Elite Feature Walkthrough

Use FYI Elite to transform your practice with:

  • 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.

Other Webinars On-Demand

PDF Management Feature Walkthrough

Prepare client-ready documents without switching applications with FYI’s PDF Management. Collate. Edit. Redact. More of your document work, all in FYI.

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Secure Client Link Feature Walkthrough

Share sensitive client documents securely, control access and track activity - all directly from FYI, without relying on email attachments or separate client portals.

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Process Automation Feature Walkthrough

Discover how FYI’s automation engine streamlines your practice — helping you build, customise, and optimise processes that remove repetitive admin and enhance consistency.

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FYI Elite – Time and Billing Feature Walkthrough

Track time effortlessly and streamline billing with auto-generated timesheets, real-time WIP, and invoicing—powered by FYI Elite.

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