FYI

Master Task Management with FYI! 🎯 Track, assign, and complete tasks seamlessly using FYI’s Task Management feature: ✅ Add a task to an email or document, making it quick and easy to delegate work. ✅ Monitor workload by individual, client, job, or practice-wide so nothing gets missed. ✅ Make is super-easy to visualise work, update status and spot bottlenecks. ✅ Prioritise tasks and customise task lists to suit your practice. Simplify your workflows and stay on top of deadlines. 🔗 Discover more: https://lnkd.in/g7CZVAFi

✨ "More time for more" What does that mean for your practice? ✨ At FYI, we believe accountants deserve to spend more time on what truly matters: 🔹 More time for your clients: Build deeper, more meaningful relationships. 🔹 More time for your team: Strengthen collaboration and focus on growth. 🔹 More time for your goals: Drive productivity and profitability without the admin burden. Through intelligent automation, seamless integrations, and smarter workflows, FYI helps you reclaim time for what’s important, turning challenges into opportunities for success. 🌟 What would ‘more time’ mean for your practice in 2025? Let us know below! 🔗 Discover how FYI delivers more time for more: https://lnkd.in/gsRzW2Xh

🎧 Ever wondered what AI-produced audio sounds like? At FYI, we're always looking ahead—pushing boundaries and exploring how technology can improve the way we work. Our latest experiment? Turning our customer stories into AI-produced audio clips, like this one featuring James Carey from Prime Partners Chartered Accountants. 🌟 But it’s not just about the audio clip—we love this case study because we’re thrilled about the impact FYI Elite has had on Prime Partners. James shares how FYI Elite transformed their practice management with automated processes, seamless collaboration, and actionable insights. Click on the link to hear the full clip and let us know what you think of this exciting way of storytelling! 🚀 https://lnkd.in/gBSubrm3

🚀 How a Digital-First Firm Elevated Efficiency with FYI 🚀 As the year comes to a close, it’s the perfect time to reflect and plan for a stronger, more productive 2025. For one forward-thinking digital-first firm, embracing FYI was a game-changer. They transformed their operations to align with their innovative, tech-led vision. The Challenge: Disjointed systems and manual tasks slowed their progress and created inefficiencies. The Solution: By leveraging FYI’s automation and document management capabilities, they streamlined workflows, improved collaboration, and saved significant time across their practice. The results? A thriving, digital-first practice that can focus on high-value work and better client service. 🔗 Read more about their transformation: https://lnkd.in/gYUZmdvz. Let FYI help you take your practice to the next level in 2025! 🚀

🎉 Join Us for FYI’s Last Product Update of the Year! 🎉 We’re wrapping up 2024 with an exciting 45-minute webinar showcasing the latest updates, new features, and what’s on the horizon for FYI. Here’s what’s in store: ✅ New ‘Run from List’ Functionality: A game-changer for productivity. ✅ Client Birthday Automation: Highly requested and now available! ✅ Refined Help Centre Experience: More support, better resources, and easier navigation. ✅ A sneak peek into our 2025 Product Roadmap—don’t miss this exclusive look into what’s coming next! 📅 ANZ Date: 5th December 2024 📅 UK Date: 12th December 2024 ⏰ Duration: 45 minutes 🎯 See you there! Register below: Australia: https://lnkd.in/gWYBVfPi New Zealand: https://lnkd.in/gFw8FW7j United Kingdom: https://lnkd.in/gNrssPEM Let’s end the year on a high note—don’t miss it! 🚀

📊 The Results Are In! Thank you to everyone who participated in our recent poll on which features would most improve practice efficiency. Here’s what you told us: 🔹 Automated Document Workflows: 33% 🔹 Real-time Task Tracking: 33% 🔹 Client Communication Tools: 17% 🔹 Bulk Processing & Automations: 17% It’s clear that streamlined workflows and task management are at the top of your priority list and FYI is here to help. From automation to collaboration, FYI is designed to make your practice more efficient, so you can focus on delivering exceptional client service. Ready to see these features in action? 🔗 Book a demo today and discover how FYI can transform your practice: https://lnkd.in/ghj4__RG Let’s make efficiency your superpower! 🚀

🎉 Reflecting on an Amazing FYI Retreat and a Remarkable 2024! 🎉   After two packed days of strategy, workshops, and team-building, today is all about celebration! We're wrapping up our annual FYI retreat by reflecting on the year that was and the milestones we’ve achieved together.   ✨ What 2024 looked like for FYI: • 7,000+ new users joined us, trusting FYI to transform their practices. • 42 new features released, including standout updates that redefine efficiency. • The launch of FYI Elite, taking practice management to a whole new level. The first two days were filled with collaboration and planning: • Day 1: Year in Review, 2025 Strategy, and product insights with our leadership team. • Day 2: Workshops, team activities, and even a behind-the-scenes tour of Adelaide Oval. Today, we’re celebrating not just our achievements but also the incredible team behind it all. Here’s to another year of growth, innovation, and success as we step into 2025 together, giving our clients more time for more.

For The Neill Family Group the challenges of managing disjointed systems and time-consuming manual tasks weren’t just roadblocks—they were an opportunity to rethink their processes and embrace meaningful change. Partnering with FYI gave them the tools to streamline their workflows, embrace automation, and free up time to focus on delivering exceptional client service. As the year draws to a close, this mindset of reflection and improvement inspires us all. What steps will you take to transform your practice for 2025? Join us for our upcoming webinar to discover how FYI can help you simplify your processes, save time, and start the new year strong: 📅 Why FYI Is the Key to Achieving Your Goals in 2025 🔗 Register now: https://lnkd.in/gsmiWCKF Make 2025 the year your practice reaches new heights. 🚀

🚀 Introducing FYI Elite: A new way to manage your practice! 🚀 Ready to transform the way you manage your accounting practice? FYI Elite brings together everything you need to supercharge your workflows, providing a comprehensive practice management solution designed to make your day-to-day operations seamless and efficient. 🔹 Automated Workflows: Streamline document management, emails, and approvals with automations that work for your practice. 🔹 Real-Time Task Tracking: Gain full visibility into every job and task—ensuring nothing slips through the cracks. 🔹 Advanced Practice Management: Manage everything in one place with custom automations, bulk processing, and real-time collaboration tools. 🔹 Effortless Collaboration: Keep your team and clients connected with seamless communication tools, making it easier than ever to stay on top of every task. FYI Elite is the next step in practice management, helping you optimise workflows and elevate your service delivery. 🔗 Learn how FYI Elite can transform your practice management: https://lnkd.in/gcHaHD3Y

🌟FYI is excited to continue our partnership with the NZCA group! 🌟 We’re proud to count 18 out of 28 NZCA members as clients, including standout firms like Wallace Diack Chartered Accountants. NZCA is New Zealand’s largest network of Chartered Accounting firms, and partnering with them has been an incredible journey as we work together to harness FYI’s automation platform for maximum client value. At FYI, we believe that technology should simplify work, not complicate it. With our platform, NZCA members are saving valuable time on routine tasks, giving them more freedom to focus on what truly matters—improving their clients' financial lives and delivering exceptional service. Here’s to more innovation and shared success with our NZCA partners!