Product Update | November 2023

Run Time:   45 minutes


Thursday 23rd November 10:00AM GMT


Join us for the latest product update showcasing some exciting new features, integrations, learning resources, and a look at our product roadmap to see what’s on the horizon.

In this 45-minute update we’ll cover:

  • New features: NEW Collaborate is here, as well as several automation enhancements.
  • Platform updates: We’ll take you through key releases like enhanced FYI browser extension, merge fields for document templates, and easier navigation for settings and views.
  • More support: Continuing to help you get more out of the FYI platform on-demand we’ve released new Learn courses and learning resources. We’re also rolling out a new Help Centre.
  • What’s coming: Get the latest on the Elite plan rollout.

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

Meg Garlick

Client Success Consultant

Meg is an accounting tech implementation consultant, with over 7 years of industry experience. Working with sole practitioners up to the top 100, specialising in business process review through implementing Practice Management and Document Management platforms. Meg is a Client Success Consultant at FYI, ensuring successful onboarding for our customers.

Sam Isaacs

Client Success Consultant

Sam is a Client Success Consultant at FYI who works in both our Support and Onboarding teams. With over 6 years of experience in the accounting tech industry, Sam has worked with clients of all shapes & sizes and enjoys helping our clients solve any queries they may have.

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