Guide to Integrating with Xero Practice Manager
This quick reference guide provides an overview of the sync process and maintaining a single source of truth when integrating FYI with Xero Practice Manager.
Click here to download the guide.
For more information, refer to Apps and Integrations.
Start a free trial, navigate FYI, learn the essentials.
Access our library of video tutorials, training webinars and masterclasses.
Configure FYI, migrate your documents and onboard your team.
Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray