FYI Elite – Reporting Feature Walkthrough

Custom reporting, without the complexity.

FYI Elite brings powerful reporting into the tools your team already knows. Use refreshable Excel templates to generate performance insights on demand, or automate scheduled reports for partners and managers—ensuring everyone has the data they need, when they need it.

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

Other Webinars On-Demand

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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MTD Made Manageable: Practical Steps for Your Firm

Making Tax Digital (MTD) for Income Tax is coming — are you ready? From 2026, millions of sole traders and landlords must keep digital records and file quarterly submissions. Join our expert panel for a one-hour webinar to learn what’s changing, how to prepare your practice, and how FYI can help you stay compliant, cut admin, and protect your margins.

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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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FYI Elite – Employee Management Feature Walkthrough

Simplify staff management with automated onboarding, secure access controls and centralised employee data—built right into FYI Elite.

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