Open the document behind the number
Link a contract, invoice or loan agreement in FYI to the relevant AccountKit tool. The source is there when someone needs to check the work.
AccountKit + FYI
Keep the source document with the accounting work
Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.
FYIDocumentsConnected to your practice
- 01Link the FYI finance contract
- 02Complete the AccountKit schedule
- 03Export to FYI with filing details
What connects
What you can do with FYI
Find files in the client’s context
Browse FYI documents by client group in AccountKit, or open the applicable client directly in FYI.
File the finished work back in FYI
Export AccountKit reports, client maps and schedules to FYI, with filing details and optional AutoFile defaults.
In practice
From a finance contract to a filed schedule
Keep the original agreement in FYI, link it to the equipment finance tool and return the completed AccountKit schedule to the client’s FYI record.
The document stays connected through the work
- 01Link the FYI finance contract
- 02Complete the AccountKit schedule
- 03Export to FYI with filing details
FYI → AccountKit → FYI
Connection setup
Bring FYI into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check access in FYI
Confirm your FYI plan and administrator or Automations permissions using the connection guide.
- 02
Connect the two accounts
Create the credentials in FYI’s AccountKit app settings, then enter them in AccountKit’s Integrations settings. Keep these credentials private.
- 03
Check a client and the filing defaults
Confirm the automatically mapped client, test document access and set any cabinet or category AutoFile defaults your firm needs.
Before you connect
Who can set up the FYI connection?
FYI’s guide lists Pro or Elite eligibility. An FYI administrator, or a user with the relevant Automations permission, creates the connection credentials in Automation > Apps > AccountKit. Enter those in AccountKit’s Integrations settings. Follow the current guide to confirm your plan and permissions.
Can we see FYI with AccountKit before deciding?
Book an AccountKit demo and mention FYI. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration - Xero
Xero
Bring Xero balances into AccountKit’s accounting tools and post supported journals back, so your schedules and ledger work stay connected.
Explore integration - E-signing
FuseSign
Launch FuseSign signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.
Explore integration
Your practice + FYI
See how FYI fits your firm’s work.
Bring your FYI setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
