FYI is excited to announce a new integration with Xama AML, a comprehensive AML solution for UK accounting firms, offering everything a practice requires to maintain effortless AML compliance. Now, with the integration between FYI and Xama, practices can further streamline their onboarding and ongoing compliance processes by syncing key data from Xama to FYI.
What does this mean for FYI users?
Using the integration, practices will be able to easily synchronise new and existing clients from FYI to Xama AML, whilst keeping track of client risk assessment information using dedicated FYI client custom fields.
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Synchronising clients: New clients created in FYI are instantly available in Xama AML, removing the need for duplicate setup and keeping both systems aligned.
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Dedicated custom fields: Set up four dedicated custom fields directly in FYI, to ensure that Risk assessment Status, Level and Dates are synchronised.
- Clear visibility of AML progress: Each status of a client's risk assessment is reflected back into FYI through the dedicated custom fields, giving users visibility of their client's information, all from within FYI.
Who is this available for?
The XAMA AML integration is available for all FYI practices in the United Kingdom on the Pro and Elite plans.
Want to get started?
An FYI admin or a user with Automations permissions will first need to connect your account with Xama. Refer to Integration with Xama AML (United Kingdom only).