MORE TIME FOR MORE Automated document &
practice management
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Built by accountants, for accountants, FYI understands the day-to-day challenges you face better than anyone. We know the complexities of your workflow and the demands of managing clients, documents, tasks, and your practice.
That’s why we’ve created a purpose-built platform that automates document and practice management. It’s smart, simple, and intuitive, taking care of those repetitive, menial tasks, so you have more time for the things that really matter.
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Easy onboarding with zero downtime
Bulletproof and futureproof your practice
Your complete digital office in the cloud
Stay productive and collaborative wherever you are with one secure place for your team to work together. Create standard emails and docs at light speed, co-edit with your clients, let FYI do your filing for you, and more. You won’t believe the difference.
Get more done in every moment
Slash time spent writing, filing and forwarding emails internally. Prioritise, delegate and manage tasks, and accelerate workflows with tools that recover more time for work that adds more value.
Automate processes to save hours on routine work
Why do it yourself – again and again – when FYI can do it for you? Automate admin tasks, schedule recurring work to auto-repeat, and automate any multi-step process unique to your practice. Work won’t feel like work with this level of automation.
