VIDEO LIBRARY

Document management and process automation for accountants in practice.

FYI is built for Xero practices and delivers a step-change in automation and efficiency.

WELCOME TO THE FUTURE

FYI is a cloud document management platform for accountants, built for Xero practices.

FYI IN ACTION

See how every feature in FYI has been designed to save time, automate repetitive tasks and increase productivity.

EMAIL AND TASK MANAGEMENT

Auto-file client emails centrally for the entire practice and assign tasks directly from your inbox.

DOCUMENT MANAGEMENT

FYI blends email, documents, phone calls and file notes into a single database that’s your complete paperless office in the cloud.

PROCESS AUTOMATION

Automate a growing number of repetitive tasks using FYI’s automation engine, resulting in significant time savings for the entire practice.

GETTING STARTED: 30 DAY FREE TRIAL

You can be up and running in less than 10 minutes with full access to FYI’s document management and automation functionality.