Inbox-to-FYI filing with auto-classification
Designed around a clear trigger inside FYI, a reviewed AI draft and a measurable reduction in admin time.
FYItoReview
Software
Accounting and bookkeeping software
AI automation for FYI.
FYI is a cloud document and process platform purpose-built for Australian accounting firms working on Xero. Horizon AI builds reviewed AI workflows that sit inside FYI, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
FYI
Accounting and bookkeeping
- Fewer hours on manual client document chasing
- Faster month-end and BAS turnaround
- Cleaner reconciliation and invoice triage
- Consistent client communication drafts ready for review
How AI fits in FYI
AI workflows that speak FYI's language.
Below are the actual product modules, features and ecosystem partners FYI uses - the AI layer Horizon AI builds slots into these, not around them.
AI agents trigger FYI Process Automation rules to auto-create and file client emails and documents into the right Cabinets, kick off job Workflows for compliance reviews and approvals, and capture time straight into Time & Billing. Agents can pre-populate Forms for data collection, then route the resulting document pack through FYI Elite review steps without partners chasing fee earners.
By the numbers. Powering more than 33,000 accountants across Australia, New Zealand and the UK.
FYI modules and features we work inside
Process AutomationCabinetsautomation rulesWorkflowsFYI EliteTime & Billing
Other FYI implementation specialists in Australia
- PKF (national FYI agreement)
- Count (FYI rollout across 120+ member firms)
Horizon AI sits alongside these specialists - not as another implementer of FYI itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
FYI AI workflows
First workflows worth automating in FYI.
Each workflow has a defined trigger inside FYI, a reviewed AI step and a measurable change in how the team spends its week.
Client request automation with reminder drafts
Designed around a clear trigger inside FYI, a reviewed AI draft and a measurable reduction in admin time.
FYItoReview
Process step summaries and stuck-job alerts
Designed around a clear trigger inside FYI, a reviewed AI draft and a measurable reduction in admin time.
FYItoReview
Cabinet hygiene and naming consistency reviews
Designed around a clear trigger inside FYI, a reviewed AI draft and a measurable reduction in admin time.
FYItoReview
Email drafting from FYI client context
Designed around a clear trigger inside FYI, a reviewed AI draft and a measurable reduction in admin time.
FYItoReview
How the integration works
AI inside FYI, not bolted on top.
FYI typically integrates via its REST API, native app connector or supported partner add-ons. Horizon AI builds the integration inside a sandboxed practice user so workflows touch only the data, ledgers and clients explicitly in scope.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire FYI into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
FYISource
Reviewed draftReview gate
FYIAction
- AI Summary drafted review
- OK FYI update prepared queued
Often paired with
Software we build FYI workflows alongside.
Best fit for
FYI sits at the centre of accounting and bookkeeping teams.
If you run accounting and bookkeeping on FYI, the sector landing page covers the full software stack we build around.
Common questions
FYI AI automation, answered.
Can Horizon AI integrate with FYI?
In most cases yes. FYI exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace FYI?
No. FYI stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside FYI.
Which accounting and bookkeeping workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for accountants and bookkeepers patterns we have built before.
Ready to layer AI inside FYI?
Tell us the FYI workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.