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
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
Getting started with FYI is simple. All you need is your API key from Xero Practice Manager and a Microsoft 365 account, and you can start a 30-day free trial of the platform.
- Explore FYI using live data from Xero Practice Manager
- Automatically capture and file client emails from Outlook
- Access FYI from within Outlook and Office documents