FYI is excited to announce a new integration with Vibe CFO, Etani's AI-powered platform that delivers real-time CFO level insights by connecting Xero and other systems via a chat assistant and Power BI. Practices will be able to synchronise FYI practice management data to Vibe CFO, simplifying financial reporting and analysis with contextual insights.
What does this mean for FYI users?
Using the integration, practices will be able to synchronise practice management data, such as Clients, Jobs, Staff, and financial details, with Vibe CFO. Once synchronised, practices can use Vibe CFO's AI to produce dashboards to:
- Track document processing times using document activity logs synchronised from FYI.
- Monitor client workflow efficiencies: workflow status updates
- Analyse client data and track collaboration with client engagement metrics and compliance tracking reports.
Who is this available for?
The Vibe CFO integration is available for all FYI users on the Pro or Elite plans.
Want to get started?
An FYI admin or a user with Automations permissions will first need to connect your account with Vibe CFO. Refer to Integration with Vibe CFO.