Announcing new integration with Cimplico Workpapers (Australia and New Zealand)

FYI now integrates with Cimplico Workpapers, a compliance workpaper solution for professional accounting firms. Using advanced logic and sophisticated algorithms, Cimplico Workpapers guides users through the preparation, review, and approval process, ensuring compliance with quality standards efficiently.

What does this mean for FYI users?

The integration with Cimplico Workpapers offers a number of benefits, including the ability to:

• Onboard Groups, Entities and Users from FYI
• Automatically import files from FYI into a specific workpaper

Who is this available for?

This integration is available for all Australian and New Zealand users of FYI on the Pro Plan.

For more information, please visit Cimplico.

Want to get started?

An FYI Admin or a user with Automations permissions will need to connect your Cimplico account with FYI. Refer to Integration with Cimplico.