FYI + Dashboard Insights
FYI and Dashboard Insights work together to turn your practice data into meaningful, visual insights — helping you make confident, data-driven decisions every day.
Real-Time Visibility Across Your Practice
Dashboard Insights connects directly with FYI to deliver powerful reporting and analytics for accounting firms. By transforming live data into visual dashboards, it helps you track performance, measure progress, and identify opportunities with clarity.
A Single View of Practice Performance
The integration draws key metrics from FYI and your connected apps to provide a comprehensive overview of firm performance. From client activity to workflow efficiency, every insight is presented in an intuitive, easy-to-understand format.
Data That Drives Action
With clear visibility over team productivity, client engagement, and process bottlenecks, Dashboard Insights empowers decision-makers to act faster and smarter. It’s about turning information into action — driving continuous improvement across your firm.
Effortless Integration, Instant Clarity
Connecting FYI with Dashboard Insights is simple and secure. Once linked, your data flows automatically, ensuring dashboards always reflect your most current information — no exports or manual updates required.
