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The Cimplico Workpapers + FYI Integration, Explained

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The Cimplico Workpapers + FYI Integration, Explained

About FYI

FYI is one of the most widely used practice and document management platforms in accounting — and for good reason. It’s a well-built system that gives firms a central place to manage client correspondence, store documents, and organise their client and group structures. Firms that use it tend to rely on it heavily.

Our integration

When we built our FYI integration, we wanted it to complement that — not disrupt it. The goal was simple: if your firm runs on FYI, Cimplico Workpapers should fit naturally into that world, not create a parallel one. This integration has been part of Cimplico Workpapers for years, and for firms using both systems, it’s become an essential part of how they work.

Here’s what the integration unlocks.




Import your clients and groups from FYI – in bulk

Your client and group structure already exists in FYI. You shouldn’t have to rebuild it from scratch in Cimplico Workpapers.

With the FYI integration, you can bring your entire client and entity structure across in one go. That means:

  • No CSV imports.
  • No setting up clients one by one.
  • No misaligned databases.

Just the clients and client groups you expect to see in both systems.




Your supporting documents are already there when you open a workpaper

Supporting documents naturally live in FYI:

  • Client-sent invoices and statements.
  • Permanent documents like trust deeds and minutes.
  • Reconciliations you’ve saved for reference.

These are exactly the kinds of files you need when you’re preparing workpapers — and without an integration, accessing them means downloading, relocating, and re-uploading each one.

With the FYI integration, any document saved to the relevant FYI client cabinet and job appears automatically in the files section of your workpaper — no searching, no switching tabs. From there:

  • See everything at a glance. Open a workpaper and the relevant documents are already listed, right in the files panel.
  • Attach to a worksheet in one click. No downloading, no dragging files across.
  • Edit directly and stay in sync. Need to make a change? Open the document straight from Cimplico Workpapers and it launches in FYI — no hunting for the file.

An integration that adds value

The best integrations don’t ask you to change how you work — they just remove the friction in between. This one is built around the processes that repeat across every job: setting up entities, finding documents, keeping files current.

If your firm uses FYI, book a demo to see how Cimplico Workpapers works alongside it.

See Cimplico Workpapers in action.

A scalable, cloud-based approach to workpaper preparation and review — built to give your team consistency, control, and visibility across every job.

Book a demo