FYI is document management software for accounting and bookkeeping firms. FYI is cloud document management and practice automation software for accounting firms, built on Microsoft 365 and synced with practice management. It integrates with Xero Practice Manager, Microsoft 365, Xero Tax, Xero, GreatSoft, MYOB AE. Pricing: From A$30 per user per month, excluding GST, minimum 5 users (as at September 2026). Available in Australia, New Zealand, United Kingdom.

Does FYI integrate with Xero Practice Manager?

Yes. FYI lists Xero Practice Manager as an integration, alongside Microsoft 365, Xero Tax, Xero, GreatSoft. 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 Tax, Xero, GreatSoft. 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 Tax?

Yes. FYI lists Xero Tax as an integration, alongside Xero Practice Manager, Microsoft 365, Xero, GreatSoft. The Firm's directory can be filtered by Xero Tax to see the other tools that plug into the same stack.

What does FYI integrate with?

FYI lists 7 integrations: Xero Practice Manager, Microsoft 365, Xero Tax, Xero, GreatSoft, MYOB AE, Reckon APS. Integrations are as the vendor names them; the directory groups every tool by what it connects to.

FYI publishes 3 plans (checked 27 September 2026). Intermediate: A$30 per user per month; Pro: A$50 per user per month; Elite: A$70 per user per month. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.

Where is FYI available?

FYI is listed as available in Australia, New Zealand, United Kingdom. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.

FYI is built for Accounting firms, Firms on xero practice manager. It is document management software, listed on The Firm's practice shelf.

Is FYI on the Xero App Store?

Yes. FYI has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations FYI lists.

Are there reviews of FYI?

FYI's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.

Can a firm see FYI before buying?

Yes. FYI offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.

Who maintains this FYI listing?

The Firm compiled this listing from the vendor's own website and app-store listing (checked 27 September 2026); FYI has not yet claimed it. Claiming is free and lets the vendor correct any detail here.

Has The Firm written about FYI?

Yes. FYI is named in 5 published pieces on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.

How does a firm choose between document management tools?

The Firm's guide to choosing document management software, on the Document management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every document management tool; listing is not a ranking.

What are the alternatives to FYI?

Other document management tools in The Firm's directory include Dext, Hubdoc, SuiteFiles and Content Snare. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Document management

FYI

Document management and practice automation for accounting firms, synced with Xero Practice Manager.

For Accounting firms

No reviews yet Unclaimed · Claim this listing Listing updated 27 Sep 2026

Straight answers

What is FYI?: FYI is document management software for accounting and bookkeeping firms. FYI is cloud document management and practice automation software for accounting firms, built on Microsoft 365 and synced with practice management. It integrates with Xero Practice Manager, Microsoft 365, Xero Tax, Xero, GreatSoft, MYOB AE. Pricing: From A$30 per user per month, excluding GST, minimum 5 users (as at September 2026). Available in Australia, New Zealand, United Kingdom.
Who is it for?: FYI is for accounting and bookkeeping firms, and the vendor names accounting firms, firms on xero practice manager.
What does it cost?: Pricing: From A$30 per user per month, excluding GST, minimum 5 users (as at September 2026).
What's the catch?: FYI states availability in Australia, New Zealand, United Kingdom; firms elsewhere should check with the vendor rather than assume it is unavailable.

FYI is cloud document management and practice automation software for accounting firms in Australia, New Zealand and the UK. It files client emails and attachments automatically, creates emails and documents from templates merged with practice data, gives each client a workspace holding emails, documents, jobs, tasks, meetings, calls and file notes, and automates recurring and multi-step processes.

FYI runs alongside Microsoft 365, with Business Standard the minimum licence for editing documents in desktop Office and Outlook, and syncs with a practice management system. With Xero Practice Manager it syncs clients, client groups, team, jobs and timesheets; it also connects to Xero Tax, GreatSoft, MYOB AE and Reckon APS. Higher plans add workflows, a kanban jobs board, time and billing, reporting, capacity planning and a form builder.

Data for Australian and New Zealand firms is hosted in AWS data centres in Sydney, and for UK firms in London. FYI is ISO 27001 certified and an ATO Digital Service Provider. Plans are priced in Australian dollars per user per month, excluding GST, with a five-user minimum, month-to-month terms and a 30-day free trial; onboarding and migration are quoted separately.

Compiled by The Firm from the vendor's website and app-store listing, checked 27 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.

