FYI
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
- iOS
Integrations
AccountKit
Active Directory
Adobe Sign
Annature
ATO SmartDocs
ATOmate
Cimplico Workpapers
Cloudoffis
Companies House
Content Snare
DocuSign
FuseDocs
FuseSign
GREATSOFT
Microsoft 365
Show 19 more...
Geographies Served
Australia
Canada
Hong Kong
Indonesia
Ireland
Malaysia
New Zealand
Singapore
South Africa
United Kingdom
USA
Industries
App features per category
Document Management
Document templates
Process automation
CRM
Auto filing emails
Time recording
Collaboration
Jobs & tasks
Workflow
Resources by FYI
- News
Announcing the Run From Lists feature for Manual Automation Processes
FYI are excited to announce that the ability to run Automations from Lists is now available for all practices.14 Nov 24 - Webinars
Unlock the power of AI + Automation
As the conversation around AI continues to gain momentum, understanding its practical application in accounting is more crucial than ever.5 Sept 24 - News
Visit the App Advisory Theatre at Accountex London! 15th-16th May 2024
On top of exhibiting on stand 1671, we are also hosting a full programme of talks from our own App Advisory Theatre (Theatre 9) throughout the conference!30 Apr 24 - Blog
Accountex London 2024 Scavenger Hunt
Join in the fun! The App Advisory Plus Scavenger Hunt is for anyone to try - find all 12 bucks from our participating partners' stands for your chance to win!29 Apr 24 - News
FYI’s innovation and collaboration with Xero recognised at prestigious national awards
26 Mar 24 - News
Visit FYI at the Digital Accountancy Show 2024
Find FYI on stand C8 for demonstrations for their platform.26 Mar 24 - Blog
FYI resolving problems of remote and hybrid working with digital workflows
‘Workflows’ is the phrase du jour for any business owner seeking increased efficiency and visibility of work.26 Mar 24 - News
Integrating with AccountsIQ Just Got Easier with FYI
The new Integration Applications Developer Portal is now live which means integrating with AccountsIQ just got faster and easier.20 Feb 24 - Blog
Embrace the Future: Transforming Accounting with Technology by FYI
Automation is reshaping accounting, driving efficiency, remote work, and client relationships, urging firms to embrace new technologies with support from FYI's comprehensive tools.15 Feb 24 - Blog
FYI: Billing by the second – The power of cloud-first job management
FYI offers a cloud-based job management solution simplifying billable hour tracking, reducing errors, saving time, and enhancing collaboration for efficient business processes.25 Jan 24 - Blog
Master Efficiency with the Ultimate Trifecta: FYI x FuseDocs x FuseSign
You don’t need an expert to tell you the accounting industry is evolving fast, but you can use their advice to stay ahead. This article is here to arm you with the tools to do exactly that.16 Jan 24 - News
FYI is five!
Document management and process automation software FYI celebrates its fifth birthday.20 Dec 23 - Blog
FYI Innovation in the everyday: Why document search and retrieval is the key to a sophisticated operation
What could you do with a third more hours in the day? This is how much of the day the average UK worker spends on general administration tasks.19 Dec 23 - News
Digital-led accounting firm soars with FYI: Customer story
To support two mergers, which saw the team grow by over 500 per cent in 18 months, DSK Partners LLP sought the help of FYI.23 Nov 23 - Blog
Revolutionising Document Management in Accounting: The Impact of FYI’s Practice Sync with CCH and IRIS users
As the accounting world transitions to cloud-based operations, many firms still rely heavily on desktop-based practice management systems for their everyday tasks.23 Nov 23 - Blog
FYI - The email overload crisis in accounting: Navigating the tumultuous waters of modern communication
In the ever-evolving landscape of the accounting profession, one of the most formidable challenges that has emerged is the overwhelming influx of emails and documents.23 Nov 23 - Webinars
FYI Practice Sync: A gradual approach to the cloud
If you’re a CCH or IRIS user who is considering moving to the cloud, this webinar is a must-attend event. 16th November 2023 at 10am UK16 Nov 23 - Blog
FYI: Why manage your practice when you can automate it?
Does managing your firm conjure up thoughts of corner offices, high backed chairs and power lunches? Thought not. Sadly those days for most businesses have gone.1 Nov 23 - Blog
FYI: Return on Investment – How to quantify your investments in technology?
The last half a decade has seen the use of technology, particularly cloud-based platforms, skyrocket within the world of accounting.24 Oct 23 - Blog
FYI - The Future of Accountancy: Basic Automation vs. Bespoke Automation
Automation is no longer a buzzword—it’s an essential part of many firms’ operations. While the focus may be on what comes next, in the form of AI and machine learning, the here and now is automation.24 Oct 23 - Blog
FYI: Liberation through automation
File, file, file. Search, search, search. Lodge, lodge, lodge. Sound familiar?9 Oct 23 - News
FYI favourites
Top platform features by leading FYI clients19 Sept 23 - News
FYI Elite
Our vision is to empower practices with a seamless platform where document and practice management unite, driven by FYI’s advanced process automation and workflow capabilities — an evolution in practice management.5 Sept 23 - News
Closing the folder on traditional document management with FYI
Accounting has long been a minefield of documents. Invoices, balance sheets, purchase orders, receipts… need we go on? But the way we manage those documents today has, thankfully, changed for the better.1 Aug 23 - News
FYI Software brings greater collaboration with SharePoint integration
To empower firms to achieve more, FYI Software has revealed its latest and most exciting update to its collaboration tool7 Jul 23 - News
Proven ROI, as proven by our customers from FYI
From research and revolutions to ROI, let’s look at the experience of leading accountancy practices using FYI.6 Jul 23
Some details on this page are subject to change. If you see something wrong please contact us here.
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