- Connecting your BGL account to FYI
- Connecting your NowInfinity account to FYI
- Requirements for documents to be imported from BGL CAS 360 or from NowInfinity
- Connecting Companies House to FYI
- Requirements for documents to be imported from Companies House
- Integration with FeeSynergy Collect (Australia and New Zealand only)
- Integration with Xama AML (United Kingdom only)
- Integration with Socket (United Kingdom only)
- Integration with AMLCC
/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, guides and learning paths.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, Automation, New Collaborate, Tasks, FYI Desktop