Elite Feature Walkthrough

Use FYI Elite to transform your practice with:

  • End-to-end practice & document management
    Unify jobs, workflows and document storage under one platform, backed by a powerful process automation engine.
  • Automated time & billing
    Capture billable hours automatically—from emails, documents or timers—and streamline timesheet creation, WIP allocation and multi-ledger Xero invoicing.
  • Flexible reporting & insights
    Generate refreshable Excel reports or integrate with Power BI to deliver scheduled, data-driven dashboards and pivot-table analyses.
  • Secure employee management
    Manage roles, leave, performance and custom data via tailored workspaces and permission-controlled process automations.
  • Intelligent workflows & approvals
    Automate routine tasks, bulk updates and approval processes to ensure accuracy, visibility and control at every stage.

To explore how FYI Elite can unlock efficiency and strategic insight for your firm, book a personalised platform tour here.

Other Webinars On-Demand

Tasks and Comments

Learn how to delegate and manage tasks with ease with FYI.

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Document Management

Learn how FYI automates the creation and filing of documents.

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Why FYI?

Revolutionise your practice with integrated document & job management.

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Email Management

Learn how FYI automates the creation and filing of client emails.

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Collaborate with your Accountant

Learn how to access and navigate your portal and safely and securely share documents with your accountant.

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