Making life easier for accountants

The FYI team works with more than 27,000 accountants across Australia, New Zealand and the UK. Here are some of their stories.

FYI also partners with ANZ Networks to maximise their investment and streamline their onboarding.
The document management does what it says on the box, but the winner is the automations

Creating a single point of truth to achieve awards success

Xero award nominee DNA eyes top spot with FYI

Australia’s Leading Integrated Accounting and Wealth Services Thrives with FYI

Digital-led accounting firm soars with FYI

UK practice goes for growth with the help of FYI

NSW firm onto a winner with FYI’s automations

Century-old firm moves forward, fast, with FYI

Multi-service accounting firm unpack the benefits of FYI

Gisborne firm changes everything for the better

UK practice transitions to success with FYI

Three years on and SA practice is All In on the benefits of FYI

Kiwi Firm tastes the sweet benefits of automation

Marlborough accounting firm toasts to the future thanks to automation

Taking a giant leap into the future with FYI and Xero Practice Manager

Firm at the vanguard of cloud revolution brings it all together with FYI.

Queensland accounting firm embraces new way of working.

Embracing document management and automation to work remotely.

National accounting firm leverages FYI for digital success.

Moving to the cloud with Xero and FYI was the right choice.

We’ve helped practices around the world. And the results speak for themselves.

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practices onboarded
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users trained
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time savings within three months
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saved on every compliance job

What customers are saying

What the accounting world needed

Great app and the people behind this product are the innovative leaders that the accounting world needed to shake things up!! Highly recommend to all accounting practices that want to move away from the old ways and into an automated, connected and cloud based document management system.

Andrew Holdsworth
Efficiency plus!

FYI has improved efficiency across all aspects of our business. From document management and retrieval to process automation and internal tasking. They are constantly improving and refining their software and we couldn’t be happier with their product.

Alistair Scanlon
Great product

I have been using FYI for a few months now and the usability is great. On the administration side, this app really focuses on making life easier so that you can provide a quality service. The integration with Xero is excellent, both softwares work together with ease to keep everything updated. Documents are in one place making everything easy to find. I love the filter feature – it definitely makes it even easier to find! Would definitely recommend this product!

Madison Turner
Brings everything together

FYI has been fantastic for us to bring together disjointed pieces of our app stack. The way it pulls all the necessary information from XPM has been fantastic (XPM is our point of truth for all client and job information) and means we don’t have to enter any information twice! I love how transparent they are on improving the products. Their pace of incremental improvement is just incredible.

The ability to structure our documents against Cabinets and jobs has been a massive win and there is no way we could go back to a nested folder structure.

Shane Scott
A must have for any practice!

We made the decision to move our practice to Xero in early 2021. When it came to document management, we considered both SuiteFiles and FYI. It was a no-brainer to choose FYI. Its extensive list of features, and obvious commitment to ongoing improvements were winners for us. We have a team of 20 staff across 3 offices, with some staff working from home. FYI’s task and collaboration features make it easy to assign work and manage workflow. FYI is the must-have app for any practice using XPM.

Tim Zirkler

We are new users to FYI and think the app is awesome. Cool features like the ability to bulk update records in XPM and the Job lists in FYI to manage workflow definitely help our productivity and enjoyment using XPM. They have great support and onboarding processes and really helpful team members in Jack and Cassie.

Glenn O'Bryan
Fantastic document management solution

The automation and time saving is fantastic. So good to move off a server into a cloud-based solution. Great team to deal with! Thoroughly recommend.

Alan Quinlan

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