Platform Overview

Welcome to the world’s most automated document management platform!

FYI is a cloud-based productivity tool built by accountants, for accountants.

Integrating seamlessly with Xero Practice Manager, our unique blend of client-centric document management delivers a step-change in practice automation and efficiency.

This top-level Introduction to FYI provides an overview of our mission, key features and what makes FYI unique.

Download the PDF to share with your team.

Platform Pre-Requisites

FYI is deeply integrated with Microsoft 365 to deliver document and email automation.

The FYI Add-ins don’t require any desktop installation.

Refer to Adding the FYI Add-ins for Office and Outlook.

Integration with Xero Practice Manager allows you to sync your clients, client groups, team and jobs without having to maintain data in multiple locations.

Refer to Default Automations.

Platform Features

The FYI platform is built around nine core modules, each of which are continually enhanced and improved:

Emails

Automatically capture and file client emails in Outlook and store centrally for the practice. Access email templates, assign tasks and more, without leaving the email you are working on.

For more information, refer to the section Emails.

Documents

Automate the creation and filing of documents, assign tasks and more, without leaving the document you are working on in Word, Excel or PowerPoint. Use practice stationery and templates with merge fields to improve quality and productivity.

For more information, refer to the section Documents.

Search and Retrieval

FYI blends emails, documents and client interactions in a single client-centric database in the cloud, so you can access information in seconds. File and retrieve jobs at a job level, and use views, sorting and filters to locate information, plus the full power of metadata and tags rather than folders.

For more information, refer to the section Search and Retrieval.

Clients

Work from a dedicated workspace for each client to view emails, documents, jobs and tasks related to a client or group. Access to recent interactions in an instant and record phone calls, file notes and meetings to maintain a complete client file.

For more information, refer to the section Clients.

Task and Comments

Create, delegate and view tasks with ease. Get notified when tasks are completed, and use Comments to collaborate with your team.

For more information, refer to the section Tasks and Comments.

Jobs and Time

Display and maintain XPM jobs within FYI. File documents at a job level. Record time from within FYI, synced back to XPM.

For more information, refer to the section Jobs and Time.

Workflows

Assign authority to review and approve documents, auto-update the workflow status of documents and save time by applying digital signatures.

For more information, refer to the section Workflows.

Collaborate

Collaborate with your team and clients. Use co-edit, share documents securely, receive documents from clients.

For more information, refer to the section Collaborate.

Process Automation

Use time-saving automations across document creation, import and filing, email communication and more!

Select from a range of sample processes to get you started:

• Import tax returns from Xero Tax daily, auto-filing a link in FYI
• Batch-create, import and auto-file consistently names sets of reports from your Client’s Xero Ledger with a single click
• Automatically capture and file source documents from BGL, OneDrive, and in the near future, from Dropbox and Drive
• Daily import tax assessments from the ATO, with automatic cross-check with Xero Tax, filing and generation of client email correspondence
• Or create Custom Processes to automate any repetitive task across the practice. Design your own automations across client service, marketing, practice admin, HR and more.

For more information, refer to the section Process Automation.