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

  • XPM – import and sync your clients, team and jobs
  • Office 365 – email and document automation
  • OneDrive – auto-import of client documents
  • Xero Tax, Xero Ledger, ATO Smart Docs, BGL, NowInfinity and more – capture, file and process information
  • Adobe Sign and DocuSign – automate digital document signatures
  • Zapier – automate access to info from data sources such as Practice Ignition and many more

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.

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FYI is changing the way accounting practices work – for the better!

  • “God, I love this program!”

    Jeremy Coverdale Partner - Coverdale Business Solutions

  • "FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."

    Alan Fitzgerald Founder – Practice Connections

  • “One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI's structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.”

    Jason Skinner CEO/Director - Skinner Hamilton

  • "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

  • "Changing document management systems was a huge call for our practice.  It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective.  Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back"

    Sam Horsman Principal - PJS Financial

  • "The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs."

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid

  • "FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"

    Adam Wilson Partner – Wilson Accounting

  • "FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."

    Alistair Scanlon Partner - Scanlon Richardson Accounting

  • “Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”

    Andrew Van de Beek Founder, Illumin8

  • “FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”

    Bill Mancer Director, Rise Accountants Limited

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