FYI + AccountKit

Complete client work more efficiently with everything you need at your fingertips.

Connect FYI to AccountKit for instant results

Match clients between the two apps, apply security and permissions, and you’re ready to go. You’ll even be able to browse documents in AccountKit by Client Group.

Jump straight from AccountKit to your client workspace in FYI

With a single click, you can transition to your client’s workspace in FYI to access what you need.

Link source documents in FYI to AccountKit tools

Save time by linking contracts, invoices and loan agreements in FYI to useful AccountKit tools. For example, a finance contract in FYI can link directly to the Equipment Finance Tool in AccountKit.

Import AccountKit reports and file them in FYI with ease

Maintain a complete client file in FYI, including final Div7a schedules and client maps. You can even assign a task to a report to ensure nothing falls through the cracks!

About AccountKit

AccountKit’s suite of admin, compliance and consulting tools are designed to make cloud-based accounting practices more efficient and give you the insights you need to start bigger conversations with your clients.
Integrating my two favourite apps, FYI and AccountKit, means documents can now be shared between them. Great news for linking source docs!

SHANNON PATTERSON DIRECTOR
PRESCOTT BUSINESS SOLUTIONS

Want to see FYI in action?

Book a demo or start a 30-day free trial today.