AUTOMATIONS

FYI monitors your inbox and sent items in Outlook, looking for emails that match a client email address in Xero Practice Manager. Any client emails sent or received are automatically imported into FYI and filed under the relevant client, cabinet and category. Partners and senior managers can review emails before filing practice-wide, and email attachments can be auto-filed as separate documents.

Integration with Xero Practice manager ensures that information related to clients, staff and jobs is synchronised and updated automatically in FYI. Your clients’ latest tax returns are automatically imported from Xero Tax and filed in FYI for easy access. And reports from your clients’ Xero Ledgers can be imported with a single click, then automatically named and filed according to practice preference.

FYI can automatically capture and file client source documents directly from OneDrive, BGL and NowInfinity and in the near future, from DropBox and Drive. Our universal auto-filing engine files them in FYI according to a sophisticated rule set. This saves time, avoids manual filing and ensures documents are consistently filed with the correct names and in the right location. Most importantly, it is easy for your client!

Automate the daily import of tax assessments from the ATO, cross-checked with Xero Tax and auto-filed. FYI will even auto-generate an email to save you time sending the assessments to your client.

Design your own automated processes across client service, marketing, practice admin, HR and more. Limited only by your imagination to automate any repetitive tasks across the practice.

Any inbound client emails that contain strongly negative sentiment can be automatically flagged for partner review. Partners can rest easy knowing that unhappy client emails will be brought to their attention regardless of the circumstance.