Enterprise document management enabling a paperless office

At its core, FYI is a robust document management and automation engine.
Create and file your documents including templates and a powerful audit trail with all the controls you’d expect in a paperless office….and more!

Powerful add-ins across the Office Suite

Powerful add-ins across the Office suite enable seamless document creation and editing on the desktop. Your team will benefit from the convenience of a cloud document store, coupled with the productivity edge that Microsoft Office desktop provides.

Seamless Check-in/Check-out

Seamless check-in and check-out ensures that two users never make edits to a document simultaneously. This avoids data loss and conflicts and saves time. Users can manually check documents back in, but with protections in place to avoid duplication errors and data loss.

Document Templates

Manage templates and stationery for each document type such as standard letters and emails. This improves productivity and quality control thanks to standardised content that can only be maintained by administrators.

Versioning and Audit Trails

FYI maintains a history of all major events on a document including versions. This allows users to have a restore point on complicated documents if required. Versioning will become even more important in the future when AutoFile is extended to external platforms.

Want to see FYI in action?

Visit our video library for an introduction to key features.

FYI is changing the way accounting practices work – for the better!

“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 Van Hoos, Consolid8

“God, I love this program!”

– Jeremy Coverdale, Coverdale Business Solutions

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

– Vicki Beker, BFA Advisors and Accountants

Ready to improve your firm’s productivity?

Join a live product demonstration webinar
or start a 30-day free trial today.