Accounting
•
UK
Ravical &
FYI
Connect your agentic AI directly to FYI and unlock instant access to client records, documents, and job data powering smarter, data-driven advisory workflows.
Request a demo
Cloud document and practice management platform for accounting firms
FYI is a cloud document and practice management platform built specifically for accounting and professional services firms, with strong adoption across the UK. It centralises client records, document storage, and job tracking, giving firms a single operational hub for managing client work end-to-end.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
Ready to connect
FYI
?
01
Ravical reads FYI client, document, and job data to surface advisory opportunities across your practice
Ravical connects to FYI's client and workflow environment, reading client records, documents, and job status. AI agents continuously monitor your client base for advisory triggers, ensuring no opportunity goes unnoticed across your FYI-managed portfolio.
Complete client portfolio visibility | Ravical reads FYI client records and job data across your entire practice, giving your team instant advisory context without manual checking.
Document-driven signals | Ravical scans FYI documents for lifecycle events and compliance milestones, flagging advisory triggers before opportunities pass.
Job and workflow intelligence | Job status and history from FYI reveal service gaps and untapped advisory potential across existing client relationships.
02
From document management to advisory revenue: FYI and Ravical working together
FYI organizes your firm's client documents and job workflows. Ravical makes that data advisory-active. Together, they create a systematic connection between practice operations and advisory delivery at scale, across your entire client base.
Systematic advisory pipeline | Client and job data from FYI feeds a continuous advisory identification engine, ensuring every client relationship is actively managed for advisory potential.
Full recommendation brief prepared automatically | When Ravical flags an opportunity, it prepares a structured brief with relevant FYI data, client context, and a suggested advisory approach.
Fast to deploy, easy to scale | Ravical connects to FYI seamlessly. As your practice grows, Ravical scales automatically.
Experience how it works.
Request a demo.
Related connections
QuickBooks Intuit
Cloud accounting software for small businesses.
Microsoft SharePoint
Document management and collaboration platform.
Silverfin
Cloud working papers for accounting firms.
Xero Accounting
Cloud accounting platform for SMEs.
Microsoft Outlook
Email and calendar for professional teams.
Sage Accounting
Cloud accounting software for UK businesses.
CCH Central
Wolters Kluwer's full-suite practice platform for UK accounting firms.
Microsoft Teams
Collaboration hub for professional services firms.
FreshBooks
Cloud invoicing and accounting for SMBs.
FreeAgent
Cloud accounting for UK freelancers and SMEs.
Exact Online UK
Cloud accounting and management for UK SMEs.
