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A new breed of cloud document management purpose-built for accountants, FYI automates routine, repetitive tasks so you can be more productive.

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
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FYI + Xero

  • 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
9 Reviews
5 star
(100%)
4 star
(0%)
3 star
(0%)
2 star
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1 star
(0%)
EX
Enspira Xero Admin
Posted

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

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.
SS
Shane Scott
Posted

Brings everything together

FYI has been fantastic for us to bring together disjointed pieces of our app stack. The way it pulls all the necessary information from XPM has been fantastic (XPM is our point of truth for all client and job information) and means we don't have to enter any information twice! I Love how transparent they are on improving the products (https://support.fyidocs.com/hc/en-us/categories/360001150831-What-s-New). Their pace of incremental improvement is just incredible. The ability to structure our documents against Cabinets and jobs has been a massive win and there is no way we could go back to a nested folder structure.
Additional info

App details

Added in 2018

Countries

Australia, New Zealand, United Kingdom

Languages

English

Support

Setup walkthroughIntegration walkthroughContact supportsupport@fyidocs.com

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