Market leading features that will transform your practice
Using automation and machine learning, FYI can process repetitive tasks across document creation, email communication and filing, shaving minutes off the time it takes to complete every client job.
Automate the production and filing of your client reports from Xero in a single click.
The accounting profession is ideally poised to embrace the next leap forward in technology. FYI can process repetitive tasks on your behalf through the use of automation and machine learning.
Auto-file Xero reports in a single click
Import and auto-file batches of reports from your client’s Xero ledger. With a single click, all reports are automatically named and filed in FYI according to practice preference. If the amounts change, simply re-run the batch to create a new version.
Watch this space
FYI has been developed with the practice eco-system in mind. We are continually working with partners across the accounting industry to automate the capture and processing of documents from external apps.
What is Xero Ledger?
Xero is world-leading accounting software built for small businesses.
Get a real-time view of your cash flow.
Login anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go.
Use our mobile app to reconcile, send invoices or create expense claims – from anywhere.
Get paid faster with online invoicing
Send online invoices to your customers – and get updated when they’re opened.
Reconcile in seconds
Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Want to see FYI in action?
Book in to join a live product demonstration webinar or start a free 30-day trial today.