Document Management and Process Automation
For Accountants in Practice

THE ULTIMATE IN

INTEGRATION
WITH XERO

30-day free trial

Easy onboarding

Find out what makes FYI unique

COMPLETE PAPERLESS OFFICE IN THE CLOUD

AUTO-CAPTURE OF EMAILS

DEEP INTEGRATION WITH MICROSOFT OFFICE

PRACTICE-WIDE TASK LISTS

CONFIGURABLE PROCESS AUTOMATION

FYI delivers a step change in practice automation and efficiency

It’s a new generation document management platform
developed for the modern practice eco-system.

PLAY A THREE MINUTE DEMO
TO SEE FYI IN ACTION

THE WORLD’S MOST AUTOMATED
DOCUMENT MANAGEMENT PLATFORM

Designed exclusively for Xero practices

Improve your productivity and client service with the highest security

We’re new on the scene but quietly confident our unique blend of document
management and automation is a game-changer for accountants.

Proven Return on Investment

Each feature of the FYI platform is designed to save time, remove manual steps and increase productivity. Client emails are automatically captured and filed, even those sent from your mobile phone. All documents move effortlessly through the practice, supported by practice templates, electronic workflows and approvals. Process automation of repetitive tasks rescues valuable time on every job.

Security and Trust

FYI was born in the cloud and built with unequalled security in mind. Rest assured knowing your documents are protected with the highest levels of encryption available. We understand that moving to the cloud is a major decision, and have developed the FYI platform using best-practice architecture for long term scalability. FYI has been certified by the ATO as a Digital Service Provider and is certified for ISO 27001, an international standard for information security management.

Easy Onboarding

Due to seamless integration with Xero Practice Manager, you can go live with FYI in minutes. And implementing FYI across the practice is easy. Smoothly transition document management to the cloud by following our phased process with incremental onboarding of functionality.

Transform your practice

Store every email, document and client interaction in the cloud and automate repetitive processes.
Your practice will run smoothly and efficiently and achieve 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’re welcoming leading accounting firms to the FYI platform every day

FYI is more than a document management solution. It’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer.

Rob Stone, Director of Operations (Australia & New Zealand) –
XERO

Want to see FYI in action?

Book a demo or start a 30-day free trial today.