Adelaide accounting software firm FYI has reached a deal to provide document handling systems across Nexia’s Australia and New Zealand operations.
FYI’s online document management software and automation engine would be used to help accountants across its firms work anywhere and save time, according to Nexia.
“As a large accounting and advisory firm with over 80 staff members, we were looking for a solution that tied together the key success measures of our business to enable us to deliver exceptional service to our clients,” said Mike Medlicott, director at Nexia.
“This means we have clear visibility of where the firm is working, and as we refine our data, we have the ability to set further KPIs to monitor our own performance.”
“We have also been able to speed up many of our processes by using the automation capabilities within FYI, which has played an integral part in improving our efficiencies within the firm.”
Mr Medlicott said FYI’s software allowed it to link its document management system with its internal workflow processes and meant the employees could work remotely with full access.
“The added benefit of a cloud-based product means that our team can work from anywhere and achieve the same results as they would in the office,” he said.
“We are looking forward to further developments from FYI to make sure we are maximising our investment in this critical application for our business.”
FYI head of sales Ned Appleton said the business was focused on developing its technological capability for clients such as Nexia.
“FYI’s native cloud application not only enables their staff to work from anywhere — it facilitates frictionless sharing of documents to clients,” said Mr Appleton.
“Online or cloud is just the beginning though. It’s how we can then integrate and automate manual repeatable steps that is changing the way accountants work.”
Established in 2016, FYI has focused on building document management and process automation software for accountants and is currently used by around 700 practices.
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