Document Management and Process Automation
For Accountants in Practice

THE ULTIMATE IN

INTEGRATION
WITH XERO

30-day free trial

Easy onboarding

Find out what makes FYI unique

PRACTICE-WIDE VISIBILITY

AUTO-FILE CLIENT EMAILS

AUTO-CREATE DOCUMENTS

MANAGE TASKS AND JOBS

AUTOMATE WORKFLOWS AND PROCESSES

FYI delivers a step change in practice automation and efficiency

It’s a new generation document management platform
developed for the modern practice eco-system.

Transform your practice

Store every email, document and client interaction in the cloud and automate repetitive processes.
Your practice will run smoothly and efficiently and achieve so much more.

Emails

Automate the creation and filing of client emails.

Documents

Automate the creation and filing of documents.

Search & Retrieval

Access the info you need in seconds.

CRM

Keep a record of every client interaction in one place.

Tasks & Comments

Create and delegate tasks with ease.

Jobs & Time

Track all your WIP, simply and easily.

Workflows

Review and approve documents in a flash.

Collaborate

Discover new efficiencies together.

Process Automation

Work won’t feel like work with this level of automation.

Improve your productivity and client service with the highest security

We’re new on the scene but quietly confident our unique blend of document
management and automation is a game-changer for accountants.

Easy Onboarding

Ensure a smooth transition to FYI. Our proven approach to implementation makes it easy to migrate your data, configure FYI for your practice and onboard your team.

Proven Return on Investment

The FYI platform has been designed to save time, remove manual steps and increase productivity. Automation of workflows and repetitive tasks shaves minutes off every job.

Security and Trust

FYI was born in the cloud and built for enterprise-grade security. Our software is ISO 27001 certified and approved by the ATO as a Digital Service Provider.

We’re welcoming leading accounting firms to the FYI platform every day

FYI is more than a document management solution. It’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer.

Rob Stone, Director of Operations (Australia & New Zealand) –
XERO

Want to see FYI in action?

Book a demo or start a 30-day free trial today.