Discover What's New
Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the release of PDF Management
FYI is excited to announce that PDF Management is now available for Pro and Elite practices, bringing powerful PDF editing, redaction and collation capabilities directly into FYI.
What does this mean for FYI users?
Users can now edit and annotate documents, permanently remove sensitive information, organise pages, and combine multiple PDFs without needing to move between apps.
Who is this available for?
PDF Management is available for all users on Pro and Elite plans, across all practice management sources.
Announcing the release of Secure Link
FYI is excited to announce that the Secure Link feature is now available for all practices on Pro and Elite plans.
What does this mean for FYI users?
Secure Link provides a secure way to share sensitive documents and forms directly from FYI while helping practices control access and verify the intended recipients.
Who is this available for?
Secure Link is available now to all users on the Pro and Elite plans.
Announcing the new integration with StructureGram (Australia and New Zealand)
FYI is excited to announce that the StructureGram integration is now available for practices in Australia and New Zealand on the Pro or Elite plans.
What does this mean for FYI users?
The StructureGram integration makes it easier to create, file, and access client structure information from FYI. Create organisational diagrams, File diagrams on demand and Access structure diagrams.
Who is this available for?
The StructureGram integration is available now to practices in Australia and New Zealand on the Pro or Elite plans.
Announcing the new integration with Rechargly
FYI excited to announce that the Rechargly integration is now available for all practices on the Elite plan.
What does this mean for FYI users?
The Rechargly integration facilitates assigning charges to jobs, and syncing them to FYI. The result; Accurate allocation, Flexible job management and Time-saving.
Who is this available for?
The Rechargly integration is available now to all practices on the Elite plan.
Announcing the release of WIP Reconciliation
FYI is excited to announce that the WIP Reconciliation feature is now available for Elite practices.
What does this mean for FYI users?
WIP Reconciliation provides clear confirmation that WIP movement and invoicing is reconciled, whether reviewing the latest position directly in-app or reconciling a specific period using the Excel report.
Who is this available for?
The WIP Reconciliation feature is available now to Elite practices using FYI as their practice management source with Time & Billing enabled.
Announcing the new Integration with PM Hub (Australia and New Zealand only)
FYI is excited to announce a new integration with PM Hub, a tailored application designed to streamline practice activities, monitor revenue from suppliers and fund manager
What does this mean for FYI users?
Time Savings, Data Management and Oversight
Who is this available for?
The PM Hub integration is available now to all users on the Pro or Elite plan, for practices in Australia and New Zealand.
Announcing the new Integration with Elfworks (Australia only)
FYI is excited to announce a new integration with Elfworks, a tax advisory and AI platform that creates advice pieces and client notes for practices.
What does this mean for FYI users?
Time Savings, End‑to‑End Audit Trail, Reduced Risk and Better Adoption of AI
Who is this available for?
The Elfworks integration is available now to all users on the Pro or Elite plan, for practices in Australia.
Announcing PDF Management Feature Rollout
FYI is excited to introduce PDF Management, our latest feature for document management, bringing the full workflow of PDF preparation into FYI
What does this mean for FYI users?
PDF Management brings both Editing and Collation into FYI, helping practices efficiently prepare professional, client-ready PDF packages without leaving their platform.
Who is this available for?
PDF Management will be available to all users on Pro and Elite plans.
Announcing the release of Event Trigger for Automations
FYI is excited to announce that the Event Trigger feature is now available for Pro and Elite practices when creating Automation Processes
What does this mean for FYI users?
Key features include: Real-time event-based processes, Automatically run processes for new Clients and Jobs, Targeted triggers for Client and Job Updates and Enhanced testing functionality
Who is this available for?
Event Trigger is available for all practices on the Pro and Elite plans
FYI product Update | June 2026
- New: Automation Import Wizard
- New Integration: Abacor
- Enhanced Fonts and Improved Image Management in the FYI Editor
- Updates to Invoice List sorting for Elite Practices