Getting the Most Out of FYI

Run Time:   45 minutes


Session 1 – Tuesday 23rd July 12PM AEST

Session 2 – Wednesday 24th July 12PM AEST

Session 3 – Thursday 25th July 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.

Anna Cochrane

Client Success Consultant

Anna has been in the Accounting Software industry for over ten years across key Accounting software companies. She has a passion for seeing time saved and loves seeing firms embrace technology that will create efficiencies for both the team and clients. Anna manages new FYI practices, assisting them in their onboarding and ensuring they start on the path to building these efficiencies through FYI.

Lauren Marsh

Client Success Consultant

Lauren has over 11 years experience in the accounting industry, both productive roles and practice management, she understands how game changing a good piece of software can be to a practice. Lauren now works with the Client Success team ensuring each individual practices' Onboarding journey to FYI is easy and seamless. She loves helping our clients maximise the benefits that FYI can bring, ensuring scalability, increased efficiencies, time savings and overall success.

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. 

Andrina Atkins

Client Success Consultant

Andrina is a Chartered Accountant with over two decades of experience in the accounting industry, both working in practice (including Big Four) and working in accounting software. Andrina now works in our Client Success team, she loves spending time with clients to truly understand their pain points and provides advice and solutions to help our clients leverage the full potential of FYI for their practice and team.

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.

Manish Prag

Client Success Consultant

Manish has dedicated his career to helping small to multi-partner accounting practices optimise a wide array of accounting applications to ensure they're achieving maximum ROI. He is passionate about building client relationships and ensuring the quick and effective adoption of new systems for early and ongoing returns in their investment. As a member of our Client Success team, Manish focuses on onboarding new FYI practices effectively and efficiently.

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