Discover What's New

FYI is excited to announce a new integration with PM Hub, a tailored application designed to streamline practice activities, monitor revenue from suppliers and fund manager

What does this mean for FYI users?

Time Savings, Data Management and Oversight

Who is this available for?

The PM Hub integration is available now to all users on the Pro or Elite plan, for practices in Australia and New Zealand.

FYI is excited to announce a new integration with Elfworks, a tax advisory and AI platform that creates advice pieces and client notes for practices.

What does this mean for FYI users?

Time Savings, End‑to‑End Audit Trail, Reduced Risk and Better Adoption of AI

Who is this available for?

The Elfworks integration is available now to all users on the Pro or Elite plan, for practices in Australia.

FYI is excited to introduce PDF Management, our latest feature for document management, bringing the full workflow of PDF preparation into FYI

What does this mean for FYI users?

PDF Management brings both Editing and Collation into FYI, helping practices efficiently prepare professional, client-ready PDF packages without leaving their platform.

Who is this available for?

PDF Management will be available to all users on Pro and Elite plans.

FYI is excited to announce that the Event Trigger feature is now available for Pro and Elite practices when creating Automation Processes

What does this mean for FYI users?

Key features include: Real-time event-based processes, Automatically run processes for new Clients and Jobs, Targeted triggers for Client and Job Updates and Enhanced testing functionality

Who is this available for?

Event Trigger is available for all practices on the Pro and Elite plans

• New: Automation Import Wizard
• New Integration: Abacor
• Enhanced Fonts and Improved Image Management in the FYI Editor 
• Updates to Invoice List sorting for Elite Practices

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.

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.

• New Integration: Ignition
• Integrated Identity Verification with Annature
• Documents Lists now include Template Column 
• Changes to Invoice permissions for Elite practices

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.

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.