FYI

FYI Hero
Document management and process automation, purpose-built for accountants.

About this App

At FYI, the mission is simple: to liberate accountants by halving the time you spend on compliance and admin. Our unique blend of online document management, with built-in collaboration tools and a powerful automation engine sees firms run more efficiently and with less risk.

Key benefits

Document management

Store every email and document in a single client-centric database in the cloud, accessible anywhere, anytime. With the practice document templates, you can create consistency with your brand for all outbound communication.

 

Manage your work

With full job and task management, you can be confident of hitting deadlines. All jobs & tasks can be controlled with a simple-to-use jobs board.

 

Automate

Eliminate the need for humans to complete repetitive and predictable tasks with our automation engine. This frees up time for you to spend on what matters most, adding value to your clients businesses.

Cost (from)

£5/month

Free Practice Subscription

Trial

30 day free trial, fully functional, no credit/debit card required

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms

Integrations

  • ACCOUNT KIT

  • Active Directory

  • Adobe Sign

  • Annature

  • ATO SmartDocs

  • ATOmate

  • BGL CAS360

  • Cimplico Workpapers

  • Cloudoffis

  • Companies House

  • Content Snare

  • DocuSign

  • FuseDocs

  • FuseSign

  • GREATSOFT

  • Show 25 more...

Geographies Served

  • Australia

  • Canada

  • Hong Kong

  • Indonesia

  • Ireland

  • Malaysia

  • New Zealand

  • Singapore

  • South Africa

  • United Kingdom

  • USA

App features per category

Document Management

  • Document templates

  • Process automation

  • CRM

  • Auto filing emails

  • Time recording

  • Collaboration

  • Jobs & tasks

  • Workflow

Resources by FYI

Visit FYI

Some details on this page are subject to change. If you see something wrong please contact us here.

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