FYI

What FYI does

FYI (FYI Software Pty Ltd, ABN 81 620 462 991) is a cloud-based document and practice management software company purpose-built for accounting practices, founded in 2018 and headquartered in Adelaide, Australia, with a regional head office in London. The company serves over 33,000 accountants across Australia, New Zealand and the United Kingdom, targeting the full size spectrum from solo practitioners to multi-partner firms. FYI's stated goal is to halve the time accountants spend on compliance work by automating document filing, email management, task delegation, job tracking and multi-step processes specific to accounting workflows.

The platform is built on Microsoft 365 integration and hosted on AWS with data centres in Sydney (for Australia and New Zealand) and London (for the UK). Its core technical components include a database-style document store with configurable filing rules and client workspaces, an Email AutoFile engine that captures and threads client correspondence, a Process Automation Engine with 50+ pre-built templates, two-way synchronisation with Xero Practice Manager and other practice management systems, and modules for time and billing, reporting, employee management, and custom form building. Security is anchored by ISO 27001:2019 certification, ATO Digital Service Provider status, and GDPR compliance. The platform integrates with Microsoft 365, Xero, MYOB AE, GreatSoft, APS, AdobeSign, DocuSign, Annature, FuseSign, BGL, NowInfinity, ATOMate, and more than 30 other tools.

FYI operates a tiered subscription model priced in AUD: Intermediate at $30/user/month, Pro at $50/user/month, and Elite at $70/user/month, with a five-user minimum and month-to-month billing (no long-term contracts). Revenue is supplemented by professional services: QuickStart Onboarding from $990, Assisted Onboarding from $3,000, Concierge Onboarding at custom pricing, plus migration and consulting engagements. Distribution is hybrid — a 30-day self-serve free trial combined with enterprise field sales for larger practices, supported by certified FYI Partners for implementation. CEO Rob Cameron leads the company, which remains privately held with no disclosed external institutional funding.

Name

FYI

Legal name

FYI Software Pty Ltd (A.B.N. 81 620 462 991)

Website

https://fyidocs.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

FYI is a cloud-based document and practice management platform built by accountants for accountants, serving over 33,000 accounting professionals across Australia, New Zealand and the UK through tiered subscriptions and onboarding services.

Ownership category

akta.pro rank

Product category

Practice Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI)

akta.pro secondary industry

Document Creation & Office Suites (BPAMAMAD)

Keywords

• Practice management software
• Document management platform
• Accounting workflow automation
• Client collaboration tools
• Cloud productivity software

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription - Intermediate Plan: Monthly subscription at $30 per user for practices wanting document management solution. Includes email auto-filing, templates, task management, and basic integrations.
2. Subscription - Pro Plan: Monthly subscription at $50 per user for next-level efficiencies from full process automation. Includes all Intermediate features plus advanced automations, workflows, and all app integrations.
3. Subscription - Elite Plan: Monthly subscription at $70 per user for document and practice management driven by advanced process automation and workflow capabilities. Includes Time & Billing, Reports, Client Maintenance, Employee Management, AutoTime, Capacity Planning, Custom Form Builder.
4. Professional Services - Onboarding: QuickStart Onboarding from $990, Assisted Onboarding from $3,000, Concierge Onboarding with custom pricing. Includes migration assistance, setup configuration, live training, and automation workshops.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

FYI provides a cloud-based practice management and document management platform built specifically for accounting and bookkeeping firms. The platform centralizes email, documents, client information, tasks, jobs, workflows, forms, time tracking, billing, and reporting into a single workspace, with tiered subscription plans and add-on professional services such as onboarding, migration, and consulting.

Product overview

FYI is a cloud-based document and practice management platform purpose-built for accountants, available through tiered subscription plans: Starter (entry-level email management), Intermediate ($30/user/month for document management and CRM), Pro ($50/user/month adding advanced automation and all integrations), and Elite ($70/user/month with full practice management including Time & Billing, Reporting, Employee Management, and Custom Form Builder). The platform comprises integrated modules including Email Management, Document Management, Search & Retrieval, Client Management, Tasks & Comments, Job Management, Workflows, Collaborate, Forms, Process Automation, Time & Billing, Reporting, and Employee Management. Supporting resources include an Automation Library with pre-built templates, plus professional services for Onboarding (QuickStart from $990, Assisted from $3,000), Migration, Consulting, and Support. The platform integrates deeply with Microsoft 365, practice management software (Xero Practice Manager, MYOB AE, GreatSoft, APS), digital signing tools (AdobeSign, Annature, DocuSign, FuseSign), tax and compliance tools (Xero Tax, BGL, ATOMate, NowInfinity), and other accounting tools (Xero Ledger, FuseDocs, Zapier).

Differentiator

Problem solved

Functional benefit

Products and services

• FYI Cloud Platform Cloud-based practice management and document management platform that centralizes email, documents, client information, tasks, jobs, workflows, forms, time tracking, billing, and reporting for accounting and bookkeeping firms. Sold on a per-user subscription basis across tiered plans, with availability in Australia, New Zealand, and the United Kingdom.
• Onboarding Services Professional onboarding service that helps new accounting practices configure FYI, set up users, jobs, templates, and integrations, and get staff trained on the platform. Sold as an add-on to the FYI subscription.
• Migration Services Paid migration service that helps accounting practices move from existing document management, email, or practice management systems into FYI, including data and document transfer.
• Consulting Services Paid consulting engagements where FYI's professional services team advises accounting practices on workflow design, process automation, and optimization of FYI to fit the firm's operating model.

