Automate document & practice management for your firm
- Practice-wide visibility
- More productive teams
- Time saved every day
- Connected practice apps
- Automated admin and workflows
Bring scattered systems together
Many New Zealand practices come to us already having practice software, tools and internal processes. But their day-to-day work still sit across inboxes, folders, spreadsheets and disconnected systems.
That creates extra admin, duplicated effort and limited visibility over what’s happening across clients, jobs and the team.
FYI helps bring the moving parts together with connected document management for your everyday client work, with the option to upgrade to FYI Elite when your team is ready for broader practice management.
Document management built for accounting teams
Client documents in one secure place
Emails connected to client work
Tasks and approvals with clear ownership
Automation
A new standard in practice management
When your practice is ready for more, add advanced practice management capability to the same connected platform, available on FYI Elite, our top tier plan.
- Time & billing: Capture time, manage WIP and streamline invoice approvals.
- Reporting: Access real-time practice data without manual spreadsheets.
- Employee management: Manage employee records, reviews and access controls.
- Client management: Keep client details, documents, jobs and tasks connected.
- Forms: Collect client information securely and trigger workflows automatically.
Dedicated support for New Zealand practices
When you reach out to FYI, you’ll be supported by our New Zealand-based team who genuinely understands the local market and the needs of accounting practices.
We’ll take the time to understand your team, processes and goals to help you find the right solution that supports your next stage of growth.
