Every Meeting, Filed in FYI

Starting today, Abacor connects directly to FYI, one of the most popular document and practice management used by accounting firms in Australia, New Zealand and the UK. If your firm is managed using FYI, your client meeting notes now seamlessly sync against the correct client without the need to “copy and paste” or manually type notes.

The idea is simple. The work that happens in a client meeting, the decisions, the follow-ups, the change in circumstances, shouldn't live in a separate tool or someone's notebook. It should land in the client file, where your whole firm already works. With this integration, it does. The moment a meeting ends, Abacor captures it and files it into FYI automatically.

How the integration works

The integration keeps your client records and your meeting records in sync, so everything ends up where it belongs. Client data synchronises between FYI and Abacor, which means each meeting note, transcript, and task is filed against the correct client with no manual matching. Nothing lands under the wrong client, and nobody spends time reconciling two systems that should already agree.

What it actually does for you

When FYI is connected, Abacor:

• Files every meeting into FYI fully captured and structured, with transcripts and summaries accessible directly in the client record, so the next person to open the file sees the whole picture rather than a fragment.
• Synchronises client data between the two systems, ensuring meeting notes and tasks are always filed to the correct client.
• Keeps follow-ups and action items in sync, with their status tracked across both FYI and Abacor, so a commitment made on a call doesn't depend on someone remembering to log it.
• Your firm's settings and permissions carry through, so what's filed and who can see it follows the structure you already have in FYI.

Why we built this

The hard part about client meetings has never been the meeting itself. It's everything around it. The notes that need writing up, the manual prep required, the tasks that need logging, the records that need filing, and the recurring cost of reconstructing context when a colleague picks up a client cold. Most of that admin exists only because the conversation and the client file live in different places.

A lot of firms we work with already run everything through FYI. Until now, the meeting record had to be written up and filed by hand every time. With Abacor connected, that step happens on its own. The conversation ends and the record is already there, structured and filed, ready for whoever needs it next.

Who this is available for

The Abacor integration is available for all practices on the FYI Pro and Elite plans. 

Getting started

To connect FYI with Abacor, an FYI admin or a user with Automations permissions will first need to link your account. Once connected, meeting records and tasks begin flowing into FYI automatically.

If you're not yet using Abacor and you run your firm on FYI, this is your chance to see how much admin disappears when your meetings file themselves. Schedule a demo today and we'll get you started immediately.

We're excited to see how your firm puts the integration to work.