Document management and process automation, purpose-built for accountants.
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.
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.
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.
Auto filing emails
Jobs & tasks
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