FYI + Socket
Connect FYI with Socket to sync client data, automate proposal handovers and keep engagement documents, jobs and tasks organised in FYI.
The Socket integration allows UK practices to sync client and contact data from FYI into Socket, then automatically send approved proposals, engagement letters, documents, jobs and tasks back to FYI
Client and Contact Sync
Pulls client and contact details from FYI into Socket, reducing manual data entry and keeping proposal information accurate.
Proposal workflow
When a proposal is marked as Won in Socket, FYI is notified so the client can be created or updated, along with related jobs or tasks.
Document synchronisation
Sends engagement letters and proposal documents back into FYI automatically, so they are stored centrally.
Smoother onboarding
Automates the handover from proposal acceptance to service delivery, reducing admin and duplication.
About Socket
Socket helps accounting and bookkeeping firms streamline proposals, engagement letters and client onboarding, making it easier to manage scope, profitability and workflow visibility.