FYI + Abacor
Connect FYI with Abacor to capture client conversations, supports with pre-meeting prep, generate AI-powered meeting summaries and keep follow-up actions organised across your practice.
FYI and Abacor work together to help accounting firms capture meeting insights, manage follow-ups and keep client information organised with less manual admin.
Automated Meeting Records
Abacor captures meeting transcripts and summaries, then saves them directly in FYI against the relevant client.
Synced Client Data
Client information is shared between FYI and Abacor, helping teams keep records accurate and aligned.
Follow-Up Task Management
Action items from meetings can be created and synced, making it easier to track next steps after client conversations.
Reduced Manual Admin
The integration removes the need for manual note-taking and double handling, giving teams more time to focus on client work.
About Abacor
Abacor is an AI-powered platform built for accounting firms to streamline client meetings and reduce manual admin. It helps teams prepare for meetings, capture conversations, generate summaries, identify follow-up actions and update practice management systems, making it easier to stay organised and focused on client relationships.