Advanced Automation Series


Session 1 – Thursday 23rd March 12:30 pm AEDT

Session 2 – Thursday 30th March 12:30 pm AEDT

Run Time:

30-minute sessions


With our automation tools, you could be achieving over 20% in efficiency gains! In this series we’ll be hosting two 30-minute workshops to help you take your automations with FYI to the next level. Get step-by-step instructions, handy tips and tricks, and sample automations – ready for you to upload and customise to suit your practice.

In this series, we will cover:

  • Advanced Automations for Jobs
    Leverage a range of features in FYI to take your job management to the next level by automating rollovers, information requests and job status updates. Making sure the team know when it’s time for them to play their part and delivering a great client experience.
  • Advanced Automations for Data Integrity
    Learn how you can use the FYI Automation engine to be alerted to data issues, making sure nothing slips through the cracks. Minimising errors and ensuring you deliver a great client experience every time.

This series is designed to help you leverage FYI’s automation engine, and #automate repetitive work for your practice. Please note this session is designed for practices that are familiar with and using Automations actively today, we’ve designed this session to help you take your Automations to the next level with advanced features and ideas for your practice.

If you can’t make the live events, register to receive the resources post-event including the webinar recordings.

Cassie Kaddatz

Head of Client Success

Having worked in the accounting industry for more than 16 years, Cassie has a deep understanding of the requirements for practice success. She now works across FYI’s Client Success and Product teams to ensure our clients are benefiting from the platform’s many features to save time, improve efficiencies and get maximum ROI.

Adam Ling

New Business Manager

Adam is a Chartered Accountant with more than 8 years working in the profession where he specialised in cloud-based systems. He is a part of our New Business Team to ensure all FYI clients know what makes FYI unique, and their questions are answered.

Jessica Pol

Client Success Consultant

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

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