Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
The FYI integration with Vibe CFO, Etani's AI-powered platform, allows practices to synchronise FYI practice management data such as Clients, Jobs, Staff, and financial details, with Vibe CFO. Once synchronised, practices can utilise Vibe CFO's AI to generate various dashboards for analysing their practice information.
For more information, visit https://vibecfo.ai/.
Features of the Integration
The Vibe CFO integration allows practices to generate various dashboards using FYI practice management data:
- Track document processing times using document activity logs synchronised from FYI.
- Monitor client workflow efficiencies with workflow status updates.
- Analyse client data and track collaboration with client engagement metrics and compliance tracking reports.
Connecting Vibe CFO to FYI
Step 1 - Obtain the Access Key ID and Access Key Secret from FYI
This step can only be completed by an FYI Admin or a user in a User Group with permissions enabled for Automations.
- In FYI, click the Automation menu option.
- Click on the Apps tab.
- Locate the Vibe CFO app, and click the cog icon.
- Click Create new secret. This will generate a new Access Key ID and Secret Key used to connect to FYI.
- The Access Key Secret and Secret Key ID will be displayed. Click the clipboard icon next to each code to copy and paste it to Vinyl or a secure location, for example, a vault.
Important: You will only be able to view the Secret key the first time this window is displayed. If the Key is required again, you will need to disconnect your integration and request a new Key before you reconnect your integration.
Step 2 - Adding the FYI Access Key and Access Key Secret to Vibeo CFO
- In Vibe CFO, navigate to Integrations and click Add New.
- Find FYI and click the tile.
- Enter the Access Key ID and Access Key Secret copied earlier.
- Click Configure Integration.
Using the Vinyl Integration
Once connected, data will begin synchronising between FYI and Vibe CFO automatically. Practices can then begin to create dashboards within Vibe CFO.
For more information on the Vibe CFO integration, refer to https://vibecfo.ai/integrations/fyi-elite.