PRICING

Plans to match your journey to full process automation

Evolve from novice to intermediate to pro FYI users
with free trial access to all features for your first 30 days.

STARTER

Email & Task
Management

$10

per user/month

INTERMEDIATE

Document
Management

$30

per user/month

PRO

Process
Automation

$50

per user/month

All prices in $NZD excluding GST

Access all features for the first 30 days for free. Then implement FYI across your practice in three incremental phases, from starter to intermediate to pro, where the fun really begins.

STARTER
  • Outlook Add-In (Desktop & Web)
  • Email Storage
  • Email Templates
  • Creating Tasks
  • Viewing Task Lists
  • Working on Tasks
  • Comments
  • Email AutoFile
  • Calendar Entry AutoFile
  • Xero Practice Manager Sync
  • Tax Return AutoFile
  • Microsoft 365
  • Xero Practice Manager
INTERMEDIATE
  • Outlook Add-In (Desktop & Web)
  • Email Storage
  • Email Templates
  • Conversation Threading
  • Creating Tasks
  • Viewing Task Lists
  • Working on Tasks
  • Office Add-Ins (Desktop & Web)
  • Practice Stationery
  • Document Templates
  • Versioning and Audit Trails
  • Seamless Check-in / Check-Out
  • Dedicated Workspace for each Client
  • Instant Access to Recent Interactions
  • Record Meetings, Phone Calls, File Notes
  • View Information for Family Groups
  • All Documents Storage
  • Search
  • Standard Views
  • Custom Views
  • Conversation Threading
  • Jobs List
  • Jobs Workspace
  • Job Filing
  • Comments
  • Email AutoFile
  • Calendar Entry AutoFile
  • Xero Practice Manager Sync
  • Tax Return AutoFile
  • Client Ledger Reports AutoFile
  • My Imports
  • Microsoft 365
  • Xero Practice Manager
  • Xero Tax
  • Xero Blue
  • OneDrive
PRO
  • Outlook Add-In (Desktop & Web)
  • Email Storage
  • Email Templates
  • Conversation Threading
  • Creating Tasks
  • Viewing Task Lists
  • Working on Tasks
  • Office Add-Ins (Desktop & Web)
  • Practice Stationery
  • Document Templates
  • Versioning and Audit Trails
  • Seamless Check-in / Check-Out
  • Dedicated Workspace for each Client
  • Instant Access to Recent Interactions
  • Record Meetings, Phone Calls, File Notes
  • View Information for Family Groups
  • All Documents Storage
  • Search
  • Standard Views
  • Custom Views
  • Conversation Threading
  • Knowledge Cabinets
  • Jobs List
  • Jobs Workspace
  • Job Filing
  • Time Sheets (into XPM)
  • Comments
  • Individual Approval Authorisations
  • Document Workflow Status
  • Document Approvals
  • Scanned Signatures
  • Email AutoFile
  • Calendar Entry AutoFile
  • Xero Practice Manager Sync
  • Tax Return AutoFile
  • Client Ledger Reports AutoFile
  • Automatic Document Imports
  • Collaborate
  • Custom Processes
  • Tax Assessments AutoFile
  • Microsoft 365
  • Xero Practice Manager
  • Xero Tax
  • Xero Blue
  • AdobeSign
  • BGL
  • DocuSign
  • FuseDocs
  • Now Infinity
  • OneDrive
  • The Gap
  • Zapier

EXPLORE FYI’S FULL FUNCTIONALITY FOR FREE.

We’re so confident that FYI’s automated document management will transform
your business, we’d like you to trial it for free for 30 days.

Get Started in Minutes

There’s nothing to install locally and FYI will synchronise with Xero Practice Manager in an instant. You’ll be up and running with your client and team data in minutes.

Access All Features

Our free trial gives you full access to FYI for 30 days. Any emails you file, documents you add or processes you create will be available when you continue to a paid subscription. Or, you can delete it all and start fresh.

Import Historical Documents

Adding historical documents to FYI is easy. Simply drag and drop documents and add relevant meta-data or map to any logical folder structure.

Involve Your Team

There are no restrictions to the number of team members you can involve in your FYI trial. Appoint a group of champions to really put FYI through its paces.

Help When You Need It

Get complete access to the FYI Help Centre where you’ll find implementation guides, tutorial videos, hundreds of help articles and more. Still stuck? You can always email the FYI Support Team.

No Obligation

There’s no credit card required to start your trial. If, after 30 days, you decide not to go ahead with your FYI subscription, all your data will be deleted.

Frequently Asked Questions

What can I do in FYI during the 30-day trial?

The entire feature set of the FYI Pro plan is available to explore in the trial. You can start by creating sample letters, importing emails, delegating and tracking tasks and most importantly, activating automations. This is where your step-change in practice efficiency and client service really kicks in.

Do I have to wait until the end of the trial to sign up to a plan?

No need to wait. You can choose to sign up to a plan at any point during the trial.

What happens when the trial period ends?

At the end of the trial, if you choose to subscribe as a client then it is business as usual. All the documents, settings and integrations that have been added during the trial are seamlessly available when you go live. If you decide not to continue beyond the trial, you can easily download your documents and your entire account and data will be permanently deleted.

Who owns my data? And if we decide to cancel our subscription, what happens?

Your practice always owns your data. If you want to leave at any time, anyone with the role of administrator can download all documents in a logical folder hierarchy of client and then metadata.

How do I know which plan is right for my practice?

Our Starter plan is where most practices begin their FYI journey and will provide instant results with a more efficient way to manage emails. Once your team has mastered email management practice-wide, you will be ready to upgrade to the Intermediate plan to access FYI’s unique blend of document management and CRM. Advance to FYI’s PRO plan to access all features, putting your practice at the fore-front of process automation. You can upgrade your account any time you like. We expect over time almost all practices will end up on our top plan due to the level of automation it offers.

Do I have to commit to a long-term contract?

Nope! There are no long-term contracts required with FYI. Your account is a month-to-month commitment designed to help support your growth.

Do we need a consultant to come and train us?

No. We have designed FYI from inception to be self-deployed. The feature set has been shaped around three manageable implementation steps, and we provide comprehensive online support materials to help you on your journey. Alternatively if you would prefer to work with a consultant, then we have a range of independent experts to choose from.

What level of support does FYI provide?

We provide email support and access to a comprehensive knowledge base.