Discover What's New
Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the Integration with Socket (United Kingdom only)
FYI is excited to announce a new integration with Socket, enabling seamless proposal management and engagement document handling.
What does this mean for FYI users?
The integration with Socket offers the following benefits: Client and Contact Sync, Proposal Workflow, Document Synchronisation, Smoother Client Onboarding
Who is this available for?
The Socket integration is available to practices in the United Kingdom on the Pro or Elite plan.
Announcing the release of Date-based Time Reporting
FYI is excited to announce that the Date-based Time Reporting feature is now available for all practices on the Elite plan.
What does this mean for FYI users?
This feature has been designed specifically for practices running a WIP Control report to assist with large data sets.
Who is this available for?
Date-based Time Reporting is available now to practices on the Elite plan.
FYI Product Update | January 2026
- New Integrations: Vibe CFO & OnboardMe
- Personalised Links and Improved Emails using New Collaborate
- More Control of Automations with Stop Conditions & Job Comments
- Filing Emails to Employees for Elite users
FYI Product Update | December 2025
- New FYI Support Assistant
- Improved Custom Fields Management performance for XPM users
- Enhanced Tax Number synchronisation for APS, CCH, IRIS or MYOB practices
- New Non-Proportional WIP allocation for Elite users
Announcing the new FYI Support Assistant
FYI is excited to announce the launch of the new FYI Support Assistant, available for all users.
What does this mean for FYI users?
Trained on FYI’s extensive Help Centre content, the FYI Support Assistant allows practices to easily access instant help and guidance, to help resolve queries or understand features faster.
Who is this available for?
FYI Support Assistant is available now to all users on all plans.
Announcing the new Integration with OnboardMe
FYI is excited to announce a new integration with OnboardMe, a platform that automates client onboarding, engagement letters, and payments with secure identity verification, allowing practices to move new clients from sign-off to paid and onboard without manual admin intervention.
What does this mean for FYI users?
This integration provides practices with a seamless, end-to-end onboarding experience by synchronising client data and engagement documents between both platforms, ensuring accuracy, consistency and significantly reduced manual administration.
Who is this available for?
The Onboard Me integration is available for all FYI users on the Pro or Elite plans, based in Australia only.
Announcing the new Integration with Vibe CFO
FYI is excited to announce a new integration with Vibe CFO, Etani’s AI-powered platform that delivers real-time CFO level insights by connecting Xero and other systems via a chat assistant and Power BI.
What does this mean for FYI users?
Using the integration, practices will be able to synchronise practice management data, such as Clients, Jobs, Staff, and financial details, with Vibe CFO.
Who is this available for?
The Vibe CFO integration is available for all FYI users on the Pro or Elite plans.
Forms Feature Rollout: What it means for your Practice
FYI is excited to introduce Forms, our latest powerful feature designed to capture both external and internal information directly in FYI.
What does this mean for FYI users?
With the release of Forms, practices are able to enable the Forms feature, and begin to:
- Create Form Templates
- Share Forms with Clients
- Share Forms Externally
- Secure Form Sharing using Collaborate
- And more…
Pricing
Forms will be available at no additional cost to practices on the Elite plan.
Pricing details for practices on the Pro plan will be shared closer to the General release.
XPM User Synchronisation Changes and What It Means for Your Practice
For practices integrated with Xero Practice Manager (XPM), recent changes to Xero’s API now synchronises Users from both XPM and Xero to FYI.
What does this mean for FYI users?
To ensure streamlined management of your User List in FYI, we have made the default synchronisation setting for New Users “Inactive“. Refer to Practice Settings General.
What do you need to do?
We recommend that an FYI Admin review your User List to ensure only those who require access to FYI are marked as active.
Announcing Non-Proportional WIP Allocation
We’re excited to announce that the Non-Proportional WIP Allocation feature is now available for all Elite practices using FYI as the Practice Management source.
What does this mean for FYI users?
- Manually allocate WIP line-by-line
- Accurate performance reporting
- System Write On/Off
- Group WIP entries by user
- Use formulas to calculate WIP values
Who is this available for?
Non-Proportional WIP Allocation is available now for all practices on the Elite plan where FYI is the Practice Management source.
To access the feature, users must be an FYI Admin or assigned to a User Group with the Create Invoices and Edit Timesheets permission enabled.