• Onboard in minutes.
  • Access all of FYI’s market leading features.
  • No credit card required.
  • Cancel anytime.


These simple instructions will show you how.

Your 30-Day Free Trial

To begin, you will need;

Xero Practice Manager

Integration with Xero Practice Manager is required as part of setting up your trial account. This allows you to sync your clients, team and jobs without having to maintain data in multiple locations. You will need to be an XPM administrator with API access privileges in order to connect XPM to FYI. 

Microsoft 365

FYI is deeply integrated with Microsoft 365 to deliver email and document automation. Microsoft 365 Business Standard is the minimum plan required. For security and convenience, your Windows username and password are used to login to FYI.

Ready to go?

Click here to get started in minutes.