We're excited to announce a new integration with Abacor, an AI meeting assistant that captures and understands client conversations, turning meetings into actionable tasks and documentation.
What does this mean for FYI users?
Client Synchronisation: Synchronise client data from FYI and Abacor, ensuring meeting notes and tasks are filed to the correct client.
Data Capture: Ensure every meeting is fully captured, structured, and filed in FYI, with transcripts and summaries accessible in FYI.
Sync Tasks: Meeting follow‑ups and tasks are clearly captured with their status synchronised between FYI and Abacor.
Who is this available for?
The Abacor integration is available for all practices 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 Abacor. Refer to Integration with Abacor.