INTEGRATIONS
Connect FYI to your favourite apps
Integrate with these industry-leading platforms to automate data capture, digital signatures and much more.
Harness the full power of Microsoft 365 in your practice. FYI is deeply integrated with Outlook, Office, OneDrive and Microsoft Teams.
Leverage Windows authentication and security
Access FYI from within Outlook and auto-file client emails
Use enhanced document creation and editing tools
Access FYI from within Word, Excel and PowerPoint
Share documents securely using OneDrive
Receive FYI notifications via Microsoft Teams
Sync your practice data
Sync with your preferred practice management software for a universal view of each client from within FYI. Your data will always be up to date and accurate, and there's no need to manually update multiple platforms.
Connect FYI to the tools you love
FYI's integration with XPM is really profound. It makes document management a breeze, and we now use FYI to manage jobs, reporting, tasks and workflow using the solid foundations that XPM provides