The facts

Compiled from the vendor's own site, dated

Category: Document management
Pricing model: Subscription
Price: From A$30 per user per month, excluding GST, minimum 5 users (as at September 2026)
Works with: Xero Practice Manager, Microsoft 365, Xero Tax, Xero, GreatSoft, MYOB AE +1
Available in: Australia, New Zealand, United Kingdom
Who runs it: Accounting firms, Firms on xero practice manager
Xero App Store: Listed
Listing: Compiled by The Firm from the vendor's own site
Last checked: 27 Sep 2026

FYI pricing

Pricing: From A$30 per user per month, excluding GST, minimum 5 users (as at September 2026).

Plans as published by the vendor, checked 27 Sep 2026

Plan	Price	Unit	Notes
Intermediate	A$30	per user per month	Excludes GST; minimum 5 users
Pro	A$50	per user per month	A$55 from 1 November 2026; excludes GST; minimum 5 users
Elite	A$70	per user per month	A$75 from 1 November 2026; excludes GST; minimum 5 users

Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)

What it does

From the vendor's own site

Automatic filing of client emails and attachments
Email and document templates merged with practice data
Client workspace with emails, documents, calls, meetings and file notes
Clients, jobs and timesheets synced with Xero Practice Manager
Automation of recurring and multi-step practice processes
Workflows to review and approve documents
Tax returns imported from Xero Tax and ATO assessments auto-filed
Time and billing, reporting and capacity planning on the Elite plan

FYI integrations

7 integrations mapped

Who implements FYI

Implement FYI for accounting firms? List your practice free.

Ratings & reviews

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Questions from firms

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FYI, answered

The questions firms search for before they trial it

What is FYI?: FYI is document management software for accounting and bookkeeping firms. FYI is cloud document management and practice automation software for accounting firms, built on Microsoft 365 and synced with practice management. It integrates with Xero Practice Manager, Microsoft 365, Xero Tax, Xero, GreatSoft, MYOB AE. Pricing: From A$30 per user per month, excluding GST, minimum 5 users (as at September 2026). Available in Australia, New Zealand, United Kingdom.
Does FYI integrate with Xero Practice Manager?: Yes. FYI lists Xero Practice Manager as an integration, alongside Microsoft 365, Xero Tax, Xero, GreatSoft. 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 Tax, Xero, GreatSoft. 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 Tax?: Yes. FYI lists Xero Tax as an integration, alongside Xero Practice Manager, Microsoft 365, Xero, GreatSoft. The Firm's directory can be filtered by Xero Tax to see the other tools that plug into the same stack.
What does FYI integrate with?: FYI lists 7 integrations: Xero Practice Manager, Microsoft 365, Xero Tax, Xero, GreatSoft, MYOB AE, Reckon APS. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
What does FYI cost?: FYI publishes 3 plans (checked 27 September 2026). Intermediate: A$30 per user per month; Pro: A$50 per user per month; Elite: A$70 per user per month. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
Where is FYI available?: FYI is listed as available in Australia, New Zealand, United Kingdom. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
Who is FYI for?: FYI is built for Accounting firms, Firms on xero practice manager. It is document management software, listed on The Firm's practice shelf.
Is FYI on the Xero App Store?: Yes. FYI has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations FYI lists.
Are there reviews of FYI?: FYI's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
Can a firm see FYI before buying?: Yes. FYI offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
Who maintains this FYI listing?: The Firm compiled this listing from the vendor's own website and app-store listing (checked 27 September 2026); FYI has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
Has The Firm written about FYI?: Yes. FYI is named in 5 published pieces on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.
How does a firm choose between document management tools?: The Firm's guide to choosing document management software, on the Document management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every document management tool; listing is not a ranking.
What are the alternatives to FYI?: Other document management tools in The Firm's directory include Dext, Hubdoc, SuiteFiles and Content Snare. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.

Answers are ours, grounded in this listing's facts, checked 27 Sep 2026. Tell us an answer is wrong

What changed on this listing

Every edit, dated, with who made it

Sept 2026 plans updated; added regions: AU, NZ, GB; faq updated; price changed from From A$30 per user per month to From A$30 per user per month, excluding GST, minimum 5 users; description updated; added integrations: Xero Tax, GreatSoft, MYOB AE, Reckon APS; added features: Automatic filing of client emails and attachments, Email and document templates merged with practice data, Client workspace with emails, documents, calls, meetings and file notes, Clients, jobs and timesheets synced with Xero Practice Manager, Automation of recurring and multi-step practice processes, Workflows to review and approve documents, Tax returns imported from Xero Tax and ATO assessments auto-filed, Time and billing, reporting and capacity planning on the Elite plan; removed features: Automate email and document filing., Powerful search tools., Task management capabilities., Collaborative workspaces., Integration with Xero Practice Manager., Customizable workflows.. Checked by The Firm
Sept 2026 faq updated. Checked by The Firm
Sept 2026 plans published. Checked by The Firm

All directory changes

Our coverage of FYI

From The Firm

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