COMPLETE PAPERLESS OFFICE IN THE CLOUD
AUTO-CAPTURE OF EMAILS
DEEP INTEGRATION WITH MICROSOFT OFFICE
PRACTICE-WIDE TASK LISTS
CONFIGURABLE PROCESS AUTOMATION
Market leading features that will transform your practice
FYI is collaborating exclusively with Xero to design a solution that works seamlessly with Xero Practice Manager. Through a unique blend of document management and CRM, FYI delivers a step-change in practice automation and efficiency.
Automatic email filing within Outlook
Paperless document management
Configurable process automation
Embedded task management
Client relationship management
Integration with industry leading apps
Customizable email templates
Powerful search and retrieval
Purpose-built approval workflows
Never re-key information again. Integrate Xero Practice Manager in minutes.
Clients and team
FYI seamlessly integrates with Xero Practice Manager, synchronising the latest client, group and team information. Use this information to manage your client documents and as merge fields that form part of FYI’s powerful template engine.
Simple set-up
There’s no need for a lengthy data conversion. As both FYI and Xero Practice Manager are born in the cloud, your client and team information is synchronised in minutes. To get started with FYI, simply enter a key generated by Xero Practice Manager.
Always up to date
Maintaining a single source of truth for client information is essential in any accounting practice. As soon as changes are made to client or team information in Xero Practice Manager, it is instantly synchronised and available in FYI.
What is Xero Practice Manager?
Powerful practice management software that delivers a live, transparent and connected view of what’s important to you and your business.
Connect to your clients
Seamless data sharing between Practice Manager and your client’s accounting system means information is always up to date. And always at your fingertips.
Work smarter
Complete tasks faster, more efficiently and with less stress. Powerful business modules interact, saving time on repetitive tasks and avoiding double-handling of information.
Manage your information
Don’t wait around for the answers. Find out what you need to know instantly so you can make decisions faster. And work smarter.
Understand your practice
The more visibility you have, the more you’re able to make sure nothing slips through the cracks.
Want to see FYI in action?
Book in to join a live product demonstration webinar or start a free 30-day trial today.
