Plans to match your journey to full process automation

Explore everything FYI can do with free trial access to all features for your first 30 days.
Try for Free:
  • Access all features
  • Involve your team
  • Full email support
  • No commitment
$NZD all prices excluding GST
*minimum 3 users per plan

Starter

$10
per user/month*
For smaller practices looking for email and task management only.
  • Sync with Xero Practice Manager
  • Integrate with Outlook
  • Auto-file emails & attachments
  • Configurable filing cabinets
  • Email templates & signatures
  • Task management

Intermediate

$30
per user/month*
For practices wanting a powerful document management solution.
Includes everything in Starter, plus:
  • Sync with your Practice Management solution
  • Integrate with Office
  • Dedicated client workspaces
  • Document management
  • Search and retrieval tools
  • Job management
  • Integrate with your chosen digital signature app
  • A selection of sample process automations
All plans include: Premium customer support | Educational Resources | Regular product updates

CLIENTS

Sync with Practice Management SoftwareSync with Xero Practice Manager on all plans, or with any of our integrated practice management solutions on Intermediate and Pro plans.
Compare Feature
Compare Feature
Compare Feature
Dedicated Workspace for each ClientEmails, documents, jobs and tasks - in one shared place for your team.
Compare Feature
Compare Feature
Compare Feature
Record Meetings, Phone Calls, File NotesCapture every interaction to provide a complete history of every client relationship.
Compare Feature
Compare Feature
Compare Feature
View Information for Client GroupsView documents, tasks and jobs by Client Group or by individual Client.
Compare Feature
Compare Feature
Compare Feature
Customisable Client ViewsCreate views to access information in the way that suits your practice.
Compare Feature
Compare Feature
Compare Feature
Client SecurityControl access to sensitive information.
Compare Feature
Compare Feature
Compare Feature

EMAILS

Centralised Email StorageEvery client email stored centrally - not locked away in individual inboxes.
Compare Feature
Compare Feature
Compare Feature
Integration with Microsoft OutlookFile an email, delegate a task, initiate a workflow, and more without leaving Outlook.
Compare Feature
Compare Feature
Compare Feature
Email AutoFileClient emails can be auto-filed and immediately accessible to your team.
Compare Feature
Compare Feature
Compare Feature
Email SignaturesApply practice or user specific signatures to emails.
Compare Feature
Compare Feature
Compare Feature
Email TemplatesAuto-create emails using templates including merge fields, auto-filing defaults and email signatures.
Compare Feature
Compare Feature
Compare Feature
Email AttachmentsAttached documents are automatically filed against client and job - no need to upload.
Compare Feature
Compare Feature
Compare Feature
Automatic Email ThreadingEmails in a thread are automatically linked and filed in FYI.
Compare Feature
Compare Feature
Compare Feature

DOCUMENTS

Centralised Storage of All Document TypesStore your documents in a single client-centric database in the cloud.
Compare Feature
Compare Feature
Compare Feature
Knowledge CabinetsStore practice templates, policies and procedures so they are easily accessed by your team.
Compare Feature
Compare Feature
Compare Feature
Integration with Microsoft OutlookAccess FYI without leaving the document you are working on in Word, Excel or PowerPoint.
Compare Feature
Compare Feature
Compare Feature
Document TemplatesCreate standard documents in seconds using practice templates.
Compare Feature
Compare Feature
Compare Feature
Create Document WizardsCreate documents that are automatically filed in FYI.
Compare Feature
Compare Feature
Compare Feature
Document ActivityAutomatic maintenance of activity on every document.
Compare Feature
Compare Feature
Compare Feature
Seamless Check-In / Check-OutEnsure multiple users can never make simultaneous edits to a document.
Compare Feature
Compare Feature
Compare Feature
Multiple Filing OptionsFile documents in FYI using Drag & Drop, Bulk Import or Save from Office.
Compare Feature
Compare Feature
Compare Feature
Document ActionsSingle mouse clicks to preview documents, create doc links, share documents and more.
Compare Feature
Compare Feature
Compare Feature

SEARCH AND RETRIEVAL

Configurable Filing CabinetsStore client and practice documents in a way that reflects your unique requirements.
Compare Feature
Compare Feature
Compare Feature
Cabinet SecurityProtect sensitive documents and allow control access rights to cabinets.
Compare Feature
Compare Feature
Compare Feature
Cloud Storage of All Document TypesStore all your documents in the cloud in a single client-centric cloud database, accessible anywhere, anytime.
Compare Feature
Compare Feature
Compare Feature
Dynamic SearchNavigate seamlessly between Group, Client and Job to locate documents in an instant.
Compare Feature
Compare Feature
Compare Feature
Metadata and Full Text SearchUser powerful search tools, sorting, filtering and tags to retrieve information in seconds.
Compare Feature
Compare Feature
Compare Feature
Document Views (Standard & Custom)Use standard and customised views to put specific sets of documents at your fingertips.
Compare Feature
Compare Feature
Compare Feature
Starred DocumentsMark documents you use frequently for easy access.
Compare Feature
Compare Feature
Compare Feature

