Feature Walkthroughs

Process Automation Feature Walkthrough

Discover how FYI’s automation engine streamlines your practice — helping you build, customise, and optimise processes that remove repetitive admin and enhance consistency.
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FYI Elite – Time and Billing Feature Walkthrough

Track time effortlessly and streamline billing with auto-generated timesheets, real-time WIP, and invoicing—powered by FYI Elite.
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FYI Elite – Reporting Feature Walkthrough

Bring your practice data to life with refreshable Excel reports, real-time dashboards and automated insights—all powered by FYI Elite.
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FYI Elite – Employee Management Feature Walkthrough

Simplify staff management with automated onboarding, secure access controls and centralised employee data—built right into FYI Elite.
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Elite Feature Walkthrough

Unlock seamless workflows—from effortless time & billing to real-time reporting, streamlined HR and unified client maintenance with FYI Elite.
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AI+Automation Webinar

Discover how AI and automation are reshaping accounting practices — today and into the future. In this webinar, we’ll cut through the hype to share real-world use cases, live demos, and practical steps to help your firm confidently embrace what’s next.
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Tasks and Comments

Learn how to delegate and manage tasks with ease with FYI.
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Document Management

Learn how FYI automates the creation and filing of documents.
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Why FYI?

Revolutionise your practice with integrated document & job management.
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Email Management

Learn how FYI automates the creation and filing of client emails.
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Collaborate with your Accountant

Learn how to access and navigate your portal and safely and securely share documents with your accountant.
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