PRACTICE MANAGEMENT FOR ACCOUNANTS
A smarter way to manage your practice
Bring your practice management together in FYI. From time and billing to reporting, employee management and client information, streamline everyday operations, reduce administration and gain greater visibility across your practice.
A new standard in practice management
Designed for accounting practices, FYI addresses the unique challenges of complex invoice approvals, dynamic reporting, multi-entity billing, and sophisticated WIP management.
- Time & Billing
- Reporting
- Employee Management
- Client Maintenance
Get ahead with an effortless time management system
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Improved billing accuracy
Automate invoicing, time tracking, billable hours, rate management, and disbursements to streamline processes and eliminate manual effort.
Streamlined approval process
Streamline invoice approvals with flexible workflows, comprehensive overviews, automated recurring approvals, and team collaboration through comments.
Increased employee productivity and satisfaction
Automate time recording with automatic time entries upon task completion, and gain insights through real-time dashboards and detailed reporting on chargeable and capacity-reducing time types.
Enhanced invoicing flexibility
Streamline invoicing with flexible options, automated creation using dynamic fields, 2-way Xero Ledger sync, and tracking for detailed financial segmentation.
Boost productivity with automated reporting
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Streamlined report creation
Generate comprehensive, customizable reports quickly with templates or custom options, enhanced by FYI’s powerful automation engine.
Intelligent data handling
Leverage seamless Excel integration for advanced analysis, with the ability to refresh reports directly from FYI for up-to-date insights into practice performance.
Enhanced communication and security
Enhance collaboration and security with tailored notifications, controlled access, automated filing, and robust measures to protect and share insights securely within your team.
Manage employees quick, smart
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Streamlined HR processes
Securely manage employee records, automate onboarding and offboarding, streamline internal processes, and simplify performance reviews with tailored automations
Enhanced security and compliance
Ensure confidentiality with secure access controls, a dedicated Employee Cabinet, and tailored security settings for HR-specific needs.
Productivity and scalability
Automate HR tasks and streamline processes with custom fields, milestone tracking, and scalable automation for onboarding and growth.
Practice management
Powered by FYI Elite
Built on FYI's powerful document management and automation capabilities, FYI Elite brings everything you need to manage your practice together in one connected platform. Streamline everyday processes, improve visibility and reduce administration with integrated practice management tools.