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By FYI Software
5 out of 5 stars
FYI is a cloud document management and automation engine for accountants in practice. It’s a way of re-engineering email and document management and automating processes to save time on repetitive tasks and improve accuracy.


Run your accounting practice efficiently, reduce admin time and offer clients a high level of professional service.

  • Collaborate on emails, documents, clients and jobs across your entire team
  • Automate the creation and filing of emails and documents
  • Use powerful search and sort tools to access information in seconds
  • Work from a dedicated client workspace with every email, document, phone call, meeting record and file note at your fingertips
  • Use workflows to review and approve documents in a flash
  • Delegate and manage tasks
  • Work with XPM Jobs and create time sheets with ease
  • Collaborate with your clients
  • Automate any repetitive multi-step task to save valuable time
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FYI + Xero

Use Xero Practice Manager as your one source of practice data. Import your Clients, Client Groups, Jobs and Team and continuously sync them with FYI. No need to maintain data in multiple locations.

  • Import your client and job data from XPM and continuously sync with FYI.
  • Merge this data into email and document templates
  • Auto-import tax returns from Xero Tax
  • Auto-file reports from your client’s Xero Ledger
  • Auto-import tax assessments from the ATO, cross-checked with Xero Tax, auto-filed in FYI
  • Display and maintain XPM jobs in FYI, using our kanban board to update job states with ease
  • Record time within FYI, with information synched back to XPM

Join a live platform tour to see FYI in action or learn more about moving your practice to the cloud with Xero and FYI.

Reviews & ratings

5.0 out of 5 stars
13 Reviews
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David Forrester
5 out of 5 stars

Essential practice management tool

We have been using FYI for two years now and the efficiency gains are significant. Each new development adds value and saves time - our business is stronger and more scalable as a result. It is not about docs!
Dani Bennett
5 out of 5 stars

Amazing support

We have had a fantastic support experience as we have migrated to FYI as our go-to client relationship and job management platform. It is difficult to make change in an organisation but the FYI team have guided us through every step in an intuitive and patient manner. The software is, step by step, revolutionizing our practice as we keep finding out more functions that improve our efficiency. Gold star!
David Harris [Russell Turner]
5 out of 5 stars

Absolutely fantastic product

Fantastic product. Great range of functionality and has helped us manage our XPM jobs and tasks. Support team are responsive and helpful. They regularly release new and useful features / updates.

Additional info

App details

By FYI Software
Added in 2018


Australia, New Zealand, United Kingdom




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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.