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Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the new integration with AMLCC (United Kingdom)
FYI is excited to announce a new integration with AMLCC, a leading UK platform that streamlines AML compliance, risk management, and staff training for accounting firms.
What does this mean for FYI Users?
With this integration, practices can seamlessly sync client and contact data from FYI. Users can add new clients individually or import all unsynchronised clients in bulk, saving valuable time and reducing manual data entry.
Who is this available for?
The AMLCC integration is available for all FYI practices in the United Kingdom on the Pro and Elite plans.
Forms Feature Rollout: What it means for your Practice
We’re excited to introduce Forms, our latest powerful feature designed to capture both external and internal information directly in FYI
Rollout Plan:
- Stage 1: Closed Beta
- Stage 2: Registrations Open for Beta
- Stage 3: General for Elite practices
- Stage 4: Pro practices
What does this mean for FYI users?
- Generate secure links to Form Templates
- Save completed forms as PDFs for recordkeeping and sharing
- Use FYI’s Collaborate feature to securely share forms with clients
- Add your firm’s logo, colours, and styles for an optimized brand look
Pricing
Forms will be available at no additional cost to practices on the Elite plan, pricing details for practices on the Pro plan will be shared closer to the General release.
Announcing the release of FYI Guide
FYI is excited to announce that the FYI Guide feature is now available to all FYI users.
FYI Guide is our in-app learning and support tool designed to help users explore and use FYI more effectively
What does this mean for FYI users?
The new FYI Guide makes it easier than ever to learn, explore, and master FYI features directly from within the platform. Whether you’re onboarding new team members or looking to unlock more functionality, FYI Guide provides self-paced, interactive assistance.
Who is this available for?
FYI Guide is available now to all users.
FYI Product Update | September 2025
- New Integration: Vinyl
- Convert to PDF Threading options
- Improved Relative Date Filtering
- Elite: “Trigger Time Entry User” Merge Field
Announcing the new Integration with Vinyl
FYI is excited to announce a new integration with Vinyl, an AI meeting assistant built for accounting and bookkeeping firms.
What does this mean for FYI users?
Seamlessly sync data by importing your clients, contacts, and groups directly from FYI into Vinyl
Meeting records are automatically created in FYI and linked to all relevant client files
Every FYI meeting note includes a direct link back to the Vinyl recording
Who is this available for?
The Vinyl integration is available for all FYI users on the Pro and Elite plans.
Announcing the release of Pinned Documents
What does this mean for FYI users?
- Pin documents from FYI, Outlook, and Office
- Shared visibility across the practice
- Easily identify pinned documents with Pinned icon and filter
- New “Pinned Documents” section in the Client, Job, and Employee Summary tabs
Who is this available for?
The Pinned Documents feature is available now to all practices using FYI.
Optimised Custom Field Sync: Rollout and What It Means for Your Practice
FYI is excited to announce some major improvements to the Client and Job Custom Field sync with Xero Practice Manager.
Release Timings
- Release Stage 1: Released 14/08/2025.
- Release Stage 2: Released 20/08/2025.
- Release Stage 3: Released 18/09/2025.
- General Release: Available to all eligible practices. Release Date TBA.
What does this mean for FYI users?
The optimised Custom Field sync offers the following benefits for users:
- New Bi-directional sync
- More frequent synchronisations
- Removal of Overnight Custom Field Sync
Who is this available for?
The new Custom Field sync will be released in various stages to practices with specific configurations. Please note that there is no action required to enable the new functionality.
Optimised Custom Fields Management: Rollout and What It Means for Your Practice
FYI is excited to announce major improvements to the management of Custom Fields in FYI for practices integrated with Xero Practice Manager.
Release Stages
- Release Stage 1: Released 19/09/2025.
- Release Stage 2: Release TBA.
- Release Stage 3: Release TBA.
- General Release: Available to all eligible practices. Release Date TBA.
What does this mean for FYI users?
- New XPM ID column added in the Custom Fields list
- New “Open in PM” button in the Custom Field Drawer
- Maintenance of data integrity across FYI and XPM
- Auto-renaming of new Custom Fields
- Practice led management of Custom Fields within FYI
Who is this available for?
The new Custom Field sync will be released in various stages to practices with specific configurations. Please note that there is no action required to enable the new functionality.
FYI Product Update | August 2025
- New Intergration: The Gap
- Optimised Custom Field Sync Rollout for XPM integrated practices
- Improved Automation Step Filtering
- Elite: New and Enhanced Time and Billing Features
Announcing the release of Team Productivity
We’re excited to announce that the Team Productivity feature is now available for all practices on the FYI Elite plan
What does this mean for FYI users?
- Real-time visibility into team performance
- New ‘Missing Time’ view to see staff with missing hours
- Key metrics including Actual Hours, Expected Hours, and productivity percentages
- Available to FYI Admins and users with permissions for Employees
Who is this available for?
Team Productivity is available now to all practices on the FYI Elite plan.