EASY ONBOARDING

Start a trial with FYI in minutes

First 30-days Free. Access all features.

Setting up FYI is simple. You can be up and running in less than 10 minutes with full access to FYI’s document management and process automation functionality.

There’s nothing to install locally and no credit card required. All you need is an API key generated from Xero Practice Manager​​​​​​​ and an Office 365 account.​​​​​​​​​​​​​​

Your practice contacts and employees will be synchronised automatically from Xero Practice Manager, and you are underway with FYI!

WONDERING HOW TO GET STARTED WITH FYI?

These simple instructions will show you how.

Help when you need it

Our growing library of tools and resources is available
as soon as you start your trial, and will assist you on your FYI journey.

FYI Help Centre

The FYI Help Centre provides all the information and resources you need to learn how to use the app.

Implementation guide

Our implementation guide will step you through the process - from starting your trial, to onboarding practice champions, to roll out across the entire practice.

Introduce new features in phases to ensure effective adoption across the practice

At FYI, we believe in an evolutionary approach to managing change.

We’ve been implementing software systems across the accounting industry for more than 20 years, and our experience tells us that the gradual adoption of new technology is the best approach.

Since inception, FYI has been engineered to allow more sophisticated features to be revealed to new users over time. Given the transformation to the way a practice operates, we believe this phased approach ensures a smooth process and sets your team up for success.

Evolve through our plans at a pace that suits your practice, adding new features as your team becomes familiar with the concepts and workflows.

Begin your FYI journey with email management

Begin your FYI journey with email management

  • Automatically file every client email with Outlook.
  • Delegate and manage tasks across the entire practice.
  • Access email templates with merge fields to increase productivity.
Add document management functionality

Add document management functionality

  • Standardise your output and enforce filing across your practice.
  • Have a complete client file, capture every interaction and meeting.
  • Search, sort and filter for a complete view of the client or group.
Go pro with full process automation

Go pro with full process automation

  • Import and auto-file batches of reports from your client’s Xero ledger
  • Automatically import Tax Assessments and seamlesly create client correspondence
  • Use FYI’s workflow engine to streamline the document approval process.

Planning your FYI implementation

Download our high-level project overview with checklists and desired
outcomes for each phase in your practice-wide implementation of FYI.

Want to see FYI in action?

Book in to join a live product demonstration webinar or start a 30-day free trial today.

Frequently Asked Questions

What can I do in FYI during the 30-day trial?

The entire feature set of the FYI Pro plan is available to explore in the trial. You can start by creating sample letters, importing emails, delegating and tracking tasks and most importantly, activating automations. This is where your step-change in practice efficiency and client service really kicks in.

Do I have to wait until the end of the trial to sign up to a plan?

No need to wait. You can choose to sign up to a plan at any point during the trial.

What happens when the trial period ends?

At the end of the trial, if you choose to subscribe as a client then it is business as usual. All the documents, settings and integrations that have been added during the trial are seamlessly available when you go live. If you decide not to continue beyond the trial, you can easily download your documents and your entire account and data will be permanently deleted.

Who owns my data? And if we decide to cancel our subscription, what happens?

Your practice always owns your data. If you want to leave at any time, anyone with the role of administrator can download all documents in a logical folder hierarchy of client and then metadata.

How do I know which plan is right for my practice?

Our Starter plan is where most practices begin their FYI journey and will provide instant results with a more efficient way to manage emails. Once your team has mastered email management practice-wide, you will be ready to upgrade to the Intermediate plan to access FYI’s unique blend of document management and CRM. Advance to FYI’s PRO plan to access all features, putting your practice at the fore-front of process automation. You can upgrade your account any time you like. We expect over time almost all practices will end up on our top plan due to the level of automation it offers.

Do I have to commit to a long-term contract?

Nope! There are no long-term contracts required with FYI. Your account is a month-to-month commitment designed to help support your growth.

Do we need a consultant to come and train us?

No. We have designed FYI from inception to be self-deployed. The feature set has been shaped around three manageable implementation steps, and we provide comprehensive online support materials to help you on your journey. Alternatively if you would prefer to work with a consultant, then we have a range of independent experts to choose from.

What level of support does FYI provide?

We provide email support and access to a comprehensive knowledge base.