OVERVIEW

FYI will transform your business for the better

Our market-leading platform has been developed to take your practice to a whole new level. By automating compliance and admin processes, and seamlessly integrating with partner apps across the accounting industry, you can ensure your firm runs smoothly and efficiently and achieves so much more.

Email

Automate the creation and filing of client emails.

Documents

Automate the creation and filing of documents.

Search & Retrieval

Access the info you need in seconds.

Clients

Keep a record of every client interaction in one place.

Tasks

Create and delegate tasks with ease.

Jobs

Track all your WIP, simply and easily.

Workflow

Review and approve documents in a flash.

Collaboration

Discover new ways to work together.

Process Automation

Work won’t feel like work with this level of automation.

We continually release new features that improve the FYI platform and boost your practice’s productivity.

Integrate with these market-leading apps….and more!

Learn more about our integration partners

Ready to improve your firm’s efficiency?

Join a live platform tour or start a 30-day free trial today.

Choose your level of automation

Evolve from FYI novice, to intermediate, to pro with a free, full feature 30-day trial.

STARTER

Email & Task
Management

$10

per user/month

INTERMEDIATE

Document
Management

$30

per user/month

PRO

Process
Automation

$50

per user/month

Let’s Talk!

Like to learn more about using FYI in your practice?
We’d love to help.