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Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the integration with Annature Identity Verification
FYI is excited to announce the Annature integration with FYI has been extended to support Annature’s new Identity Verification feature.
What does this mean for FYI users?
Identity Verification enhances the Annature integration by Sending verification requests, Automatically sync verification details, Optional Import of Certificate of Verification, Create disbursements automatically
Who is this available for?
Identity Verification is available now to all practices using the Annature integration.
FYI product Update | April 2026
- New Integration: Zato
- More improvements to Email AutoFile Activity
- Enhanced Client and Job synchronisation for XPM practices
- Bulk Update Time Types for Elite practices
Announcing the new Integration with Zato (Australia and New Zealand only)
FYI excited to announce a new integration with Zato, a SaaS platform for Chartered Accounting practices in Australia and New Zealand that automates key accounting workflows, including workpapers, journals, and reconciliations.
What does this mean for FYI users?
The integration with Zato offers the following benefits: Workflow Efficiency, Compliance and Audit Readiness and Single source of truth.
Who is this available for?
Zato integration is available now to all users on the Pro and Elite plans, for practices in Australia and New Zealand.
FYI Product Update | March 2026
- New Integration: Cradle, GovReports and Waive
- Enhanced Email AutoFile Activity
- Improved Custom Field synchronisation for XPM Practice
- New Permissions for Elite practices
Announcing the release of Convert Excel Reports to Templates
FYI is excited to announce that the Convert Excel Reports to Templates feature is now available for all practices on the Elite plan.
What does this mean for FYI users?
Instead of recreating report templates or maintaining multiple versions, FYI Admins or users with Templates permission can convert reports into reusable templates and apply them consistently. This allows users to Convert Reports from the Documents List, Create New or Update Existing Templates and Retain report structure while removing data.
Who is this available for?
Convert Excel Reports to Templates is available now to all practices on the Elite plan.
Announcing the new Integration with Cradle
FYI is excited to announce a new integration with Cradle, a cloud-based phone system, replacing traditional desk phones and phone services to allow users to make and receive calls from anywhere.
What does this mean for FYI users?
The integration with Cradle offers the following benefits: Automatic client matching, Phone Call Records created and filed automatically, Call transcriptions captured, Source tracking for automation and Centralised communication history.
Who is this available for?
The Integration with Cradle is available now to all users on the Pro and Elite plans.
Announcing the Integration with Waive (Australia only)
FYI is excited to announce a new integration with Waive, enabling practices to automatically synchronise ASIC-related documents directly into FYI, ensuring important compliance records are consistently filed.
What does this mean for FYI users?
The integration with Waive offers the following benefits: Company Sync, Preferred Cabinet Filing and Document Synchronisation.
Who is this available for?
The Waive integration is available to practices in Australia on the Pro or Elite plans.
Announcing the Integration with GovReports (Australia only)
FYI is excited to announce that the GovReports integration is now available for all practices in Australia. GovReports enables practices to manage tax lodgements and compliance, with documents synchronised directly into FYI.
What does this mean for FYI users?
Connecting GovReports to FYI allows practices to seamlessly manage tax and compliance workflows, ensuring documents and lodgement records are filed within FYI. Allowing to Bulk import of clients, file tax returns, real-time document status updates and improved workflow efficiency.
Who is this available for?
The GovReports integration is available to practices in Australia on Pro or Elite plans.
FYI AI Feature Rollout: What it means for your Practice
FYI is thrilled to announce FYI AI, where the power of generative AI meets our Automation engine to supercharge your workflows and productivity. FYI AI brings cutting-edge AI models to automations, enabling smarter workflows, quicker responses and deeper insights to your practice.
What does this mean for FYI users?
With the release of FYI AI, practices can begin to use the following features: Automatic Email Draft Replies, Delegate Tasks, Automatic Document Filing, Document summarisation, Web Search, Meeting Summary and Tasks.
Who is this available for?
FYI AI is 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.
FYI Product Update | February 2026
- New forms feature for Elite users
- New optimised Job Sync for XPM practices
- Enhanced Automation step including look up job, Look Up Client and Create Task
- Improved synchronisation for APS, CCH, IRIS and MYOB practices