Setting up a trial account in FYI is simple.
There’s nothing to install locally and no credit card required.
All you need is a Microsoft 365 account and an API key generated from Xero Practice Manager.
FYI will synchronise with Xero Practice Manager instantly and you’ll be able to explore the FYI Platform using live data from XPM and Client emails from Outlook.
Simply follow these four steps:
- Generate an API key from Xero Practice Manager
- Setting up your Trial Account in FYI
- Adding the FYI Apps for Office and Outlook
- Optimising your computer for use with FYI
Note: Microsoft 365 Business Standard is the minimum requirement.
Watch this 2-minute video to see how easy it is.