Skip to main content

FYI App Consulting & Implementation in New Zealand and Australia


Implement, migrate, and optimise FYI for your accounting practice

We help accounting firms across New Zealand and Australia successfully adopt FYI by delivering end-to-end implementation, data migration, workflow automation, and reporting setup.

Whether you’re moving from MYOB, CCH, APS, or SuiteFiles, we ensure a clean transition and a system your team will actually use.

👉 Trusted FYI consulting for firms using Xero Practice Manager across NZ & Australia
Log in to FYI
FYI App consulting and implementation for accounting firms in NZ and Australia

What is FYI & Why It Matters

FYI is a cloud-based document management and workflow platform for accounting firms, widely used across New Zealand and Australia and tightly integrated with Xero Practice Manager.

When implemented correctly, FYI can:

  • Reduce admin time across compliance jobs
  • Improve visibility across clients, jobs, and workflows
  • Standardise how work is delivered across your team
  • Enable automation of recurring processes

The difference is not just the software — it’s how it’s configured and embedded into your firm.

Our FYI Consulting Services

FYI Implementation & Setup

We configure FYI based on your firm’s workflows, including:

  • Cabinets, categories, and filing structures
  • Client and job synchronisation with XPM
  • Email and document templates
  • User roles and permissions

FYI Data Migration

We manage migrations from:

  • MYOB Document Manager
  • CCH iFirm / APS
  • SuiteFiles
  • OneDrive/SharePoint
  • Virtual Cabinet
  • Server / Windows Explorer
  • Legacy document systems and network drives Including:
    • Document mapping into FYI cabinets
    • Client data clean-up and preparation
    • Migration of jobs, WIP, and key datasets

Workflow Automation & Process Design

We design and implement:

  • Job workflows and task automation
  • Document approval processes
  • Automated client communications
  • Recurring compliance workflows

FYI Elite Reporting & Optimisation

For firms using FYI Elite:

  • Custom reporting dashboards
  • Staff productivity and WIP reporting
  • Workflow visibility and job tracking
  • Ongoing optimisation of reporting structures

Who We Work With

We work with accounting firms across New Zealand and Australia, including:

  • Firms using Xero Practice Manager
  • Practices moving from legacy systems to cloud
  • Teams implementing FYI Pro or FYI Elite
  • Firms wanting to standardise workflows and scale efficiently

If your firm handles a high volume of documents, emails, and workflows — FYI helps you run smoother, faster, and safer.

Typical FYI Implementation Timeline

A typical FYI project includes:

  1. Discovery & Planning
    Review systems, workflows, and migration scope

  2. System Setup & Configuration
    Build FYI structure tailored to your firm

  3. Data Migration
    Clean and migrate documents, clients, and job data

  4. Training & Go-Live
    Deliver structured team training and go live

  5. Post-Go-Live Support
    Refine workflows and ensure adoption

Why Work With Us

  • Experience delivering FYI projects across NZ and Australian firms
  • Deep understanding of Xero Practice Manager + FYI integration
  • Focused on practical, usable systems — not just setup
  • Proven migration approach from legacy systems
  • Ongoing advisory to ensure long-term success

Common Challenges We Solve

We regularly help firms with:

  • Low FYI adoption after rollout
  • Inconsistent document filing structures
  • Workflow bottlenecks across jobs
  • Poor reporting visibility in FYI Elite
  • Migration issues from MYOB, APS, or CCH

Get your FYI setup right the first time

Whether you’re implementing FYI or improving an existing setup, we can help you get real value from the platform.

This normally takes between 6-9 weeks from the get go. For a quotation please complete this form and we will be in touch within 24 hours.

Start the Process Now