FYI
FYI is document management software for accounting and bookkeeping firms. FYI automates document management and practice workflows, enhancing efficiency for accounting firms. It integrates with Xero Practice Manager, Microsoft 365, Xero. Pricing: From A$30 per user per month (as at September 2026).
For Accounting firms
- Pricing
- Subscription
- What it costs
- From A$30 per user per month (as at September 2026)
- Founded
- 2018
- Company size
- 51-200
- Last checked
- 3 September 2026
Plans
As published by the vendor, checked 3 September 2026. Confirm current plans on the vendor's pricing page.
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Intermediate | A$30 | per user per month | For practices wanting a powerful document management solution. |
| Pro | A$50 | per user per month | For next-level efficiencies from full process automation. |
| Elite | A$70 | per user per month | Where document and practice management unite. |
FYI is a cloud-based platform designed for accountants, focusing on document management and practice automation. It allows users to automate the creation and filing of emails and documents, enhancing workflow efficiency. The platform integrates with Xero Practice Manager, enabling continuous data synchronization and easy access to client information.
With features like search tools, task management, and collaborative workspaces, FYI helps accounting firms their operations. The platform is built to reduce administrative burdens, allowing firms to focus on delivering services to their clients.
Compiled by The Firm from the vendor's website and app-store listing, checked 3 September 2026. Not reviewed by the vendor. Claim this listing to correct it.
What it does
- Automate email and document filing.
- Powerful search tools.
- Task management capabilities.
- Collaborative workspaces.
- Integration with Xero Practice Manager.
- Customizable workflows.
Works with
Open an integration to see every listed tool that plugs into the same stack.
Built for
Accounting firms
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FYI, answered
- What is FYI?
- FYI is document management software for accounting and bookkeeping firms. FYI automates document management and practice workflows, enhancing efficiency for accounting firms. It integrates with Xero Practice Manager, Microsoft 365, Xero. Pricing: From A$30 per user per month (as at September 2026).
- Does FYI integrate with Xero Practice Manager?
- Yes. FYI lists Xero Practice Manager as an integration, alongside Microsoft 365, Xero. The Firm's directory can be filtered by Xero Practice Manager to see the other tools that plug into the same stack.
- Does FYI integrate with Microsoft 365?
- Yes. FYI lists Microsoft 365 as an integration, alongside Xero Practice Manager, Xero. The Firm's directory can be filtered by Microsoft 365 to see the other tools that plug into the same stack.
- Does FYI integrate with Xero?
- Yes. FYI lists Xero as an integration, alongside Xero Practice Manager, Microsoft 365. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- What does FYI cost?
- From A$30 per user per month (as at September 2026). That is the vendor's published pricing at the time The Firm checked it; confirm current plans on the vendor's pricing page before deciding.
- Who is FYI for?
- FYI is built for Accounting firms. It is document management software, listed on The Firm's practice shelf.
What changed on this listing
Dated changes to what FYI is: prices, integrations, features, regions. Since September 2026. All directory changes.
- Sept 2026: plans published. Checked by The Firm.
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Is this your product?
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