Freedom251 › Accounting Practice Management Software
FYI
What FYI is
FYI is cloud accounting document and practice management software for firms managing client work. Its document tools include search and retrieval, dedicated client workspaces, and automatic filing of emails and attachments. The Intermediate plan adds practice management sync, templates and signatures, task and job management, and sample automations. Pro adds workflows, collaboration, extra client security, a Kanban jobs board, custom automations, and all app integrations. Elite adds Time & Billing, reports, employee management, AutoTime, capacity planning, and a custom form builder. FYI connects with Outlook, Office, OneDrive, and Microsoft Teams, and lists practice data synchronization for Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central, and IRIS. It offers a client portal, time tracking, billing and invoicing, deadline tracking, and staff capacity planning. The 30-day trial includes all features, team participation, and full email support. Plans cost 30.00 AUD, 50.00 AUD, or A$70 per user/month, excluding GST, with a five-user minimum; migration, onboarding, and consulting are quoted separately.
Who it suits
FYI suits accounting practices that need client document management alongside practice workflows and team coordination. Its integrations and plans cater to firms using Microsoft tools and listed practice management systems.
What it does well
- Dedicated client workspaces and automatic email filing
- Integrates with Microsoft apps and practice systems
- 30-day trial includes all features and team participation
- All plans include premium customer support
- Offers time tracking and staff capacity planning
What to know first
- No free plan is listed
- At least five users are required
- Prices exclude GST
- Microsoft 365 MFA is the only supported MFA
Limits
Intermediate includes sample process automations; custom automations are listed for Pro and Elite. The paid plans require at least five users, and their AUD prices exclude GST.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Intermediate | per user/month; excluding GST; minimum 5 users · Practice management sync · email filing · templates and signatures · task and job management · document management · sample automations | A$30 a month |
| Pro | per user/month; excluding GST; minimum 5 users · Everything in Intermediate · additional client security · Kanban jobs board · workflows · Collaborate · custom automations · all app integrations | A$50 a month |
| Elite | per user/month; excluding GST; minimum 5 users · Everything in Intermediate and Pro · Time & Billing · reports · client maintenance · employee management · AutoTime · capacity planning · custom form builder | A$70 a month |
As fyi.app lists them, read 4 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://fyi.app/.
- Start the 30-day trial for access to all features and team participation.
- Use Microsoft 365 authentication to sign in.
- Choose Intermediate, Pro, or Elite for a paid plan; each requires at least five users.
Verdict
FYI brings document management, practice workflows, and client tools together across its plans. The five-user minimum and per-user prices make plan costs important to check before choosing.
Questions
How much does FYI cost?
Intermediate is A$30 per user/month, Pro is A$50 per user/month, and Elite is A$70 per user/month. Prices exclude GST and require at least five users.
Is there a free plan or trial?
There is no free plan. The 30-day trial includes access to all features, team participation, and full email support.
Which platforms does FYI support?
FYI is listed for iOS, macOS, web, and Windows.
Which apps does FYI integrate with?
Microsoft integrations include Outlook, Office, OneDrive, and Microsoft Teams. Listed practice data synchronization integrations include Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central, and IRIS.
What is included in the lowest-priced plan?
Intermediate includes practice management synchronization, email filing, templates and signatures, task and job management, document management, and sample automations.
What sign-in method does FYI use?
FYI uses Microsoft 365 authentication and supports Microsoft 365 MFA exclusively.
Facts from FYI's own pages
- Authentication limit
- FYI uses Microsoft 365 authentication, and its support prerequisites page says it supports Microsoft 365 MFA exclusively. · support.fyi.app, 4 Oct 2026
- Backups and recovery
- FYI says AWS backups are retained for 30 days and its disaster recovery targets are up to five minutes of modified data loss and 30 minutes to restore service. · fyi.app, 4 Oct 2026
- Document management
- Intermediate includes document management, search and retrieval tools, dedicated client workspaces, and automatic filing of emails and attachments. · fyi.app, 4 Oct 2026
- Encryption
- FYI says it uses TLS 1.3 (with TLS 1.2 available if needed) and AES-256 encryption keys unique to each subscription. · fyi.app, 4 Oct 2026
- Founded
- 2016 · fyi.app, 28 Sept 2026
- Headquarters
- East End of Adelaide, South Australia, Australia · fyi.app, 28 Sept 2026
- Microsoft integrations
- FYI integrates with Outlook, Office, OneDrive, and Microsoft Teams, including Outlook email filing and Teams notifications. · fyi.app, 4 Oct 2026
- Minimum and fees
- The listed prices are in AUD excluding GST, require at least five users, and exclude separately quoted migration, onboarding, and consulting services. · fyi.app, 4 Oct 2026
- Practice software integrations
- The integrations page lists Xero Practice Manager, GreatSoft, MYOB, APS, CCH Central, and IRIS for practice data synchronization. · fyi.app, 4 Oct 2026
- Process automation
- FYI offers sample process automations on Intermediate and custom process automations on Pro and Elite. · fyi.app, 4 Oct 2026
- Product
- FYI describes itself as a cloud accounting document and practice management software. · fyi.app, 4 Oct 2026
- Security certification
- FYI states that it is ISO 27001:2022 certified and a Digital Service Provider to the ATO. · fyi.app, 4 Oct 2026
- Support
- All plans include premium customer support, educational resources, and regular product updates. · fyi.app, 4 Oct 2026
- Trial
- The pricing page offers access to all features for 30 days, with team participation and full email support during the trial. · fyi.app, 4 Oct 2026