Features

Announcing new Integration with Active Workpapers by Business Fitness (Australia and The United Kingdom only)

Updated

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FYI now integrates with Active Workpapers by Business Fitness, a cloud-based, flexible solution that easily handles complex accounting jobs with best practice functionality.

What does this mean for FYI users?

Using the integration with Active, users will be able to easily link to and preview documents from FYI directly from within Active. Additionally, completed binders can be easily exported and filed into FYI against an entity and cabinet, without the need to switch apps. This streamlined process increases efficiency while minimising the risk of error.

Who is this available for?

The Active Workpapers integration is available for all FYI users in Australia or The United Kingdom on Pro or Elite plans.

For more information, please visit Business Fitness.

Want to get started?

An FYI Admin or a user with Automations permissions will first need to connect your FYI account with Active. Refer to Integration with Active Workpapers by Business Fitness.

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