AND PROCESS AUTOMATION
FOR ACCOUNTANTS IN PRACTICE.
THE ULTIMATE IN
DOCUMENT STORAGE INTEGRATION WITH
XERO PRACTICE AUTOMATION ACROSS
Cloud document management designed specifically for Xero practices.
FYI is collaborating exclusively with Xero to design a solution that works seamlessly with Xero Practice Manager. Through a unique blend of document management and CRM, FYI delivers a step-change in practice automation and efficiency.
- Xero Practice Manager
- Process Automation
- Approval Workflows
- Powerful Search & Retrieval
- Automated Email Filing
- Tasks Management
- Manage Client Relationships
- Microsoft Office Integration
Improve your productivity and client service with the highest security
Every email is captured by the FYI platform, even those sent from your mobile phone. Each piece of correspondence moves effortlessly through the practice, supported by practice templates, electronic workflows and digital signatures saving valuable time on each job.
FYI was born in the cloud and built with unequalled security in mind. All data is encrypted in both transit and at rest, with each practice allocated a unique set of encryption keys. FYI has been certified by the ATO as a Digital Service Provider.
Due to the seamless integration with the Xero Practice Manager, you will be operational within minutes, removing any need for costly migrations or consultants. Once live, each step is designed to deliver instant value to your practice.
MARKET LEADING FEATURES THAT WILL TRANSFORM YOUR PRACTICE
FYI can be deployed in a way that suits your practice, automating as little or as much as you like.
Your client emails will be automatically filed in the correct location, while private emails are ignored. This saves precious time by avoiding manual saves and lowers risk by capturing all client emails.
Ability to delegate tasks across the practice from emails allowing especially partners to delegate fast and effectively from their inbox.
to delegate fast
We understand that Microsoft Office is still a critical part of every accountant’s life. FYI offers powerful additions to core Office modules to significantly improve productivity.
The core of our system is a robust document management platform. We store documents with enforced filing, a powerful audit system and all the controls you’d expect from a paperless office….and more!
Client Relationship Management
We’ve made a traditional document management service even richer so that you can deliver the highest standard of client service. All interactions are captured so relevant insights are at your fingertips.
Search and Retrieval
Easily locate anything in a matter of seconds with our powerful search engine function. In conjunction with views, sorts, and filters you get the full power of metadata plus full-text search.
Achieve the ultimate in automation across document creation, email communication and filing.
Integrate your practice directly to clients. Remove the need for for portals or scanning solutions.
Purpose Built Workflows
Electronically review, approve and lock documents before they leave your
THE WORLD’S MOST AUTOMATED DOCUMENT
Designed exclusively for Xero practices.