You’re on the Australia site
  1. Home
  2. Practice manager
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.

Overview

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
Explore all features of FYI
FYI
Play Video
, opens in a dialog

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
10 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
DV
Daniel Velich
Posted
5 out of 5 stars

Must have for any accounting firm

Helps me be organised and creates efficiencies.
EX
Enspira Xero Admin
Posted
5 out of 5 stars

Best Software Ever

FYI is the best tool I have come across in years. Timesheets, job mgt, task mgt and doc mgt all inside the one tool. Fantastic.
AS
Alastair Scanlon
Posted
5 out of 5 stars

Efficiency Plus!

FYI has improved efficiency across all aspects of our business. From document management and retrieval to process automation and internal tasking. They are constantly improving and refining their software and we couldn't be happier with their product.

Additional info

App details

Added in 2018

Countries

Australia, New Zealand, United Kingdom

Languages

English

Support

Setup walkthroughIntegration walkthroughContact supportsupport@fyidocs.com

Follow

TwitterFacebookLinkedIn
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.