Features
Does FYI integrate with Google Drive and Gmail?
No, FYI is only available for practices using Microsoft 365.
The reason for only working with Microsoft 365 is a combination of:
- The degree of automation we can achieve with this as a development platform
and
- The vast majority of accountants (by user count) are using Microsoft 365
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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Onboarding
Configure FYI, migrate documents and onboard your team.
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop