Getting the Most Out of FYI

Run Time:   45 mins


Session 1 – Thursday 11th May 12PM AEST

Session 2 – Thursday 18th May 12PM AEST

Session 3 – Thursday 25th May 12PM AEST


Our very popular ‘Getting the Most out of FYI’ series, is returning again this year! Designed for new practices or those that need a refresh on FYI’s core features, this series will help you and your team take productivity to the next level, recover more time and concentrate on work that adds more value.

In this 3-part series we take a look at our key feature sets and how you can use them in your day to day to get the most out of FYI. We’ll be providing step by step best practice on each of these features and how to leverage them with your team.

In this series, we will cover:

  • Session 1:  Emails that file themselves
    Explore how you can save up to 21 minutes per day per user and automatically file 70% of your email correspondence. In the first session of the series, we’ll take you through our best practice for Email AutoFile settings and get you #lightspeed with your emails.
  • Session 2:  Make your practice more productive
    Are you ready to enhance your productivity? The second session of the series is designed to help you achieve #maximumefficiency by leveraging FYI’s productivity tools in your practice. Our team will deliver step by step tips, tricks, and instructions that you can immediately put into practice to make your whole practice more responsive.
  • Session 3:  Automate to save hours on routine work
    We’ll get you started with our automation tools and save your practice hours by automating low value, routine tasks. The last session of our 3-part series is designed to help you leverage FYI’s automation engine and #automate repetitive work for your practice.
    To get the most out of this session you will need to ensure you’re across the fundamentals of this feature, we recommend reviewing the Getting Started with Automations Guide.

If you can’t make the live events, register to receive the resources post-event including the webinar recordings.

Phil Catania

Client Success Consultant

Phil has worked for multiple accounting software providers and has over 7 years of experience in Onboarding roles. He loves when a practice can see the benefits FYI can bring and ask themselves why they didn’t make the change sooner. Phil manages the onboarding of new FYI practices, guiding them through the onboarding journey and putting them onto the path to success. 

Adam Ling

New Business Manager

Adam is a Chartered Accountant with more than 8 years working in the profession where he specialised in cloud-based systems. He is a part of our New Business Team to ensure all FYI clients know what makes FYI unique, and their questions are answered

Robyn Cowe

Client Success Consultant

Robyn was in practice for almost a decade, in an Administration and Systems role. In that time, she had valuable experience in implementing a range of accounting systems, ensuring efficiency was created across various accounting processes. Now, with that knowledge, Robyn manages the onboarding of new FYI practices, assisting them on their journey to ensure they see early and ongoing returns in their investment in FYI.

Jessica Pol

Client Success Consultant

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

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