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Join us for our webinar 28th March
Dedicated webinar for Accountants and Bookkeepers who want to rapidly scale their bookkeeping services without hiring more staff.
5 x £50 gift will be chosen at random from the first 50 people who register.
5 x £50 fit will chose chosen at random from everyone who joins the full session.
5 x £50 gift will be chosen at random from the first 50 people who register.
5 x £50 fit will chose chosen at random from everyone who joins the full session.
![](https://fyi.app/wp-content/uploads/2022/03/doc5-1.png)
Delivering a consistent and rapidly scalable bookkeeping service
With your team knowing the admin is taken care of, they can spend time adding value to your client's business.
- Completing the job in the same way every time delivers maximum efficiency
- Protecting your brand is easily achieved with a consistent client experience
- Maximising profit margins by monitoring and reporting on budgets
![](https://fyi.app/wp-content/uploads/2022/04/fyi-logo.png)
Automate client communications
We know you regularly send the same information repeatedly to your clients. We can automatically create and send emails to your clients.
- Automatically remind clients of items required
- Use templates to create a consistent client experience
- Monitor and report on exceptions, not the expected
Allow FYI to take care of the repetitive tasks and jobs for your bookkeeping team.
![](https://fyi.app/wp-content/uploads/2022/05/Jobs-board-workflow-jobs.gif)
Systemically create and rollover jobs
Never miss a deadline again. With a centralised location for all of your team to view “what’s next”.
- Have the status of Jobs automatically updated based on key milestones being met
- Simply see the state of any jobs to efficiently remove any blockers
- Rollover key data to eliminate manual and repetitive tasks
![](https://fyi.app/wp-content/uploads/2022/06/New-sample-automations.png)
Out-of-the-box configuration
With this dedicated solution for rapidly scaling your bookkeeping services from FYI, we can be sure to notice efficiency gains quickly.
- Full automations written to simply fire up and away you go
- All templates for Word, Excel and Outlook provided as part of the bundle
- Full training and onboarding services available
![](https://fyi.app/wp-content/uploads/2022/03/475-clients-summary.gif)
Centralise all client interactions
Never miss a phone call, lose another email or spend minutes looking for a document.
- Automatically file all inbound emails from clients
- Centralised client view for full visibility
- Track all phone calls and meetings and directly assign tasks & comments from here