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Enjoying seamless integration – How XPM, Ignition and FYI work together

24th Aug 2023
Brought to you by
FYI Docs logo blue
FYI have a clear goal. To remove repetitive and mundane tasks from the day-to-day work of...
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Enjoying seamless integration – How XPM, Ignition and FYI work together

From engaging prospects to processing work, e-signing final reports, and billing clients, the combination of FYI document management and process automation, Ignition, and Xero Practice Manager (XPM) offers a perfect set of tools for all client work aspects.

As more and more practices look at ways to automate workflows and processes, it is important that they create technology ecosystems that communicate and work well together to achieve greater efficiency.

FYI, Ignition, Xero Practice Manager Webinar: Unlocking Tremendous Productivity

This comprehensive set of products boosts your confidence in addressing questions about recoverability, efficiency, and productivity across the firm.

Using the cloud-based tech stack of FYI, Ignition, and Xero Practice Manager (XPM), you'll gain critical insights to manage and grow your firm.

These products together facilitate the end-to-end process of winning clients, completing work, and billing.

Sharing common data ensures 100 per cent confidence that all information related to clients, documents, jobs, and billing is accurate and current – and all in one place.

Empowering your firm with the right tools

A craftsperson is only as good as his tools, or so the saying goes. However, in our increasingly digital world, firms are coming to realise that the type of platforms they employ and how they use them can make all the difference.

That’s why more practices need to embrace this fully integrated set of cloud-based tools and shed the administrative burdens tied to your firm's back-office functions.

By leveraging automation, you save time and maintain the highest standards of customer service, nurturing growth in your firm.

Automating repetitive tasks frees up your team's time for value-added activities, enhancing your clients' businesses. Think of automation as a tireless employee that keeps working even when you're asleep.

These products will help you tackle challenges such as:

  • Boosting efficiency within your firm
  • Ensuring excellent client service
  • Monitoring job and task exceptions to avoid oversights
  • Prompt payment collection for better cash flow
  • Precise service pricing for accurate billing

Maximise efficiency with FYI

FYI is dedicated to redefining the way accountants work. It's an automation tool for document management, process control, and client collaboration – it does it all seamlessly.

Its integration with MS Office 365 and intelligent features like automatic email filing can save countless hours for firms. In fact, FYI has a clear proven ROI that it stands by that are achieved by:

  • Automatic filing of up to 70% of all emails
  • Effortless collection, filing, and sharing of essential documents
  • Visual job management boards
  • Automatic creation of time entries
  • Consistency through standardised best practices

However, much more can be achieved through its integrations with XPM and Ignition, which when combined together bring the benefits of all the platforms, including:

  • Clear service expectations, work scope, and pricing
  • Swift personalised proposals
  • Automatically generated, legally compliant engagement letters
  • Reduced time spent on debt recovery through automatic invoice and payment collection
  • Assign and manage jobs
  • Track and invoice time
  • Sync invoices, payments, and clients with Xero
  • Create custom reports
  • Maintain a WIP ledger

If you are building or reviewing a tech stack it pays to understand how these various platforms interact and how they can revolutionise your firm.

Join our latest on 31st August – 'Best In Class' Onboarding Workflow with XPM, Ignition, and FYI

The synergy of FYI, Ignition, and XPM eradicates time-consuming and repetitive tasks, eliminating the need to rekey data.

Witness these dynamic products in action during our upcoming webinar on 31st August an unlock the full potential of these tools to pave the way for a more efficient, productive, and client-centric approach in your firm

In the session, we’ll be discussing:

  • A high-level overview of your fellow accountant's tech-stack map and how they integrate Ignition, XPM, and FYI
  • Key challenges & considerations to be aware of when implementing this technology
  • How to approach the implementation and get your team bought into the process.
     

Register Today