INTEGRATIONS

Connect FYI to your favourite apps

Boost your productivity by integrating with these industry-leading platforms to automate data capture, digital signatures and more.

Practice Management

Xero Practice Manager

Use Xero Practice Manager as your single source of truth for data on clients, jobs and time.

AU, NZ, UK

Xero Suite

Xero

Connect your clients to their Xero Ledger, so you can import and auto-file reports in FYI in a single click.

AU, NZ, UK

Practice App

AccountKit

Jump seamlessly between FYI and AccountKit so that everything you need is at your fingertips.

AU, NZ

Digital Signing

Adobe Sign

Stop chasing signatures and get documents signed in minutes.

AU, NZ, UK

Digital Signing

Annature

Use Annature’s beautifully designed user interfaces to improve electronic signature and data collection.

AU, NZ, UK

Practice App

ATO SmartDocs

Import ATO documents into FYI, and file them in seconds.

AU, NZ, UK

Corporate Compliance

BGL CAS 360

Automatically import documents and auto-file them in FYI.

AU, NZ

Digital Signing

DocuSign

Create signature requests and and automatically update signed documents and workflows in FYI.

AU, NZ, UK

Practice App

FuseDocs

Compile, format and send client-ready documents at the click of a button.

AU, NZ, UK

Digital Signing

FuseSign

Digital Signing.
Done Simply.

AU, NZ, UK

Practice Management

GreatSoft

Import your Clients, Tasks and Employees from GreatSoft and sync them with FYI.

AU, NZ, UK

Pre-Requisite

Microsoft 365

Leverage security protocols from Microsoft Windows, access FYI from within Outlook and Office and use enhanced document editing tools.

AU, NZ, UK

Practice App

myprosperity

Send documents to clients securely, invite clients to sign documents and collect information using online forms.

AU, NZ

Digital Signing

NowInfinity

Import Annual Statements and other completed documents from Now Infinity daily, and auto-file them in FYI.

AU, NZ

Practice App

The Gap

File documents from The Gap directly into FYI.

AU, NZ

Practice App

Zapier

Automate workflows between FYI and Practice Ignition, Dropbox, Google Drive and other platforms to automatically import and file documents in FYI.

AU, NZ, UK

FYI was a natural choice given its capacity to integrate so well with Xero, and other solutions in the Xero eco-system. Each integration has been carefully considered to ensure firms can reap very real benefits in terms of efficiency and time-saving.

Andrew Holdsworth, Practice Manager –
BBB Partners

Want to see FYI in action?

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