Plan: Available: All plans
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The FYI Automation Library contains pre-built Automation Processes for workflows commonly used in accounting practices. Practices on the Pro and Elite plans can import and customise these processes to suit their requirements, then review, test and activate them when ready. Practices on the Intermediate plan have access to a selection of sample processes.
You can access the Automation Library from within FYI:
- Select FYI Guide in the bottom-right corner of FYI.
- Select Automation Library.
Alternatively, browse the FYI Automation Library on the FYI website.
Plan availability
The Intermediate plan includes access to a selection of sample processes. Practices on the Pro and Elite plans can create, import and customise Automation Processes.
To import a custom process, you must be an FYI Admin or have the Automations permission. Additional permissions for Views, Templates and Custom Fields are recommended when reviewing associated items during import.
Compare the features available on each FYI plan.
FYI Guide displays the processes available for your FYI plan.
Available automations
Automation Collections
The Automation Library includes Automation Collections, which group related processes by practice area or FYI feature. Each collection can be imported using a single import file.
In addition, FYI also offers a range of Consulting Service packages for practices with bespoke requirements. Click here to view further details.
Automation Library categories
The available Automation Processes are categorised by purpose as follows:
- CRM & Client Experience
- Compliance & Client Workflows
- Jobs, Capacity & Workflow Management
- Documents, Signing & Filing
- WIP, Billing & Practice Operations
- Employee Management
Activating Automation Processes
Select a process from the Automation Library to open its guide. Follow the step-by-step instructions to prepare and configure the process for your practice.
For Pro and Elite practices, follow the instructions for importing custom processes. Once imported and configured, review and test the process before making it active.
For more information on creating custom processes, or to browse step-by-step Automation Recipes for specific purposes, explore the Process Automation section of the Help Centre.
For practices requiring tailored assistance, FYI also offers consulting services to help configure processes for specific practice requirements.