CoreEDI compliance with FYI.
Automated cloud document management and CRM, designed specifically for accountants in practice, that seamlessly integrates with Practice Manager.
At FYI, it is our mission to liberate accountants - halving the time it takes to complete tasks on compliance jobs through automation and easy access to all relevant information.
FYI can be deployed in a way that suits your practice. Dip your toe in or dive head first. It’s up to you.
STEP 1: EMAIL + TASK MANAGEMENT. Email has overtaken hard copy mail and the telephone as the primary communication tool between accountants and their clients. Take the first step with FYI and ensure that every email in or out of your practice is hitting the client file – even those sent from your iPhone.
STEP 2: DOCUMENT MANAGEMENT + CRM: Employ FYI’s powerful template engine to drive consistency in every letter, spreadsheet and presentation deck. Have your MS Outlook calendar immediately update the client file. The ability to search, sort and filter in FYI renders a complete overview of the client or family group.
STEP 3: PROCESS AUTOMATION + WORKFLOW: This is where fun really begins. FYI is on a journey to bring the digital world to the doorstep of your practice. As FYI has been built for the cloud, it can integrate with just about anything. Want to instantly import source documents as soon they are added to a client’s DropBox? Sure. How about automatically importing and checking assessments from the ATO? We’ve got that covered. Then use the workflow engine to assign tasks and manage the approval process
Why companies trust CoreEDI with their FYI connection:
Get EDI capabilities without the pain of installing software. With access to retail’s largest network, 24×7 support and integration options, it’s the only EDI solution you’ll ever need.
We’ll be your EDI department.
We serve as your comprehensive EDI department, going beyond basic service by handling any and all changes with FYI on your behalf so you can continue to get products out without interruption or hassle.
Trust the FYI EDI compliance experts.
With an established track record with multiple FYI suppliers, we understand all of the specifications—from particular OMMs to required shipping labels, any and all changes, and more. We have the expertise to get you easily mapped to FYI, no matter how complex your business.
Simple, yet revolutionary.
Our strength is powered by our retail relationships and our deep expertise in trading partner connections with over 80,000+ customers worldwide.
Seamless implementation and integration
Pre-built EDI solutions connecting to more than 100 accounting, ERP, WMS and TMS systems support a smooth transition to EDI, regardless of your transaction volume.
We’ll be your EDI department
We take on the heavy lifting. CoreEDI serves as your comprehensive EDI Department, handling all of your system changes so you can continue with business as usual without interruption.
Fast, software-free setup
All you need is a web browser to start processing EDI-compliant orders immediately. As your business evolves, we offer scalable solutions designed and prepared for exponential growth.
World-class reliability with 24/7/365 support
Get help anytime, the way you want it: by phone, by live chat, by email or through user-focused videos and webinars.
Satisfy any retailer requirement
Wal-Mart, Amazon, Cabela’s, Grainger, Target and more – our pre-mapped connections are ready to go. If we don’t have the map, we’ll build it.
Get total supply-chain visibility
Make decisions based on more complete and accurate data than ever before. See the flow of transactions in and out of your business with absolute clarity and accuracy, in real-time.