Discover What's New
Keep visiting to find out about our latest and greatest time-saving features and automations.
Announcing the new Automation Import Wizard
FYI is excited to announce the launch of the new Automation Import Wizard, available to practices on Pro and Elite plans.
What does this mean for FYI users?
Key features included a guided import experience, map to existing fields or import as new, get more from the FYI Automation Library and import multiple processes as an automation bundle
Who is this available for?
The Automation Import Wizard is available to users with Automations permissions on Pro or Elite plans.
Announcing the new Integration with Abacor
FYI is excited to announce a new integration with Abacor, an AI meeting assistant that captures and understands client conversations, turning meetings into actionable tasks and documentation.
What does this mean for FYI users?
This integration with Abcor improves the following: Client Synchronisation, Data Capture and Sync Tasks
Who is this available for?
The Abacor integration is available for all practices on the Pro and Elite plans.
FYI product Update | May 2026
- New Integration: Ignition
- Integrated Identity Verification with Annature
- Documents Lists now include Template Column
- Changes to Invoice permissions for Elite practices
Announcing the new Integration with Ignition
FYI is excited to announce a new integration with Ignition, a proposals, billing, and payments platform that helps practices manage client engagements and workflows.
What does this mean for FYI users?
This integration with Ignition improves the following: Workflow Efficiency, Client Synchronisation and Standardised Job Creation
Who is this available for?
The Ignition integration is available for all practices on the Pro and Elite plans.
Announcing the integration with Annature Identity Verification
FYI is excited to announce the Annature integration with FYI has been extended to support Annature’s new Identity Verification feature.
What does this mean for FYI users?
Identity Verification enhances the Annature integration by Sending verification requests, Automatically sync verification details, Optional Import of Certificate of Verification, Create disbursements automatically
Who is this available for?
Identity Verification is available now to all practices using the Annature integration.
FYI product Update | April 2026
- New Integration: Zato
- More improvements to Email AutoFile Activity
- Enhanced Client and Job synchronisation for XPM practices
- Bulk Update Time Types for Elite practices
Announcing the new Integration with Zato (Australia and New Zealand only)
FYI is excited to announce a new integration with Zato, a SaaS platform for Chartered Accounting practices in Australia and New Zealand that automates key accounting workflows, including workpapers, journals, and reconciliations.
What does this mean for FYI users?
The integration with Zato helps improves the following: Workflow Efficiency, Compliance and Audit Readiness and Single source of truth.
Who is this available for?
Zato integration is available now to all users on the Pro and Elite plans, for practices in Australia and New Zealand.
FYI Product Update | March 2026
- New Integration: Cradle, GovReports and Waive
- Enhanced Email AutoFile Activity
- Improved Custom Field synchronisation for XPM Practice
- New Permissions for Elite practices
Announcing the release of Convert Excel Reports to Templates
FYI is excited to announce that the Convert Excel Reports to Templates feature is now available for all practices on the Elite plan.
What does this mean for FYI users?
Instead of recreating report templates or maintaining multiple versions, FYI Admins or users with Templates permission can convert reports into reusable templates and apply them consistently. This allows users to Convert Reports from the Documents List, Create New or Update Existing Templates and Retain report structure while removing data.
Who is this available for?
Convert Excel Reports to Templates is available now to all practices on the Elite plan.
Announcing the new Integration with Cradle
FYI is excited to announce a new integration with Cradle, a cloud-based phone system, replacing traditional desk phones and phone services to allow users to make and receive calls from anywhere.
What does this mean for FYI users?
The integration with Cradle offers the following benefits: Automatic client matching, Phone Call Records created and filed automatically, Call transcriptions captured, Source tracking for automation and Centralised communication history.
Who is this available for?
The Integration with Cradle is available now to all users on the Pro and Elite plans.