Making life easier for accountants
Three years on and SA practice is All In on the benefits of FYI
Kiwi Firm tastes the sweet benefits of automation
Marlborough accounting firm toasts to the future thanks to automation
Taking a giant leap into the future with FYI and Xero Practice Manager
Firm at the vanguard of cloud revolution brings it all together with FYI.
Queensland accounting firm embraces new way of working.
Embracing document management and automation to work remotely.
National accounting firm leverages FYI for digital success.
Moving to the cloud with Xero and FYI was the right choice.
We’ve helped practices around the world. And the results speak for themselves.
What customers are saying
Great app and the people behind this product are the innovative leaders that the accounting world needed to shake things up!! Highly recommend to all accounting practices that want to move away from the old ways and into an automated, connected and cloud based document management system.
FYI has improved efficiency across all aspects of our business. From document management and retrieval to process automation and internal tasking. They are constantly improving and refining their software and we couldn’t be happier with their product.
I have been using FYI for a few months now and the usability is great. On the administration side, this app really focuses on making life easier so that you can provide a quality service. The integration with Xero is excellent, both softwares work together with ease to keep everything updated. Documents are in one place making everything easy to find. I love the filter feature – it definitely makes it even easier to find! Would definitely recommend this product!
FYI has been fantastic for us to bring together disjointed pieces of our app stack. The way it pulls all the necessary information from XPM has been fantastic (XPM is our point of truth for all client and job information) and means we don’t have to enter any information twice! I love how transparent they are on improving the products. Their pace of incremental improvement is just incredible.
The ability to structure our documents against Cabinets and jobs has been a massive win and there is no way we could go back to a nested folder structure.
We made the decision to move our practice to Xero in early 2021. When it came to document management, we considered both SuiteFiles and FYI. It was a no-brainer to choose FYI. Its extensive list of features, and obvious commitment to ongoing improvements were winners for us. We have a team of 20 staff across 3 offices, with some staff working from home. FYI’s task and collaboration features make it easy to assign work and manage workflow. FYI is the must-have app for any practice using XPM.
We are new users to FYI and think the app is awesome. Cool features like the ability to bulk update records in XPM and the Job lists in FYI to manage workflow definitely help our productivity and enjoyment using XPM. They have great support and onboarding processes and really helpful team members in Jack and Cassie.
The automation and time saving is fantastic. So good to move off a server into a cloud-based solution. Great team to deal with! Thoroughly recommend.