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.
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
Mobile Platforms
Integrations
AccountKit
Active Directory
Adobe Sign
Annature
ATO SmartDocs
ATOmate
Cimplico Workpapers
Cloudoffis
Companies House
Content Snare
DocuSign
FuseDocs
FuseSign
GREATSOFT
Microsoft 365
Geographies Served
Australia
Canada
Hong Kong
Indonesia
Ireland
Malaysia
New Zealand
Singapore
South Africa
United Kingdom
USA
Industries
Document templates
Process automation
CRM
Auto filing emails
Time recording
Collaboration
Jobs & tasks
Workflow
Announcing the Run From Lists feature for Manual Automation Processes
Unlock the power of AI + Automation
Visit the App Advisory Theatre at Accountex London! 15th-16th May 2024
Accountex London 2024 Scavenger Hunt
FYI’s innovation and collaboration with Xero recognised at prestigious national awards
Visit FYI at the Digital Accountancy Show 2024
FYI resolving problems of remote and hybrid working with digital workflows
Integrating with AccountsIQ Just Got Easier with FYI
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FYI: Billing by the second – The power of cloud-first job management
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FYI is five!
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FYI: Why manage your practice when you can automate it?
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FYI - The Future of Accountancy: Basic Automation vs. Bespoke Automation
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FYI favourites
FYI Elite
Closing the folder on traditional document management with FYI
FYI Software brings greater collaboration with SharePoint integration
Proven ROI, as proven by our customers from FYI
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