PROCESS AUTOMATION

Automate low value, repetitive tasks and be more productive.

Saves your practice countless hours by automating documentation, filing and communication and free-up time to concentrate on high-value services.

Sample Processes to get the ball rolling

Get started today with a range of sample process automations – customisable to your practice and ready to go.

Tax Return/Client Ledger Reports AutoFile

Auto-capture and file Xero tax returns and client ledger reports.

  • Access your client’s latest tax return in Xero Tax from within FYI
  • Import reports from your client’s Xero Ledgers with a single click
  • Auto-file consistently named reports in FYI for easy access

Automatic Document Imports

Auto-capture and file client documents.

  • Auto-import and file documents from BGL, NowInfinity and a growing number of accounting practice apps
  • Auto-import client docs from OneDrive, with Dropbox and
    Google Drive coming soon
  • All documents auto-filed in FYI using sophisticated filing rules
  • Save time, ensure consistency and enable easy information retrieval.

Tax Assessments Autofile

Auto-import and file tax assessments.

  • Daily import of tax assessments from the ATO
  • Automatically cross-checked with Xero Tax and auto-filed in FYI
  • Client emails automatically generated – makes sending assessments
    to clients so easy

Customise your own automations

Create custom processes to automate repetitive, mundane or low-value tasks, and save time to devote to higher-value work.

  • Create your own automations across client service, marketing, admin or HR
  • Apply to any repetitive, multi-step task practice-wide
  • Re-engineer processes and improve responsiveness
  • Empower teams to automate processes their way – limited only by their imagination!

Control when automations run

Schedule automations to deploy automatically or manually, with Process Triggers. Trigger workflows to run automatically based on job state, such as when a proposal is accepted.

Control how and to whom they apply

Create automations specific to clients, jobs or document types. Refine and control how your automation applies, with Process Filters.

Configure Process Steps to suit your practice

Create process automations using the steps appropriate for your practice’s workflow. Configure Process Steps across the entire feature set of FYI and integrated apps.

Test before you deploy

Inbuilt Protections such as ‘test’ allow you to feel comfortable with an automation before deploying to your database.

  • "FYI blew me away. It’s 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 - Asia & Australia at Xero

Want to see FYI in action?

Join a live platform tour and let us show you how it all works.