OnboardMe + FYI

Signed proposals, onboarding PDFs and client uploads are filed into the right FYI cabinet automatically. With FYI Elite, clients, custom fields and jobs sync too.

Australia · New Zealand · United Kingdom

What syncs

What moves between OnboardMe and FYI.

Clients ⇄ both ways

Clients and contacts sync both ways with FYI Elite. In Documents mode, FYI clients are linked, or created once from your XPM, GreatSoft or Xero record.

Jobs → to FYI

FYI Elite jobs created on acceptance, or on send for existing clients if you prefer.

Documents → to FYI

Signed proposals, onboarding PDFs, uploaded files and ID certificates filed to your cabinets.

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How it works

How OnboardMe works with FYI.

Step 1
Connect FYI
Add your FYI API access details and choose Documents or Elite.
Step 2
Choose where files go
Pick the cabinets, year and categories for engagement and onboarding documents.
Step 3
Client signs
The signed proposal is filed once every signer has signed, named with your prefix.
Step 4
Onboarding completes
The onboarding PDF and uploaded documents are filed, plus the ID certificate when ID was verified. eForms and AML reports are one click away.

Setup

Getting connected

Connect with an FYI API access ID and secret, checked as soon as you save them.

Documents mode works alongside Xero Practice Manager, GreatSoft, Karbon or Xero. With Karbon, link clients to FYI once.
Elite mode syncs clients, contacts, staff, groups, custom fields and jobs when FYI is your practice manager.
FYI changes are pulled back every hour, with a full sync each week.
Set separate cabinets for engagement and onboarding documents.
Choose a filename prefix for signed proposals and how client names are ordered.