KIA ORA, KIWI ACCOUNTANTS!
Move your practice forward with the cloud
FYI brings document management, workflow automation and practice management together in one cloud platform, helping New Zealand firms reduce admin and improve visibility.
Our dedicated New Zealand-based team understands the local market and how accounting practices operate. We’ll help you choose the right solution, guide you through onboarding and support your practice as it grows.
Our dedicated New Zealand-based team understands the local market and how accounting practices operate. We’ll help you choose the right solution, guide you through onboarding and support your practice as it grows.
Automate repetitive tasks
Turn repeat processes into workflows that run themselves
- Set up once, trigger automatically
- Create the right documents and tasks
- Keep jobs updated as work progresses
- Reduce manual follow-up across recurring processes
Manage your documents
Bring every client document, email and workpaper in one place
- Keep client documents and emails in one place
- File emails and documents against the right client, job and year
- Find the full history without searching shared drives or inboxes
Manage your work
Know what’s due, who owns it and what happens next
- See jobs, tasks and deadlines across the practice
- Assign work to the right person
- Follow up overdue items
- Give everyone visibility without relying on spreadsheets or inboxes
Manage your practice
Know how your practice is performing
- Bring time, billing, reporting and team visibility together
- See where work is profitable, where capacity is tight,
- Identify areas that need attention earluier
- Manage WIP, invoicing and team capacity without switching systems.
When I did the numbers and 4,000 hours dropped out, I thought, ‘No, that can’t be right’. But when we looked at it further, we’re like, ‘No, it is right’. It worked out to be half a day per staff member every week. And when you consider that the billable hours availability goes up significantly, that’s a potential of $400,000. That’s huge for us!
FYI was great in that it took away a few systems that we were currently using. We combined about eight different software and systems into two – that helped with ROI
