Document Management and Process Automation
For Accountants in Practice

THE ULTIMATE IN

INTEGRATION
WITH XERO

Free 30-day trial

Easy onboarding

Find out what makes FYI unique

COMPLETE PAPERLESS OFFICE IN THE CLOUD

AUTO-CAPTURE OF EMAILS

DEEP INTEGRATION WITH MICROSOFT OFFICE

PRACTICE-WIDE TASK LISTS

CONFIGURABLE PROCESS AUTOMATION

FYI delivers a step change in practice automation and efficiency

It’s a new generation document management platform
developed for the modern practice eco-system.

PLAY A THREE MINUTE DEMO
TO SEE FYI IN ACTION

THE WORLD’S MOST AUTOMATED
DOCUMENT MANAGEMENT PLATFORM

Designed exclusively for Xero practices

Improve your productivity and client service with the highest security

We’re new on the scene but quietly confident our unique blend of document
management and automation is a game-changer for accountants.

Proven Return on Investment

Each feature of the FYI platform is designed to save time, remove manual steps and increase productivity. Client emails are automatically captured and filed, even those sent from your mobile phone. All documents move effortlessly through the practice, supported by practice templates, electronic workflows and approvals. Process automation of repetitive tasks rescues valuable time on every job.

Security and Trust

FYI was born in the cloud and built with unequalled security in mind. Rest assured knowing your documents are protected with the highest levels of encryption available. We understand that moving to the cloud is a major decision, and have developed the FYI platform using best-practice architecture for long term scalability. FYI has been certified by the ATO as a Digital Service Provider and is undertaking certification for ISO 27001.

Easy Onboarding

Due to seamless integration with Xero Practice Manager, you can go live with FYI in minutes. And implementing FYI across the practice is easy. Smoothly transition document management to the cloud by following our phased process with incremental onboarding of functionality.

Market leading features that will transform your practice

Go live in minutes and manage the implementation process
in phases to ensure effective adoption across the practice.

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

Pricing to match your journey to full process automation

Evolve from novice to intermediate to pro FYI users
with free trial access to all features for your first 30 days.

STARTER

Email & Task
Management

$5

per user/month

INTERMEDIATE

Document
Management

$25

per user/month

PRO

Process
Automation

$50

per user/month

  • “We’ve always been after a unicorn piece of software that acts as both a client CRM and document management system. FYI is definitely shaping up to be this unicorn!”

    Shelley, Operations and Client Manager

  • “God, I love this program!”

    Jeremy, Partner

  • “FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one.”

    Alan FitzGerald, Founder

  • “FYI has been developed with accountants in mind, ensuring that the system is effective but simple to onboard.”

    Vicki, Partner

Let’s Talk!

Want to learn more about using FYI in your practice?
We’d love to answer any questions you may have.