The FYI stack

What FYI is the record of

In an FYI practice, FYI is the record of what was sent, received and signed: the engagement letter, the authority, the financial statements, the email that changed the scope. Every other tool should either produce documents that file into it or read client details from it. A signing tool that returns the executed letter into the client's FYI cabinet is respecting the record; one that keeps signed documents in its own portal is building a second archive.

What to add first

The practice-management or job system FYI reads client and job data from, because FYI's automations key off jobs and client status. Then signing and identity, because the executed documents are FYI's reason to exist. Then the ledger and tax tools whose outputs (statements, returns, workpapers) need filing. Collection tools that gather documents from clients earn their place next, since a document requested through them can land in FYI already filed. Meeting assistants last, once the client record is trusted.

The grid on this page lists the directory tools that state an FYI integration, grouped by category.

Automations and the risk of silence

FYI's automations are the value and the hazard: a well-built automation files, notifies and moves a job without anyone touching it, and a badly built one does the wrong thing silently for a quarter. Firms that run FYI well name an owner for each automation, log what it did, and review the log monthly. Tools added to the stack should be checked for whether they trigger FYI automations as intended, or bypass them.

What FYI does not do

It is not a ledger, a tax engine, a proposal tool or a signing platform, and it is not the job-capacity view a practice-management system gives. It connects to those. The order above is the order in which the connections pay back.

Pricing and the document count

FYI is priced per user per month; the tools around it vary between per user, per client and per document. A signing tool priced per envelope and a collection tool priced per request scale with the firm's volume, not its headcount, which suits a practice growing its client base faster than its team. The directory records what each vendor publishes; it does not tell a firm what to charge.

Our coverage of FYI

• The best AI meeting assistants for accounting firms, honestly ranked
• The rise of AI meeting agents in accounting: what tools are firms actually using?
• Celebrating the finalists and winners of the Xero Global App Awards 2025
• Vinyl passes 100,000 recorded hours as firms hand over the work after the meeting
• AI and the IRS rules: what US accounting firms can and can't do