Embrace Automation in 2024

Run Time:   45 minutes


Tuesday 20th February 12:00PM AEDT


Join the Client Success team in this 45-minute webinar to learn how to embrace automation in 2024 for your team and practice.

We’ll guide you through creating processes for your practice that will allow your team to elevate their productivity to new heights and inspire you to continue to improve your automations or start your journey to automation with FYI.

In this webinar, we will cover:

  • How to use Automation to archive documents
    Guiding you through how to automatically archive documents based on specific criteria to ensure your documents are current and meet standards.
  • Setting up an Automation to establish a new entity 
    See how you can trigger tasks and documents required to ensure that a new entity is set up correctly and nothing is missed.
  • Using Automations to set and forget your recurring jobs 
    Demonstrating how you can create a job based on specific criteria, making sure that all obligations are met for your clients without needing to check every cycle.
  • How to build your own Custom Process 
    We know each practice is unique, so we’ll show you how to map a custom process to build an FYI Automation.

And of course, lots of tips and tricks along the way so you can automate your 2024 and make it count for your team and clients.

If you can’t make the live event, register to receive the resources post-event including the webinar recording.

Andrina Atkins

Client Success Consultant

Andrina is a Chartered Accountant with over two decades of experience in the accounting industry, both working in practice (including Big Four) and working in accounting software. Andrina has a strong compliance background and loves spending time with clients to truly understand their pain points and how technology can solve everyday business problems. Andrina now works in our Client Success team providing advice and solutions to help our clients leverage the full potential of FYI for their practice and team.

Cassie Kaddatz

Head of Client Success

Having worked in the accounting industry for more than 16 years, Cassie has a deep understanding of the requirements for practice success. She now works across FYI’s Client Success and Product teams to ensure our clients are benefiting from the platform’s many features to save time, improve efficiencies and get maximum ROI.

Jessica Pol

Client Success Consultant

With over a decade of experience in the accounting industry, Jess has helped many practices optimise their processes and app stacks enabling them to drive value for their clients. Jess has a strong focus on client-centric growth and experience, and she now works with FYI’s Client Success team to ensure our clients are benefiting from the platform and achieving maximum ROI.

Robyn Cowe

Client Success Consultant

Robyn was in practice for almost a decade, in an Administration and Systems role. In that time, she had valuable experience in implementing a range of accounting systems, ensuring efficiency was created across various accounting processes. Now, with that knowledge, Robyn manages the onboarding of new FYI practices, assisting them on their journey to ensure they see early and ongoing returns in their investment in FYI.

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