Proven Return On Investment

At FYI, we’re on a mission to liberate accountants by halving the time spent on compliance jobs through automation.

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.