Connect FYI to your favourite apps

Integrate with these industry-leading platforms to automate data capture, digital signatures and much more.

Harness the full power of Microsoft 365 in your practice. FYI is deeply integrated with Outlook, Office, OneDrive and Microsoft Teams.

Leverage Windows authentication and security

Access FYI from within Outlook and auto-file client emails

Use enhanced document creation and editing tools

Access FYI from within Word, Excel and PowerPoint

Share documents securely using OneDrive

Receive FYI notifications via Microsoft Teams

Sync your practice data

Sync with your preferred practice management software for a universal view of each client from within FYI. Your data will always be up to date and accurate, and there's no need to manually update multiple platforms.

Xero Practice Manager
Maintain a single source of truth for client data, jobs and time.

GreatSoft
Sync your client data, tasks and employees in GreatSoft with FYI

MYOB
Sync your clients, contacts, jobs and users in MYOB AE with FYI.

APS
Sync your clients, contacts, matters and users in APS with FYI.

Connect FYI to the tools you love

Account Kit
Practice App

Active Workpapers
Practice App

Adobe Sign
Digital Signing

AMLCC (UK)
Compliance

Annature
Digital Signing

Apxium
Practice App

ATO SmartDocs
Practice App

ATOmate
Practice App

BGL CAS360
Corporate Compliance

Cimplico Workpapers
Practice App

Cloudoffis
Practice App

connectworks
A compliance tool

Content Snare
Practice App

Cradle
Cloud Phone System

Dash
Innovative Financial Technology

Dashboard Insights
Practice App

DocuSign
Digital Signing

FeeSynergy
Debtor Management and Automated Payment Platform

FuseDocs
Practice App

FuseSign
Digital Signing

Ignition
Practice App

myprosperity
Practice App

My Workpapers
Practice App

NowInfinity
Corporate Compliance

OnboardMe
Onboarding App

PDFit
Practice App

Seamlss
Client Onboarding

stackgo
Apps that power up everyday SaaS platforms

The Gap
Practice App

XAMA
Compliance

Xero Tax
Xero Tax

Xero
Xero Suite

VIBE CFO
AI

Vinyl
AI meeting assistant

Zapier
Practice App

FYI's integration with XPM is really profound. It makes document management a breeze, and we now use FYI to manage jobs, reporting, tasks and workflow using the solid foundations that XPM provides.