FYI is excited to announce the release of a new integration with FeeSynergy Collect, a leading debtor management and automated payment platform designed to help accounting firms improve cash flow and streamline client payments.
What does this mean for FYI users?
Using the integration, practices will be able to easily synchronise engagements from FeeSynergy Collect into FYI, ensuring documents remain centrally stored against clients and accessible when needed.
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Engagement and Direct Debit Authority Sync: Documents are automatically synchronised from FeeSynergy Collect into FYI once approved by the Client Partner.
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Filing Defaults: Select a default Cabinet and Categories, ensuring that documents are consistently filed according to the practice requirements.
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Client synchronisation: Clients are synchronised from FYI to FeeSynergy, and matched with Xero using the Contact Number details, keeping client lists aligned.
- Historical Data Upload: Historical engagements can be uploaded as a one-time sync by the FeeSynergy team during implementation, ensuring all documents are filed in FYI from the beginning.
Who is this available for?
FeeSynergy Collect is available to practices on the FYI Pro or Elite plan based in Australia and New Zealand.
Want to get started?
To get started, practices can book a demo to see the integration in action. From there, the FeeSynergy team will guide users through the setup process to seamlessly implement the integration between FYI and FeeSynergy Collect.