FYI

🚀 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!

Looking to boost your practice’s efficiency? 💡 We want to hear from you! Whether it’s automating workflows, improving task tracking, or streamlining client communication, every accounting practice has its unique challenges. Which feature would make the biggest difference in your practice? 📊 Cast your vote below and share your thoughts on what your practice needs to thrive.

🎃👻 The FYI team is automating Halloween! Just like we take the fright out of managing your documents and workflows, we're scaring away inefficiency this spooky season. From ghostly automations to fang-tastic document management, we’re making sure nothing haunts your productivity! 👻💻 Ready to scare away inefficiency? Book a demo today and see how FYI can transform your practice: https://lnkd.in/gsRzW2Xh 

📢 Join Our Client Success Team for Best Practice Advice on #Lightspeed Communication! 📢 In just 30 minutes, we’ll be answering your top requests and frequently asked questions to help you enhance your client communication processes. This session is packed with actionable insights and practical tips to ensure smooth and secure interactions with your clients. Here’s what we’ll cover: ✅ Sharing & Receiving Documents: Best practices for sharing and receiving documents with clients. ✅ Bulk Emailing: How to email multiple clients securely and seamlessly. ✅ Tips & Tricks: Learn our top tips for better managing documents and emails. Don’t miss out on the chance to streamline your communication and elevate your client relationships. See you there! 📅 Date: 7th of November 2024 | 1pm AEDT 🔗 Register now: https://shorturl.at/TkJw8