FYI Elite
- Efficient Time & Billing Management
- Advanced Reporting & Data Analysis
- Streamlined Employee Management
- Unified Client Maintenance System
- Custom Form Builder
A new standard in practice management
FYI Elite has been designed to address the specialised requirements of accounting practices.
Recognising the challenges of complex invoice approvals, the necessity for dynamic reporting, the requirement for handling multiple billing entities, and the demand for sophisticated WIP management, FYI Elite represents a new way to manage your practice.
Built upon FYI's advanced document management, process automation, and workflow capabilities, Elite is a comprehensive solution designed to streamline operations, enhance productivity, and ensure practices are well-equipped for the demands of modern accounting.
Elite also includes FYI's Custom Form Builder, replacing scattered email threads with structured, automated data collection that flows directly into your practice workflows.
Features
Time & Billing
Reporting
Employee Management
Client Maintenance
Forms
Demonstration
Dive deeper into FYI Elite’s features with our concise short video below. You’ll gain insights into the benefits for your practice, followed by demonstrations of each of these features showcasing how these capabilities come to life within FYI.
Set up & migration
As with everything we do at FYI, we have invested heavily into easy onboarding, therefore, transitioning from your current FYI plan to Elite is a simple and straightforward journey that won’t disrupt your day-to-day operations.
Switching to Elite can be completed in just about an hour, with an additional couple of hours dedicated to setting up key practice management essentials like User Rates, Productivity Targets, and Job Templates.
Our process ensures a seamless integration of all your WIP data and unpaid invoices, and paid invoices from the past 18 months directly into FYI.
By leveraging our user-friendly wizard, you’re empowered to manage the migration at a time that suits you, ensuring zero interruption to your team’s workflow.
Pricing
Building on the solid foundation of our Pro plan, FYI Elite includes all Pro features and adds a suite of advanced capabilities designed to improve practice management efficiency and productivity.
To make the transition easier, eligible practices can access Elite at the price of the Pro plan for the first three months as part of our special offer. This gives your practice time to experience the additional value of Elite before moving to the standard Elite subscription price.
Feedback from our clients highlights the strong return on investment Elite can deliver through improved visibility, efficiency and productivity across the practice.
Personalised onboarding
For practices seeking tailored support, our assisted and concierge onboarding services are the perfect solution. Let us guide you through a customised setup process to ensure you make the most of FYI Elite. Find out more about our onboarding journeys and how to choose the right journey for your practice and team here.
Elite FAQs
What if I am not an FYI user?
What impact will adopting FYI Elite have on my team?
What does the implementation process involve, and what data gets migrated?
Is training available for FYI Elite?
Is there a trial Elite?
Next steps
Learn more
