Setting up a trial account in FYI is simple.
There’s nothing to install locally and no credit card required.
All you need is an Office 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
- Set up your Trial Account in FYI
- Add the FYI Apps for Office and Outlook
- Optimise your desktop environment for use with FYI
Note: Microsoft 365 Business Basic or Business Standard is the minimum requirement.
Watch this 2-minute video to see how easy it is.