FYI Hero


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.

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.



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.

About this app

Cost (from)


Free Practice Subscription
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
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

No articles or blog posts have been written by FYI yet.

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

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