FYI + Zato
Connect FYI with Zato to streamline accounting and compliance workflows. Synchronise clients, jobs and documents between the two platforms, reducing manual handling while keeping a complete record in FYI
Streamline document workflows
Synchronise documents between FYI and Zato to reduce manual handling and duplication. Give your team access to the information they need while keeping workflows moving efficiently.
Keep compliance records complete
Sync workpapers, journals and reconciliations from Zato back into FYI. Keep supporting documents together with your client records, helping maintain a complete file for compliance and audit purposes.
Maintain a single source of truth
Keep centralised visibility of jobs and documents across FYI and Zato. With FYI remaining your source for document updates, your team can work across both platforms while maintaining consistent records.
Connect your accounting workflows
Bring FYI’s document and practice management together with Zato’s AI-powered accounting workflows. Connect the information your team already manages in FYI with Zato to support compliance work from preparation through to review and sign-off.
About Zato
