Events

We host a range of product demos, training webinars, workshops and more. There's something for everyone.

01 Jan
Live Events

Introduction to FYI

Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.

19 Feb
Live Events

The Automation Lounge

Welcome to FYI's Automation Lounge! A dedicated weekly space with a Client Success Consultant to talk all things automation for your practice.

03 Mar
Live Events

FYI Training – Live Q&A

FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.

12 Mar
10:30 am

FYI x FeeSynergy Webinar

Join FYI and FeeSynergy for a practical session on streamlining your firm’s billing, debtor management and payment processes. Discover how integrating document and workflow automation with smarter payment solutions can reduce admin, improve cash flow, and create a more seamless client experience. We’ll walk through real-world examples, demonstrate how the integration works in practice, and share tips to help your firm save time while getting paid faster. Ideal for practices looking to modernise their end-to-end processes and remove friction from invoicing through to payment.

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17 Feb
12:00 pm

Automation Workshop – Advanced

Welcome to FYI's Advanced Automation Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate a nominated automation for your practice.

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10 Mar
12:00 pm

Automation Workshop – Foundations

Welcome to FYI's Automation Foundations Workshop! A dedicated monthly workshop with a Client Success Consultant to import, configure, and activate key automations for your practice.

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Thursday
9-11am

The Automation Lounge

Welcome to FYI's Automation Lounge! A dedicated weekly space with a Client Success Consultant to talk all things automation for your practice.

Register Now >
03 Mar
12:00 pm

FYI Training – Live Q&A

FYI training for our new users, showcasing day-in-the-life scenarios using the core feature sets of FYI followed by live Q&A with one of our client success consultants.

Register Now >
Every Week

Introduction to FYI

Want to see FYI in action? Join us for a walk-through of the platform and see how FYI makes a real difference to your workday.

Register Now >

Why FYI?

Revolutionise your practice with integrated document & job management.

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Document Management

Learn how FYI automates the creation and filing of documents.

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Tasks and Comments

Learn how to delegate and manage tasks with ease with FYI.

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AI+Automation Webinar

Discover how AI and automation are reshaping accounting practices — today and into the future. In this webinar, we’ll cut through the hype to share real-world use cases, live demos, and practical steps to help your firm confidently embrace what’s next.

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Elite Feature Walkthrough

Unlock seamless workflows—from effortless time & billing to real-time reporting, streamlined HR and unified client maintenance with FYI Elite.

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FYI Elite – Employee Management Feature Walkthrough

Simplify staff management with automated onboarding, secure access controls and centralised employee data—built right into FYI Elite.

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FYI Elite – Reporting Feature Walkthrough

Bring your practice data to life with refreshable Excel reports, real-time dashboards and automated insights—all powered by FYI Elite.

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FYI Elite – Time and Billing Feature Walkthrough

Track time effortlessly and streamline billing with auto-generated timesheets, real-time WIP, and invoicing—powered by FYI Elite.

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Process Automation Feature Walkthrough

Discover how FYI’s automation engine streamlines your practice — helping you build, customise, and optimise processes that remove repetitive admin and enhance consistency.

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Email Management

Learn how FYI automates the creation and filing of client emails.

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Collaborate with your Accountant

Learn how to access and navigate your portal and safely and securely share documents with your accountant.

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