FYI integrates with a growing number of industry-leading apps
Integrate your practice with clients and other platforms. Remove the need for portals or scanning solutions and increase productivity through reduced re-keying of data.
Direct integration with Xero provides your practice with synchronised information in FYI related to your clients, staff and XPM jobs, client tax returns from Xero Tax and reports from your clients’ Xero Ledgers. You don’t have to maintain data in multiple locations and can use merge fields that are auto-completed across template documents to boost productivity.
FYI is a certified Digital Service Provider to the ATO. Over time, we will integrate deeply with the ATO and relevant government agencies globally to capture, file and process any information providing proven time savings for accountants in practice.
FYI’s Integration with Zapier, the world’s leading market place for B2B APIs, enables an endless variety of automations. Beginning with automatic importing and filing of documents from Practice Ignition, your practice will benefit from the time saved thanks to automated access to information from a growing number of data sources.
FYI’s intelligent integration with Office 365 enables the automatic importing of emails, attachments and calendar entries for client meetings from your Outlook mail box, auto-filing them in FYI according to practice settings. This provides significant time savings, eliminating the need to manually file a multitude of emails each day and allowing you to edit Word, Excel, PowerPoint and PDF documents natively using the richness of Microsoft’s desktop applications.
FYI integrates directly with DocuSign to create signature requests for single or multiple documents that are automatically addressed to your client. Once signed, the documents and workflow status are both automatically updated in FYI, saving you time and improving accuracy.
Want to see FYI in action?
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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
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