Smarter Reporting. Actionable Insights with FYI Elite

Run Time:   45 minutes

Date:

Thursday 5th March 12:00PM

Description:

Join the FYI team as we unpack the latest improvements, tips and tricks to help you get the most out of Reporting for your practice.

This session is designed for practices using FYI Elite as their practice management solution and looking to gain clearer insights, stronger visibility and greater confidence in their reporting.

In this webinar, we will cover:

  • What’s new in Reporting
    Get up to speed on the latest improvements and enhancements your practice can start benefiting from straight away.
  • Unlock Insights with Data & Views
    Learn how to use data and views to quickly access meaningful insights and monitor performance across your practice.
  • Smarter, Automated Reporting
    Best-practice tips for running reports seamlessly, reconciling with confidence, turning custom changes into a new template, and letting automations do the heavy lifting.

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

Cassie Kaddatz

Head of Client Success
FYI

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.

Sally Garton

Product Manager
FYI

With a deep background in accounting and product management, Sally has spent years shaping innovative solutions for the accounting industry. A strong advocate for client engagement, Sally has built lasting relationships with accounting firms across Australia and New Zealand. Whether gathering requirements, validating designs, or hosting client events, Sally has been a trusted voice in ensuring products align with real-world user needs.

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