FYI

Accounting
Practice manager
Documents
Australia
New Zealand
United Kingdom

FYI is a new breed of document management and process automation, purpose built for accountants. Deeply integrated with the Xero Suite, it provides one place for your team to work together – from anywhere. Loaded with functionality to help you manage emails, documents, tasks and jobs, accelerate workflows and automate processes, FYI is a game-changer for any thriving accounting practice.

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Overview

Run your accounting practice efficiently, reduce admin time and offer clients a high level of professional service.

  • One place for your team to work together – from anywhere.
  • Work from a dedicated workspace for each client, with client details, emails, documents, jobs, and tasks in one shared place for your team.
  • Maintain a complete client file, with every email, document, phone call, meeting record and file note at your fingertips
  • Automate the creation and filing of emails and documents
  • Use powerful search and sort tools to access information in seconds
  • Use workflows to review and approve documents in a flash
  • Delegate and manage tasks
  • Work with XPM Jobs and create time sheets with ease
  • Use co-edit to collaborate with your team and clients, share documents securely, and deliver exceptional client service
  • Automate any repetitive multi-step task to save valuable time

FYI integrates with a growing number of industry-leading platforms, so you can automate data capture, digital signatures and more. Click here to lean more.

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

Videos

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