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
£GBP all prices excluding VAT
*minimum 5 users per plan

Starter

£5
per user/month*
For smaller practices looking for email and task management.
  • Sync with Xero Practice Manager
  • Integrate with Outlook
  • Auto-file emails & attachments
  • Configurable filing cabinets
  • Email templates & signatures
  • Task management

Intermediate

£15
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.
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Dedicated Workspace for each ClientEmails, documents, jobs and tasks - in one shared place for your team.
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Record Meetings, Phone Calls, File NotesCapture every interaction to provide a complete history of every client relationship.
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View Information for Client GroupsView documents, tasks and jobs by Client Group or by individual Client.
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Customisable Client ViewsCreate views to access information in the way that suits your practice.
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Client SecurityControl access to sensitive information.
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EMAILS

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

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

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

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

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

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

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

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

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

£5
per user/month*

Intermediate

£15
per user/month*