Does FYI integrate with Google Drive and Gmail?
Currently, and for the foreseeable future, FYI is only available for practices using Microsoft 365.
The reason for only working with Microsoft 365 is a combination of:
- The degree of automation we can achieve with this as a development platform
and
- The vast majority of accountants (by user count) are using Microsoft 365
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
new collaborate, automation, merge fields, primary client, in tray