Quantifiable outcome

• 2+ hours saved per compliance job per fee earner
• +5 more outcomes

Named customers14 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration29 records

AI capability3 records

Feature10 records

Partnerships

18 partnerships are on record, tiered major and core.

• AbacormajorTechnology or Integration · 11 June 2026Integration with Abacor, an AI meeting assistant that captures and understands client conversations, turning meetings into actionable tasks and documentation. Improves client synchronisation, data capture, and sync tasks. Available for Pro and Elite plans.
• IgnitionmajorTechnology or Integration · 21 May 2026New integration with Ignition, a proposals, billing, and payments platform that helps practices manage client engagements and workflows. Improves workflow efficiency, client synchronisation, and standardised job creation.
• AnnaturemajorTechnology or Integration · 7 May 2026Integration with Annature's Identity Verification feature extended to include sending verification requests, automatic sync of verification details, optional import of Certificate of Verification, and automatic creation of disbursements.
• ZatomajorTechnology or Integration · 21 April 2026Integration with Zato, a SaaS platform for Chartered Accounting practices that automates key accounting workflows including workpapers, journals, and reconciliations. Improves workflow efficiency, compliance readiness, and provides single source of truth. Available for Australia and New Zealand only.
• CradlemajorTechnology or Integration · 27 March 2026Integration with Cradle, a cloud-based phone system that replaces traditional desk phones. Offers automatic client matching, phone call records created and filed automatically, call transcriptions captured, and centralised communication history.
• CradlemajorTechnology or Integration · 1 March 2026Integration with Cradle cloud phone system for automatic client matching, call record filing, and transcription capture.
• Microsoft 365coreTechnology or IntegrationFYI is deeply integrated with Microsoft 365 including Outlook, Office, Word, Excel, PowerPoint, OneDrive, and Microsoft Teams. Users can access FYI within Office applications and auto-file emails directly from Outlook.
• Xero Practice ManagercoreTechnology or IntegrationTwo-way sync with Xero Practice Manager for client data, jobs, and timesheets. Automatic synchronization of clients, client groups, jobs, and team information.
• MYOB AEcoreTechnology or IntegrationSync clients, contacts, jobs and users in MYOB AE with FYI.
• GreatSoftcoreTechnology or IntegrationSync client data, tasks and employees in GreatSoft with FYI.
• APS (Accounting Practice Software)coreTechnology or IntegrationSync clients, contacts, matters and users in APS with FYI.
• AdobeSignmajorTechnology or IntegrationDigital signing integration for automated signature workflows.
• DocuSignmajorTechnology or IntegrationDigital signing integration for automated signature workflows.
• FuseSignmajorTechnology or IntegrationDigital signing integration for automated signature workflows.
• BGLmajorTechnology or IntegrationCorporate compliance app integration with daily import of completed documents, annual statements and resolutions created in BGL CAS 360.
• NowInfinitymajorTechnology or IntegrationCorporate compliance app integration for automated document workflows.
• ATOMatemajorTechnology or IntegrationTax app integration for ATO document import and automated workflows.
• Microsoft SharePointcoreTechnology or IntegrationFYI Collaborate uses dedicated SharePoint sites for secure document and folder sharing with external users. Includes automatic filing of uploaded documents in FYI.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• SmartVault: SmartVault is a cloud document management and client portal platform built specifically for accounting professionals. It is one of the most direct competitors to FYI's document management and workflow modules.
• TaxDome: TaxDome is an all-in-one practice management platform built for accounting and tax firms, offering client portals, workflow automation, document management, and billing. It is the closest direct competitor to FYI in the vertical SaaS-for-accountants category.
• Karbon: Karbon is a workflow and practice management platform purpose-built for accounting firms, with email integration, task management, client communication, and team collaboration. It competes head-to-head with FYI in the ANZ, UK, and US accounting markets.
• NetDocuments: NetDocuments is a cloud-based document management platform built for professional services firms including accounting, legal, and financial services. It competes with FYI's document management, search, and secure-collaboration modules.
• Canopy: Canopy is a practice management suite for accounting firms featuring document management, client CRM, workflow automation, and billing. It targets the same accounting-practice customer base as FYI with overlapping functionality.

Broad incumbents

• iManage: iManage is an enterprise document and email management platform for professional services firms. While primarily legal-focused, it overlaps with FYI's document-centric, email-filing, and workflow automation capabilities in professional services settings.
• Thomson Reuters (Onvio / UltraTax): Thomson Reuters offers a suite of tax, audit, and practice management products (Onvio, UltraTax, Practice CS) used by accounting firms globally. It represents a broad incumbent alternative to FYI's specialized practice management offering.
• Wolters Kluwer (CCH Axcess): Wolters Kluwer's CCH Axcess is a broad tax and accounting practice platform serving large and mid-market firms with workflow, document, and compliance management. It is a broad incumbent that competes in adjacent practice-management categories.

Emerging players

• Liscio: Liscio is a client communication and collaboration platform for accounting firms, focused on secure messaging, document sharing, and client requests. It overlaps with FYI's Collaborate and client portal capabilities.
• Suralink: Suralink is a workpaper management and client collaboration platform for accounting and audit firms, providing document request lists, progress tracking, and automated follow-ups. It competes in the workflow/automation niche FYI addresses.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/FYI.Accounting
• Xx.com/fyi_docs

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FYI