Automatically import annual statements and other corporate documents from NowInfinity, and auto-file them in FYI.
Automatic retrieval and filing
Your corporate documents will be automatically retrieved from NowInfinity every day and auto-filed in FYI.
Easy access from your client workspace
The corporate affairs tab in your client workspace in FYI gives you visibility and easy access to annual statements for each client or group.
Quick link to NowInfinity
An in-built link in FYI gives you immediate access to NowInfinity with the click of a button.
Action new documents
Use automations to alert your team when new documents are autofiled in FYI.