PROCESS AUTOMATION
Automate routine, repetitive tasks and be more productive
By automating documentation, filing and communication, FYI saves you countless admin hours and ensures a consistently high level of professional service.
Integrate with growing number of industry-leading apps
- Microsoft 365 – Outlook, Office and OneDrive
- Practice Management software – Xero Practice Manager, Xero Tax, GreatSoft
- Xero Suite – Xero, Xero Tax
- Practice Apps – Zapier, FuseDocs, ATO SmartDocs
- Corporate Compliance Apps – BGL, NowInfinity
Auto-capture and file client emails
- Client emails and attachments automatically imported into FYI from Outlook
- Auto-filed under the relevant client, cabinet and category
- Option to review emails before filing
- Emails filed centrally – accessible to anyone in the practice
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
Auto-capture and file client documents from a range of sources
- Automatically import and file documents from BGL, NowInfinity and a growing number of accounting practice apps
- Connect to OneDrive to auto-import any client document
- Dropbox and Google Drive on the way
- All documents auto-filed in FYI using sophisticated filing rules
- Ensures consistency, saves time, and enables information easily retrieved when needed
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 it easy to send assessments to your clients
Customise your own automations
- Create your own automations across client service, marketing, practice admin and HR
- Apply to any repetitive multi-step task across the practice
- Re-engineer processes and improve responsiveness
- Empower teams to automate everyday work processes their way – limited only by their imagination!
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.
FYI is changing the way accounting practices work – for the better!
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