PRACTICE MANAGEMENT FOR ACCOUNANTS
Unlock your practice's potential
Streamline essential tasks and gain complete visibility over your team, clients, and finances—so you can focus on growth.
A new standard in practice management
Designed for accounting practices, FYI addresses the unique challenges of complex invoice approvals, dynamic reporting, multi-entity billing, and sophisticated WIP management.
- Time & Billing
- Reporting
- Employee Management
- Client Maintenance
Get ahead with an effortless time management system
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Improved billing accuracy
Automate invoicing, time tracking, billable hours, rate management, and disbursements to streamline processes and eliminate manual effort.
Streamlined approval process
Streamline invoice approvals with flexible workflows, comprehensive overviews, automated recurring approvals, and team collaboration through comments.
Increased employee productivity and satisfaction
Automate time recording with automatic time entries upon task completion, and gain insights through real-time dashboards and detailed reporting on chargeable and capacity-reducing time types.
Enhanced invoicing flexibility
Streamline invoicing with flexible options, automated creation using dynamic fields, 2-way Xero Ledger sync, and tracking for detailed financial segmentation.
Boost productivity with automated reporting
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Streamlined report creation
Generate comprehensive, customizable reports quickly with templates or custom options, enhanced by FYI’s powerful automation engine.
Intelligent data handling
Leverage seamless Excel integration for advanced analysis with live updates, real-time performance insights, and immediate data refreshes from FYI.
Enhanced communication and security
Enhance collaboration and security with tailored notifications, controlled access, automated filing, and robust measures to protect and share insights securely within your team.
Manage employees quick, smart
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Streamlined HR processes
Securely manage employee records, automate onboarding and offboarding, streamline internal processes, and simplify performance reviews with tailored automations
Enhanced security and compliance
Ensure confidentiality with secure access controls, a dedicated Employee Cabinet, and tailored security settings for HR-specific needs.
Productivity and scalability
Automate HR tasks and streamline processes with custom fields, milestone tracking, and scalable automation for onboarding and growth.