INTEGRATIONS
Connect FYI to your favourite apps
Integrate with these industry-leading platforms to automate data capture, digital signatures and much more.
Integrate with Microsoft 365 to access FYI’s intelligent auto-filing and document editing tools and get an additional layer of security.
Leverage Microsoft Windows user authentication for maximum security
Auto-file client emails and access FYI from within Outlook and Office
Share documents securely and use enhanced document editing tools
Sync your practice data
Sync with your preferred practice management software for a universal view of each client from within FYI. Your data will always be up to date and accurate, and there's no need to manually update multiple platforms.
Connect FYI to the tools you love
FYI's integration with XPM is really profound. It makes document management a breeze, and we now use FYI to manage jobs, reporting, tasks and workflow using the solid foundations that XPM provides
FYI was a natural choice given its capacity to integrate so well with the Xero eco-system. Each integration has been carefully considered to ensure real benefits in terms of efficiency and time-saving.
