Discover What's New

FYI is excited to announce the integration with The Gap, allowing practices to seamlessly file The Gap documents in FYI, including Session Records, Business Plans, and more. Please note that the previous integration with The Gap has been renamed to The Gap (Portal).

What does this mean for FYI users?
Using The Gap, users will be able to export documents to be filed in FYI when sharing a Session Record or a Business Plan in the post-session finalisation, or when viewing a document from Clients – Documents.

Who is this available for?
The integration with The Gap is available for all FYI users on the Pro and Elite plans.

• New Feature: Client Secure Collaborate
• FreeSynergy integration now available to Australia and NZ practices
• Refined manual sync behaviour with XPM
• Elite plan New Feature: CSV Data Import

We’re excited to announce that the Client Secured Collaborate feature is now available for all practices on the Pro and Elite plans using the New Collaborate functionality.

• Create dedicated New Collaborate sites for individual clients
• Limited staff access to Client Secured sites using Client Security in FYI
• Status Check tool automatically verifies permissions and configuration settings
• Share client folders and documents with clients and other third-party contacts

We’re excited to announce that the CSV Data Import feature is now available to all practices on the Elite plan.

• Import data from CSV files using Custom Automation Processes
• Bulk import Clients, Jobs, Disbursements, and more
• Create or update Clients and Jobs
• Use Merge Fields to import data to specific fields

FYI is excited to announce the release of a new integration with FeeSynergy Collect, to help accounting firms improve cash flow and streamline client payments.

What does this mean for FYI users?
Using the integration, practices will be able to easily synchronise engagements from FeeSynergy Collect into FYI, ensuring documents remain centrally stored against clients and accessible when needed.

Who is this available for?
FeeSynergy Collect is available to practices on the FYI Pro or Elite plan based in Australia and New Zealand.

• Elite Plan New Feature: My Time – Calendar
• BGL Integration now available to UK Practices
• New Clear option in Bulk Update and Automations 
• More control over managing Custom Fields

FYI is excited to announce that the My Time – Calendar feature is now available for all Elite practices.

What does this mean for FYI users?

With My Time – Calendar, users can now view and interact with their time entries using a familiar calendar-style view, while still keeping FYI’s productivity-focused features front and centre.

Who is this available for?

My Time – Calendar is available now to all users on the Elite plan.

FYI is excited to announce that FYI’s integration with BGL, already used by practices in Australia and New Zealand, is now available to practices in the United Kingdom.

What does this mean for FYI users?

The BGL integration helps practices streamline compliance workflows by automating the import of key company documents from BGL CAS 360.

Who is this available for?

The BGL integration is now available for all practices in the United Kingdom, in addition to Australia and New Zealand, on the Pro and Elite plans.

• New App Partners: Seamlss & Dashboard Insights
• Improved Automation History filter
• Introduction of Addressee field on Client Summary tab
• Restore Deleted Time Entries on the Elite Plan

FYI is excited to announce a new integration with Dashboard Insights, offering practices based in Australia and New Zealand the ability to synchronise their practice management data for elevated dashboard reporting.

What does this mean for FYI users?

Using the integration, practices will be able to gain deeper insights into their FYI data through visual dashboards and custom reports in Dashboard Insights, supporting more informed and proactive decision-making.

Who is this available for?

The Dashboard Insights integration is available for practices based in Australia and New Zealand subscribed to the FYI Elite plan.