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FYI Docs – Automation discussion
October 15 @ 11:00 am - 12:00 pm
Date: 15th October 2024
Time: 11:00am – 12:00pm
Location: Microsoft Teams
Meeting ID: 447 714 233 590
Passcode: bekSme
Event organiser: Cathy Boyd
Are you using FYI and exploring automation for your firm’s processes? Join us for a discussion with others who are either willing to share their automation setups or interested in partnering to develop new solutions and share costs. This is a great opportunity to connect, collaborate, and find the best fit for your firm’s needs.
We have several options for consulting on automations:
- FYI Consulting Services – ideal for firms looking for handholding for a few automations to get started. FYI | Automation Services
- Nick Wilkinson from Puzzle Solutions – An accredited onboarding consultant with FYI who can provide services to get a greater number of automations setup quickly. Nick is based in Auckland and usually works with North Island firms, but not exclusively. Nick is also accredited with Xero and can clean up XPM data to support the desired automations. Puzzle Solutions nick@puzzlesolutions.co.nz
- Scotty Jenkin from Now Online. An accredited onboarding consultant with FYI who can provide services to get a greater number of automations setup quickly. Scotty is based in Timaru and usually works with South Island firms, but not exclusively. Scotty is also accredited with Xero and can clean up XPM data to support the desired automations. Now Online scotty@nowonline.nz
- Jason Gluer from BDE Automations. Jason is also a Shareholder of accounting firm Wallace Diack with his wife Karen who is a CA. They implemented FYI two years ago and now run over 150 automations, designed by Jason, saving 5-7 hours per staff member. Jason has now packaged this service and can implement his full suite of FYI automations in as little as two days. BDE Automations – BDE Automations jason@bdeautomations.com