FYI now integrates with business development app, The Gap, to automatically import emails and documents from The Gap Portal.
The Gap provides accountants with fully systemised processes and education to market, sell and deliver Business Advisory and improvement services to their clients. They’ve got your client’s entire business journey covered – from facilitating their annual business plan, to structured coaching, cashflow improvement, succession planning and everything in between.
What does this mean for FYI users?
- Emails sent to clients via The Gap Portal are auto-filed in FYI.
- File documents directly from The Gap Portal into FYI.
- Easy access to The Gap documents inside FYI.
- A complete snapshot of client interactions
Who is this available for?
This integration is available to all users on the Pro plan. Please note that you will need to be a registered member of The Gap.
Want to get started?
An FYI Admin will first need to connect your account with The Gap to FYI. Refer to Integration with The Gap.