FYI now in general release!!!!

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Ladies and gentlemen, it’s showtime

We are excited to announce that FYI is now in general release. This is a momentous occasion for the team, bringing to market what we see as a game-changer for the accounting industry.

By blending both document management and CRM in the cloud, FYI ensures that you have all of your client documents, emails, file notes and tasks in a single, online, location. FYI is also an automation platform that processes repetitive tasks for you.

As FYI is now both an approved add-on for Xero Practice Manager and available in the Microsoft Office AppSource store, you can get started with FYI today.

If you haven’t heard about FYI yet, we think this video sums it up nicely.

Thank you to our pilot sites

A massive thank you to all our Pilot Sites that have provided deep insights into their workflows and processes, allowing us to sand off those rough edges and make FYI what it is today. We are truly grateful, we couldn’t of done it without you.

FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard. From set up, to email filing, task creation and then creating documents, FYI is instinctive and provides accountants the tools to really drive their business into the future of compliance and advisory work. Vicki, Partner, BFA Advisors and Accountants

‘We’ve always been after a “Unicorn” piece of software that acts as both a client CRM and a document management system…… FYI is definitely shaping up to be this Unicorn!’ Shelley, Operations and Client Manager, Consolid8

Up and Running in no Time

The FYI 14-day trial gives you access to the complete solution, for your entire team. Within your first hour, you will be able to start filing email and creating documents. By the end of the 14 days, we expect you will have your entire will have moved to FYI.

Starting a trial is simple. Just go to XPM and generate your FYI API key from Settings> Add-ons. And apply the FYI Add-ins for both Office and Outlook from the Microsoft Store.

You are now ready to go. Click Start Trial on the FYI website and you will up and running in minutes. With all of your clients, contacts and staff synchronised from XPM. It is that simple.

Any questions specific to your practice?

If you have specific questions and you want to speak to a member of the FYI team, complete our contact form and we will be in touch with you in no time.