We're excited to announce a new integration with PM Hub, a tailored application designed to streamline practice activities, monitor revenue from suppliers and fund managers, and manage direct charges associated with client advisory services. PM Hub client details, invoices, and custom field data is synchronised from PM Hub to FYI, and automatically filed in FYI, giving practices visibility over revenue from clients directly in FYI.
What does this mean for FYI users?
- Time Savings: Automatically filing PM Hub invoices into FYI eliminates repetitive admin work.
- Data Management: Client details, including custom fields, stays up to date
- Oversight: Monitor revenue tracking directly in FYI.
Who is this available for?
The PM Hub integration is available now to all users on the Pro or Elite plan, for practices in Australia and New Zealand.
Want to get started?
To begin setup and configuration, refer to Integration with PM Hub (Australia and New Zealand only).