Document Management and Process Automation
For Accountants in Practice

THE ULTIMATE IN

INTEGRATION
WITH XERO

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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.

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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.

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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.

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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.

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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.

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Documents

Automate the creation and filing of documents.

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Search & Retrieval

Access the info you need in seconds.

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Clients

Keep a record of every client interaction in one place.

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Tasks

Create and delegate tasks with ease.

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Jobs

Track all your WIP, simply and easily.

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Workflow

Review and approve documents in a flash.

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Collaboration

Discover new ways to work together.

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Process Automation

Work won’t feel like work with this level of automation.

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Integrate with these market-leading apps… and more!

Automate document capture and filing, use digital signatures, share documents with clients securely, and increase productivity by reducing the need to re-key data.

EXPLORE INTEGRATIONS

We’re welcoming leading accounting firms to the FYI platform every day

  • 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

  • FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.

    Alan FitzGerald Founder – Practice Connections

  • 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

  • FYI blew me away. It's 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 National Partner Director - Xero

  • Changing document management systems was a huge call for our practice.  It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective.  Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back!

    Sam Horsman Principal - PJS Financial

  • The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. No question I asked was too hard or too silly. We have been using FYI for a week and the time saved already outweighs the initial costs.

    Rebecca Reaburn Personal Assistant to Stephen Toohey – Toohey Reid

Let’s Talk!

Want to learn more about using FYI in your practice?
We’d love to answer any questions you may have.

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