REPORTING FOR ACCOUNTANTS [IN BETA]
Boost productivity with automated reporting
Single click reporting saves time and eliminates the hassle of manual reporting. Easy to set up and highly secure, your practice’s reporting at your fingertips.
Streamlined report creation
- Produce comprehensive reports instantly with a few clicks.
- Create your own report or choose from a range of templates. Modify them to meet your practice's unique reporting needs.
- Use FYI’s automation engine to generate reports.
Intelligent data handling
- Seamless integration with Excel, FYI reports leverages the advanced capabilities of excel for sophisticated data analysis.
- Incremental refresh enables live updates, providing a real-time and up-to-date view of performance.
- Update data in FYI, then refresh your reports to see the latest changes - no reruns needed.
Enhanced communication and security
- Set up tailored notifications to alert team members about the availability of new or updated reports.
- Maintain a high standard of data security with controlled filing systems and access permissions.
- Share insights securely within your team, enhancing collaboration while safeguarding sensitive information.
- Rely on FYI's robust security measures to keep confidential reports protected and accessible only to authorised staff.
- Automate the accurate filing of reports to designated cabinets, ensuring data integrity and compliance.
FYI's reporting has given me enhanced visibility & newfound control, delivering essential information in real-time and a user-friendly format.
Marc Proctor Director
Bullot Rankine
Reporting Features
Customisable templates to suit your reporting needs
Receive a library of FYI report templates and adjust them to match your practice's unique reporting needs, ensuring relevant and precise analysis every time.
Quick & easy access to reports
Access and generate reports with the power of a few clicks, no need for repetitive setup.
Excel-powered flexibility
Robust, data-driven insights can be acquired by leveraging Excel's capabilities.
Real-time data
Timely and informed decision making made easy, with updating and accessing the latest reports.
Secure Filing
Maintaining data integrity and security is paramount for FYI.
Automated Report Scheduling
Maximise your practice efficiency with automated report generation.
