FYI + FeeSynergy
FYI’s integration with FeeSynergy automates the way you manage client reminders, statements and debtor follow-ups. Save time, reduce manual effort, and give your team instant visibility into all your client correspondence—right where they need it.
Automatically file client approvals with ease
Use FeeSynergy Collect to manage Engagement Letters and Direct Debit Authorities. Once approved by the Client Partner, documents are automatically synchronised and filed in FYI against the correct client—no manual handling required.
Consistent filing, your way
Set your default Cabinet and Categories so Engagements and Authorities are always filed in the right place—aligned with your firm’s structure and compliance needs.
Keep client records in sync
Clients are automatically matched and synchronised between FYI, FeeSynergy, and Xero using Contact Numbers—so your client lists stay accurate and aligned across platforms.
Bring your history with you
FeeSynergy can upload your historical engagement documents during implementation, so everything is filed in FYI from day one—no gaps, no manual effort.
About FeeSynergy
Take control of your debtor communications with FYI’s new integration with FeeSynergy, available for practices in Australia and New Zealand. Automatically sync client contact details from FYI to FeeSynergy and view key FeeSynergy data within FYI – saving time and reducing data duplication.
