Elite Feature Walkthrough

End-to-end practice & document management
Unify jobs, workflows and document storage under one platform, backed by a powerful process automation engine.
Automated time & billing
Capture billable hours automatically—from emails, documents or timers—and streamline timesheet creation, WIP allocation and multi-ledger Xero invoicing.
Flexible reporting & insights
Generate refreshable Excel reports or integrate with Power BI to deliver scheduled, data-driven dashboards and pivot-table analyses.
Secure employee management
Manage roles, leave, performance and custom data via tailored workspaces and permission-controlled process automations.
Intelligent workflows & approvals
Automate routine tasks, bulk updates and approval processes to ensure accuracy, visibility and control at every stage.

To explore how FYI Elite can unlock efficiency and strategic insight for your firm, book a personalised platform tour here.