TASKS AND COMMENTS

Create TasksAdd a task to an email or document, making it quick and easy to delegate wokr.
Compare Feature
Compare Feature
Compare Feature
Custom Task ViewsMonitor workload by individual, client, job or practice-wide.
Compare Feature
Compare Feature
Compare Feature
Shared Task ListsSee who's doing what so that nothing gets missed.
Compare Feature
Compare Feature
Compare Feature
Task CategoriesPrioritise tasks and customise task lists to suit your practice.
Compare Feature
Compare Feature
Compare Feature
CommentsAdd comments to emails and documents to share with your team.
Compare Feature
Compare Feature
Compare Feature
NotificationsGet notified when tasks are assigned or completed, or when an automation has run.
Compare Feature
Compare Feature
Compare Feature

JOBS & TIME

Two-way sync with Xero Practice Manager JobsUpdate jobs automatically or in bulk and sync with Xero Practice Manager.
Compare Feature
Compare Feature
Compare Feature
Jobs ListKeep track of time spent versus budget and monitor job progress for your team.
Compare Feature
Compare Feature
Compare Feature
Jobs WorkspaceList every email, document and task related to a job.
Compare Feature
Compare Feature
Compare Feature
Document Filing by JobFile emails and documents to a Xero Practice Manager job for easy access.
Compare Feature
Compare Feature
Compare Feature
Jobs BoardMake it super-easy to visualise work, update job states and spot bottlenecks.
Compare Feature
Compare Feature
Compare Feature
Time Sheets (into Xero Practice Manager)Complete time sheets in just a few clicks – synced to Xero Practice Manager.
Compare Feature
Compare Feature
Compare Feature

WORKFLOWS

Scanned SignaturesAdd your digital signature to a document with a single click.
Compare Feature
Compare Feature
Compare Feature
User Specific Workflow AuthorityAssign individual authority to approve client emails and documents.
Compare Feature
Compare Feature
Compare Feature
Workflow StatusKnow where an email or document is up to in your workflow cycle.
Compare Feature
Compare Feature
Compare Feature
Workflow ViewsTrack progress and identify bottlenecks in workflows.
Compare Feature
Compare Feature
Compare Feature
Conditional Edit RightsOnce approved, edit rights on documents are restricted.
Compare Feature
Compare Feature
Compare Feature
Send for SignatureIntegrate with your preferred digital signing app to send for client signature and auto-track the workflow.
Compare Feature
Compare Feature
Compare Feature
AutoTrack Client Signature ProcessSee which documents have been signed, and which are still awaiting approval.
Compare Feature
Compare Feature
Compare Feature

COLLABORATE

Co-Edit DocumentsCo-edit documents with your team, with clients, or both at the same time.
Compare Feature
Compare Feature
Compare Feature
Share Documents with ClientsProvide secure access to documents - no separate login required.
Compare Feature
Compare Feature
Compare Feature
Secure Shared Folders Share folders with clients securely.
Compare Feature
Compare Feature
Compare Feature
Upload Folders for External UsersLet clients upload documents to FYI securely using personal folders.
Compare Feature
Compare Feature
Compare Feature
Uploaded Document NotificationsGet notified when uploaded documents have been filed in FYI.
Compare Feature
Compare Feature
Compare Feature
User Access ControlsEasy to manage user access to shared and upload folders.
Compare Feature
Compare Feature
Compare Feature

PROCESS AUTOMATION

Sample ProcessesChoose from a range of Sample Processes – ready to go out-of-the-box.
Compare Feature
Compare Feature
Compare Feature
Automation ImportImport from a growing library of automations created by the FYI team.
Compare Feature
Compare Feature
Compare Feature
Custom ProcessesAutomate any repetitive, multi-step process unique to your practice.
Compare Feature
Compare Feature
Compare Feature
Process TriggersSchedule automations to run automatically or manually. 
Compare Feature
Compare Feature
Compare Feature
Process FiltersCreate automations specific to clients, jobs, tasks or document types.
Compare Feature
Compare Feature
Compare Feature
Process StepsCustomise your automations using the steps followed in your practice.
Compare Feature
Compare Feature
Compare Feature
Inbuilt ProtectionsTest before you deploy to make sure everything runs smoothly.
Compare Feature
Compare Feature
Compare Feature
Process ChecklistCheck the progress of each automation.
Compare Feature
Compare Feature
Compare Feature
Process ActivityKeep an eye on changes made to automations in your practice.
Compare Feature
Compare Feature
Compare Feature

APPS & INTEGRATIONS

Productivity SoftwareOutlook, Office, OneDrive.
Compare Feature
Compare Feature
Compare Feature
Practice Management SoftwareXero Practice Manager, MYOB, Greatsoft, APS.
Compare Feature
Compare Feature
Compare Feature
Digital Signing AppsAdobeSign, Annature. DocuSign, FuseSign
Compare Feature
Compare Feature
Compare Feature
Corporate Compliance AppsBGL, NowInfinity
Compare Feature
Compare Feature
Compare Feature
Tax AppsXero Tax, ATO Smartdocs, ATOMate
Compare Feature
Compare Feature
Compare Feature
Accounting AppsFuseDocs, Xero Ledger
Compare Feature
Compare Feature
Compare Feature
Other AppsAccountKit, The Gap, myprosperity, Zapier
Compare Feature
Compare Feature
Compare Feature

Starter

$10
per user/month*

Intermediate

$30
per user/month*