Plans to match your journey to full process automation
Explore everything FYI can do with free trial access to all features for your first 30 days.
Try for Free:
- Access all features
- Involve your team
- Full email support
- No commitment
$NZD all prices excluding GST
*minimum 5 users per plan
- Sync with your Practice Management solution
- Auto-file emails & attachments
- Email templates & signatures
- Task management
- Dedicated client workspaces
- Document management
- Search and retrieval tools
- Job management
- A selection of sample process automations
Includes everything in Intermediate, plus:
- Additional client security
- Kanban-style jobs board
- Timesheets into Xero Practice Manager
- Custom process automations
- Access to all app integrations
Includes everything in Intermediate and Pro, plus:
- Time & Billing
- Client Maintenance
- Employee Management
- Capacity Planning
All plans include: Premium customer support | Educational Resources | Regular product updates
Sync with Practice Management SoftwareSync with Xero Practice Manager on all plans, or with any of our integrated practice management solutions on Intermediate and Pro plans.
Dedicated Workspace for each ClientEmails, documents, jobs and tasks - in one shared place for your team.
Record Meetings, Phone Calls, File NotesCapture every interaction to provide a complete history of every client relationship.
View Information for Client GroupsView documents, tasks and jobs by Client Group or by individual Client.
Customisable Client ViewsCreate views to access information in the way that suits your practice.
Client SecurityControl access to sensitive information.
Centralised Email StorageEvery client email stored centrally - not locked away in individual inboxes.
Integration with Microsoft OutlookFile an email, delegate a task, initiate a workflow, and more without leaving Outlook.
Email AutoFileClient emails can be auto-filed and immediately accessible to your team.
Email SignaturesApply practice or user specific signatures to emails.
Email TemplatesAuto-create emails using templates including merge fields, auto-filing defaults and email signatures.
Email AttachmentsAttached documents are automatically filed against client and job - no need to upload.
Automatic Email ThreadingEmails in a thread are automatically linked and filed in FYI.
Centralised Storage of All Document TypesStore your documents in a single client-centric database in the cloud.
Knowledge CabinetsStore practice templates, policies and procedures so they are easily accessed by your team.
Integration with Microsoft OutlookAccess FYI without leaving the document you are working on in Word, Excel or PowerPoint.
Document TemplatesCreate standard documents in seconds using practice templates.
Create Document WizardsCreate documents that are automatically filed in FYI.
Document ActivityAutomatic maintenance of activity on every document.
Seamless Check-In / Check-OutEnsure multiple users can never make simultaneous edits to a document.
Multiple Filing OptionsFile documents in FYI using Drag & Drop, Bulk Import or Save from Office.
Document ActionsSingle mouse clicks to preview documents, create doc links, share documents and more.
SEARCH AND RETRIEVAL
Configurable Filing CabinetsStore client and practice documents in a way that reflects your unique requirements.
Cabinet SecurityProtect sensitive documents and allow control access rights to cabinets.
Cloud Storage of All Document TypesStore all your documents in the cloud in a single client-centric cloud database, accessible anywhere, anytime.
Dynamic SearchNavigate seamlessly between Group, Client and Job to locate documents in an instant.
Metadata and Full Text SearchUser powerful search tools, sorting, filtering and tags to retrieve information in seconds.
Document Views (Standard & Custom)Use standard and customised views to put specific sets of documents at your fingertips.
Starred DocumentsMark documents you use frequently for easy access.
TASKS AND COMMENTS
Create TasksAdd a task to an email or document, making it quick and easy to delegate wokr.
Custom Task ViewsMonitor workload by individual, client, job or practice-wide.
Shared Task ListsSee who's doing what so that nothing gets missed.
Task CategoriesPrioritise tasks and customise task lists to suit your practice.
CommentsAdd comments to emails and documents to share with your team.
NotificationsGet notified when tasks are assigned or completed, or when an automation has run.
JOBS & TIME
Two-way sync with Xero Practice Manager JobsUpdate jobs automatically or in bulk and sync with Xero Practice Manager.
Jobs ListKeep track of time spent versus budget and monitor job progress for your team.
Jobs WorkspaceList every email, document and task related to a job.
Document Filing by JobFile emails and documents to a Xero Practice Manager job for easy access.
Jobs BoardMake it super-easy to visualise work, update job states and spot bottlenecks.
Time Sheets (into Xero Practice Manager)Complete time sheets in just a few clicks – synced to Xero Practice Manager.
Scanned SignaturesAdd your digital signature to a document with a single click.
User Specific Workflow AuthorityAssign individual authority to approve client emails and documents.
Workflow StatusKnow where an email or document is up to in your workflow cycle.
Workflow ViewsTrack progress and identify bottlenecks in workflows.
Conditional Edit RightsOnce approved, edit rights on documents are restricted.
Send for SignatureIntegrate with your preferred digital signing app to send for client signature and auto-track the workflow.
AutoTrack Client Signature ProcessSee which documents have been signed, and which are still awaiting approval.
Co-Edit DocumentsCo-edit documents with your team, with clients, or both at the same time.
Share Documents with ClientsProvide secure access to documents - no separate login required.
Secure Shared Folders Share folders with clients securely.
Upload Folders for External UsersLet clients upload documents to FYI securely using personal folders.
Uploaded Document NotificationsGet notified when uploaded documents have been filed in FYI.
User Access ControlsEasy to manage user access to shared and upload folders.
Sample ProcessesChoose from a range of Sample Processes – ready to go out-of-the-box.
Automation ImportImport from a growing library of automations created by the FYI team.
Custom ProcessesAutomate any repetitive, multi-step process unique to your practice.
Process TriggersSchedule automations to run automatically or manually.
Process FiltersCreate automations specific to clients, jobs, tasks or document types.
Process StepsCustomise your automations using the steps followed in your practice.
Inbuilt ProtectionsTest before you deploy to make sure everything runs smoothly.
Process ChecklistCheck the progress of each automation.
Process ActivityKeep an eye on changes made to automations in your practice.
Advanced WIP Management
Multi ledger invoicing and reconciliation
Universal Merge Fields
APPS & INTEGRATIONS
Productivity SoftwareOutlook, Office, OneDrive.
Practice Management SoftwareXero Practice Manager, MYOB, Greatsoft, APS.
Digital Signing AppsAdobeSign, Annature. DocuSign, FuseSign
Corporate Compliance AppsBGL, NowInfinity
Tax AppsXero Tax, ATO Smartdocs, ATOMate
Accounting AppsFuseDocs, Xero Ledger
Other AppsAccountKit, The Gap, myprosperity, Zapier