XERO + FYI
Cloud document management and automation for accountants in practice
Integrate with Xero to automate processes and shave minutes off repetitive daily tasks.
Maintain a single source of truth for client data
- Use Xero Practice manager as your one source for client information
- Import your Clients, Client Groups, Jobs and Team from Xero Practice Manager and continuously sync them with FYI
- No need to maintain data in multiple locations
- Leverage client information from Xero Practice Manager in email and document templates
Automate document capture, filing and email creation
- Auto-import tax returns from Xero Tax daily, auto-filing a link in FYI.
- Batch-create, import and auto-file consistently named sets of reports from your client’s Xero Ledger, with a single click.
- Import tax assessments from the ATO daily, cross-checked with Xero Tax and auto-filed in FYI with client email correspondence automatically generated
Work with Jobs in FYI
- Job information is automatically imported into FYI from XPM and continuously synchronised
- View the state of jobs as well as estimated versus actual time allocations
- Search and filter by manager or partner to find jobs easily
- Use the ‘kanban’ style Jobs Board to update job states with ease – simply drag and drop!
- File emails, documents and tasks to an XPM Job – adding commentary or tasks for your team
Record Time, synced back to XPM
- Time Sheets in FYI are pre-populated with as much info as possible
- Quick and easy to complete without having to jump into XPM
Moving to the cloud?
A sophisticated, fully-featured platform like FYI will not only allow you to store your documents in the cloud, but also to automate processes, making your team more productive, adding value to clients, and giving you the freedom to work remotely.
Getting Started
See FYI in action or start a 30-day free trial today.
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Xero Practice Manager
Powerful practice management software that delivers a live, transparent and connected view of what’s important to you and your business.
Xero Tax
Enjoy the freedom to collaborate, prepare, and file income tax and GST returns for all your clients, anywhere, anytime.
