At FYI, we’re on a mission to liberate accountants by halving the time spent on compliance jobs through automation.
Incredible improvements in productivity have been achieved across the industry in recent years in the areas of tax and accounting. With a large proportion of time now being spent on document management, we believe the next frontier of efficiency gains requires re-thinking the way unstructured information is gathered and processed.
Put simply, FYI automates the capture, filing and even processing of source documents to support accounting and tax.
Imagine how different your team’s day would be if:
key documents required to complete a workpaper were identified as missing
these documents were located in the client’s HubDocs account
they were imported, filed and named consistently following practice-wide rules
the associated workpaper was updated with a cross link to the source document
the amount in the workpaper was compared and validated
And imagine if all of this happened automatically and silently in the background across emails
attachments, scanned documents, cloud storage and more.