PROCESS AUTOMATION
Automate routine, repetitive tasks and be more productive
By automating documentation, filing and communication, FYI saves you countless admin hours and ensures a consistently high level of professional service.
Integrate with growing number of industry-leading apps
- XPM – import and sync your clients, team and jobs
- Office 365 – email and document automation
- OneDrive – auto-import of client documents
- Xero Tax, Xero Ledger, ATO Smart Docs, BGL, NowInfinity and more – capture, file and process information
- Adobe Sign and DocuSign – automate digital document signatures
- Zapier – automate access to info from data sources such as Practice Ignition and many more
Auto-capture and file client emails
- Client emails and attachments automatically imported into FYI from Outlook
- Auto-filed under the relevant client, cabinet and category
- Option to review emails before filing
- Emails filed centrally – accessible to anyone in the practice
Auto-capture and file Xero tax returns and client ledger reports
- Access your client’s latest tax return in Xero Tax from within FYI
- Import reports from your client’s Xero Ledgers with a single click
- Auto-file consistently named reports in FYI for easy access
Auto-capture and file client documents from a range of sources
- Automatically import and file documents from BGL, NowInfinity and a growing number of accounting practice apps
- Connect to OneDrive to auto-import any client document
- Dropbox and Google Drive on the way
- All documents auto-filed in FYI using sophisticated filing rules
- Ensures consistency, saves time, and enables information easily retrieved when needed
Auto-import and file tax assessments
- Daily import of tax assessments from the ATO
- Automatically cross-checked with Xero Tax and auto-filed in FYI
- Client emails automatically generated – makes it easy to send assessments to your clients
Customise your own automations
- Create your own automations across client service, marketing, practice admin and HR
- Apply to any repetitive multi-step task across the practice
- Re-engineer processes and improve responsiveness
- Empower teams to automate everyday work processes their way – limited only by their imagination!
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.
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
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