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THE WORLD’S MOST AUTOMATEDDOCUMENT MANAGEMENTPLATFORMDESIGNED EXCLUSIVELY FOR XERO PRACTICESWWW.FYIDOCS.COM
BUILT BY ACCOUNTANTSFOR ACCOUNTANTSFYI is specifically designed to meet the needs of today’s Xero accounting practice.Through a unique blend of document management and CRM, FYI delivers a stepchange in practice automation and efficiency. FYI is exclusive to Xero Partners and is designed to seamlessly integrate with XeroPractice Manager.We’re on a mission to liberate accountants by halving the time spent oncompliance jobs through automation. Every feature of the FYI platform has beendesigned to save time, remove manual steps, and increase productivity.
IMPROVE YOUR PRODUCTIVITY AND CLIENT SERVICE WITH THE HIGHEST SECURITYPROVEN ROISECURITY AND TRUSTEASY ONBOARDINGEach feature of the FYI platform has been designedto save time, remove manual steps and increaseproductivity. Every email is automatically capturedand filed, even those sent from your mobile phone.All documents move effortlessly through thepractice, supported by practice templates, electronicworkflows and approvals. Process automation ofrepetitive tasks rescues valuable time on every job.FYI was born in the cloud and built with unequalledsecurity in mind. All data is encrypted in both transitand at rest, with each practice allocated a unique setof encryption keys. FYI has been certified by the ATOas a Digital Service Provider and is undertakingcertification for ISO 27001.Due to seamless integration with Xero PracticeManager, implementing FYI across the practice iseasy. Smoothly transition document management tothe cloud by following FYI’s phased process withincremental onboarding of functionality. FYI alsoprovides a configurable import routine for historicaldocuments based on existing meta data.BOOK A DEMOTODAYJoin a webinar to seehow FYI works.www.fyidocs.com
MARKET LEADING FEATURESDESIGNED FOR THE MODERN PRACTICEAuto-capture of email.FYI automatically files all client emails including threads, ensuring allcritical interactions are effortlessly available for the entire team.Deep integration with Microsoft Office.Access key FYI features without having to leave the document or emailyou are working on. File documents, access templates, assign tasks,view audit history and more, using the FYI add-ins available in Word,Excel, PowerPoint and Outlook.Complete paperless office in the cloud.FYI blends email, documents, phone calls and file notes into a singlesearchable and sortable database. Expand the view to include theentire client group with a single clickPractice-wide task lists.Most tasks in a practice result from an email, document, phone call ormeeting. FYI allows tasks to be added to any item, assigned to teammembers and tracked to monitor progress.Open platform.FYI has been developed with the practice eco-system in mind. We arecontinually working with partners across the accounting industry toautomate the capture and processing of documents from externalapps.
DOCUMENT MANAGEMENTIS JUST THE BEGINNINGOur automation engine can:The accounting profession is ideally poised to embrace the next leap forward intechnology. FYI can process repetitive tasks on your behalf through the use ofautomation and machine learning.üImport and compare daily Tax Assessments, creating client emailcorrespondence based on the results.üIntelligently auto-file client emails based on your preferences withrespect to privacy.üImport and auto-file batches of reports from your client’s Xero Ledgersaving critical time.üImport and auto-file invoices from Xero Practice Manager making thisinformation readily available within the client file.üScan incoming email for negative sentiment and alert partners topotential client dissatisfaction."FYI combines email, workflow processing, taskmanagement, customer relationship management andmore. It will be exciting to watch the progress on this one.”Alan FitzGerald, PracticeConnections
üEmail and Task ManagementüüüAutomatic email filingEmbedded task managementEmail templatesEMBARK ON YOUR JOURNEYTO FULL PROCESS AUTOMATIONTODAYWWW.FYIDOCS.COMüDocument ManagementüüüüüEverything from Starter PlanPaperless document managementClient relationship managementPowerful search and retrieval“God, I love this program!”Jeremy, Coverdale Business SolutionsProcess AutomationüüüüEverything from Starter and Intermediate PlansProcess AutomationIntegration with industry leading appsPurpose-built approval workflowsAll prices are in AUD and inclusive of GST.FREE30-DAYTRIALNo credit card required.Get started in minutes.Access all features.
Manager, implementing FYI across the practice is easy. Smoothly transition document management to the cloud by following FYI’s phased process with incremental onboarding of functionality. FYI also provides a configurable import routine for historical documents based on existing meta data. BOOK A DEMO TODAY Join a webinar to see how FYI works.
