We're thrilled to announce FYI AI, where the power of generative AI meets our Automation engine to supercharge your workflows and productivity. FYI AI brings cutting-edge AI models to automations, enabling smarter workflows, quicker responses and deeper insights to your practice.
With such a significant feature, we're taking a staged and deliberate approach to its release. Our priority is not just innovation, but delivering AI that is secure, reliable, and genuinely valuable in a real-world accounting environment.
Bookmark this article; it will be updated with important and new information as FYI AI moves through the rollout stages.
What does this mean for FYI users?
With the release of FYI AI, practices can begin to use the following features:
- Automatic Email Draft Replies: Generate polished, context-aware replies, reducing response times and improving consistency.
- Delegate Tasks: Seamlessly identify and assign tasks from meeting records and emails, ensuring the right task is assigned to the responsible team member.
- Automatic Document Filing: Intelligently file emails and documents to the right client, job and cabinet, eliminating manual effort.
- Document summarisation: Transform lengthy documents, including meeting transcripts, into concise, actionable summaries, enabling faster understanding and decision-making.
- Web Search: Combine AI prompts with web search to support research, explanations, and richer client-ready insights.
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Meeting Summary and Tasks: Integration with Outlook Calendar and Co-Pilot to automatically file meeting records directly to the client. Action items can be automatically created into tasks, keeping your documentation accurate, timely and complete.
Note: We will be expanding our Co-Pilot integration in the future.
Users require Create Automation permissions to configure and use this feature.
Pricing
FYI AI is available at no additional cost to practices on the Elite plan.
Pricing details for practices on the Pro plan will be shared closer to the General release.
Availability to all plans will be limited by a Fair Use Policy, with further information provided closer to General release.
Rollout Plan
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Stage 1: Alpha
The FYI team are currently testing this feature and development is ongoing. -
Stage 2: Beta
A select group of practices are collaborating with our Product team to provide focused feedback. -
Stage 3: General for Elite practices
Elite practices in all regions can start using FYI AI within their automations. -
Stage 4: General for Pro practices
Practices on the Pro plan can enable and start using FYI AI within automations. Further details will be shared ahead of General release.
Frequently Asked Questions
What FYI Plans include FYI AI?
FYI AI feature is currently in beta. When it's officially released, it will be available to all regions on the Elite plan. Practices on the Pro plan will be able to enable the feature at an additional cost. Further details will be shared ahead of the General release.
What is the Cost of FYI AI?
FYI AI is included in the Elite plan's current subscription cost. Pricing for Pro plan practices will be announced closer to the General release.
Availability to all plans will be limited by a Fair Use Policy, with further information provided closer to General release.
What does the AI feature actually do?
Using generative AI response automation steps and prompts with detailed context, FYI AI has a range of use cases, including automatic email reply, meeting summarisation and task creation.
Do I need additional Permissions to use FYI AI?
FYI AI is deeply integrated with our Automations feature. FYI Admins or users with Automations Permission will be able to use the feature.
Can I control or customise how the AI behaves?
Users will have full control to customise the prompts in FYI and continue to refine as needed.
Does FYI AI integrate with Co-Pilot?
Co-Pilot currently interacts with calendar entries similar to our Email AutoFile functionality and imports the transcript generated by Co-Pilot. To support this, the meeting owner requires a Co-Pilot licence.
Note: We will be expanding our Co-Pilot integration in the future.
What happens to my data after the AI processes it?
FYI AI uses a large language model (LLM) in partnership with AWS. Starting with Anthropic and Claude as our third-party models, we have made the decision to design this feature to be modular so we can introduce other models in the future.
AWS Bedrock operates on a no-data-retention model by default. Prompts and responses are processed in real time and discarded by AWS servers, not stored. This "ephemeral processing" model significantly reduces your data liability and simplifies compliance with data retention policies, so you don't need to worry about managing or purging AI interaction data, as it's automatically discarded after each use.
The response is stored in the FYI automation so users can access the provided response and the appropriate action taken by FYI's automation engine.
Is my data secure?
Yes, all data is encrypted both in transit and at rest, ensuring end-to-end protection of your sensitive information. Your project data is protected at the same level as the most sensitive financial transactions. You don't need to implement additional encryption measures, AWS handles this automatically, reducing your project complexity while maintaining security standards.
Will my practice's data be used to train the models?
No, your practice's data will not be used to train or improve the foundational models. AWS Bedrock has strict contractual agreements with model providers that prohibit the use of custom data for training purposes. Your prompts and responses are processed for your specific request only and then discarded. Your competitive advantage and client confidentiality remain intact.
Where is my data processed and stored when using FYI AI?
AWS Bedrock processes data within the AWS region selected for your environment, and the data does not leave that region during processing. As Bedrock does not store data long term, data residency relates to where the processing occurs. This ensures data remains within the designated AWS infrastructure region, supporting compliance with regional privacy and data protection requirements such as GDPR.