INTEGRATIONS

FYI integrates with a growing number of industry-leading apps

Integrate your practice with clients and other platforms. Remove the need for portals or scanning solutions and increase productivity through reduced re-keying of data.

Microsoft 365

FYI’s intelligent integration with Office 365 enables the automatic importing of emails, attachments and calendar entries for client meetings from your Outlook mail box, auto-filing them in FYI according to practice settings. This provides significant time savings, eliminating the need to manually file a multitude of emails each day and allowing you to edit Word, Excel, PowerPoint and PDF documents natively using the richness of Microsoft’s desktop applications.

Xero

Direct integration with Xero provides your practice with synchronised information in FYI related to your clients, staff and XPM jobs, client tax returns from Xero Tax and reports from your clients’ Xero Ledgers. You don’t have to maintain data in multiple locations and can use merge fields that are auto-completed across template documents to boost productivity.

AdobeSign

Adobe Sign is a cloud-based, enterprise-class e-signature service that lets you quickly collect signatures, anywhere and on any device. You can stop chasing signatures and get documents signed in minutes — not days. With Adobe Sign helping you digitally route and track documents for signing, give your customers a convenient, modern way to sign electronically that also grows your business.

Annature

Annature is an Australian made and owned e-signature solution that enables businesses to send and sign documents electronically. With a sharp focus on information security, Annature achieved ISO 27001 Certification in December 2020, making it Australia’s first and only certified e-signature provider. FYI users can now use Annature’s beautifully designed user interfaces to improve electronic signature and data collection.

BGL

BGL is Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions. FYI’s integration with BGL enables the daily import of completed documents created in BGL, auto-filed in FYI.

DocuSign

FYI integrates directly with DocuSign to create signature requests for single or multiple documents that are automatically addressed to your client. Once signed, the documents and workflow status are both automatically updated in FYI, saving you time and improving accuracy.

FuseDocs

Automate the collation of client report packages so you can compile, format and send client ready documents at the click of a button. FuseDocs automatically locates all the files you want included and turns them into a professionally branded report pack with bookmarks, table of contents, and ‘save back’ features.

FuseSign

FuseSign is a digital signing solution that has been built by accountants, for accountants. It provides greater control over who signs, views or has limited access to each document, making it fantastic for handling a whole family group in one bundle. Clients receive just one link, don’t need to remember username and passwords, and can access from any device.

GreatSoft

GreatSoft addresses the gap that exists in the market for a scalable, integrated cloud practice management solution that meets the needs of progressive accounting firms, including mid-tier and large firms.

Zapier

FYI’s Integration with Zapier, the world’s leading market place for B2B APIs, enables an endless variety of automations. Beginning with automatic importing and filing of documents from Practice Ignition, your practice will benefit from the time saved thanks to automated access to information from a growing number of data sources.

Want to see FYI in action?

Join a live platform tour

FYI is changing the way accounting practices work – for the better!

We have been a client of FYI since January 2019 and are delighted with the product and its evolving road map. The level of client service and responsiveness to enhancements has been impressive. FYI is certainly an industry leader and best practice solution.

Robert Moore

Director – Invigor8 Accountants and Advisors

God, I love this program!

Jeremy Coverdale

Partner – Coverdale Business Solutions

One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI’s structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.

Jason Skinner

CEO/Director - Skinner Hamilton

Ready to improve your firm’s productivity?

Start a 30-day free trial today