Process Automation Feature Walkthrough
Transform the way your practice works with FYI’s Process Automation.
Purpose-built for accountants, this feature empowers your team to automate repetitive tasks, standardise workflows, and maintain consistency across every client interaction. With powerful triggers, filters, and pre-built templates, you can streamline work from start to finish — freeing up more time for strategy, collaboration, and client success.
Simpler. Smarter. Faster. Automation built for accountants.
To explore how Process Automation can unlock efficiency and strategic insight for your firm, book a personalised platform tour here.