FYI Docs alternatives
FYI Docs alternatives for NZ and Australian businesses
FYI Docs: A$3,600 to A$8,400 a year for 10 users, excluding GST
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare FYI Docs with
FYI lists Intermediate at A$30, Pro at A$50 and Elite at A$70 per user per month, excluding GST, with at least five users. Owners look for an alternative when they want their register and workflow in a database they own instead of paying for an index that lives in FYI.
Yours to own
Practice Documents for Claude Code
The open-source document and workflow system for accounting practices that is just a database and Claude Code. Built around your business, with your FYI Docs data brought across.
See how it worksHow to choose
How to choose a FYI Docs alternative
- 1
What drives the bill
FYI charges per user each month, with a five-user minimum. Compare the plan you need with your user count, and include migration, onboarding and consulting, which are quoted separately. Check whether the features your team relies on sit on the plan you are pricing.
- 2
Who holds your records
Check whether the register and workflow live with you or with the provider. FYI's index sits in FYI, while the files remain on your existing drive. With an owned option, your records are kept in a database you own, so be clear about what moves and what stays in your current file storage.
- 3
Does it fit your rules
Write down how your business names, files, reviews and follows up work. Check whether the alternative can reflect your own categories, required documents and review steps. A system built around your business should follow the way you work, rather than making your team fit a standard process.
- 4
What switching involves
Check how your current documents and filing details can be brought across, and what may be left behind. FYI's Bulk Export puts current document versions into folders by client, year and category. It does not include earlier versions, web links or file notes, so save anything you need first.
The option that fits
A version built for your business
Enterprise DNA builds a version around how your business runs, brings your FYI Docs data across and runs it for you. Your records sit in a database you own, and you can work with them in plain language. You pay one setup fee, then a monthly retainer, with no per-seat plan. If you prefer to manage it yourself, there is also a free version.
- check Built around your processes and filing rules
- check Your data brought across and run for you
- check Free version available to run yourself
Make it yours
Design your own FYI Docs replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from FYI Docs. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your FYI Docs data across and run it for you.
Questions
FYI Docs alternatives, answered
When does it make sense to leave FYI Docs? expand_more
Price is one part of the decision. FYI charges per user each month, and some features sit on higher plans. You may also want a register and workflow that follow how your business files, reviews and chases, with records held in a database you own. Compare the full bill and the work you want taken on before deciding.
Will our files have to move to a new place? expand_more
The files can stay on your existing drive, SharePoint or OneDrive. The register records which client, year, category and job each file belongs to and where it lives. With the owned option, your records sit in a database you own, while your files remain in their current storage.
What should we check before moving documents? expand_more
FYI's Bulk Export copies the current version of each document into folders by client, year and category. FYI Support switches it on, and an FYI admin runs it overnight. Earlier versions, web links and file notes are not exported, so save any you need before the move.
Can we run it ourselves or have it managed? expand_more
The free version is for an owner who wants to run it themselves. Enterprise DNA builds each business its own version around how it runs, brings the FYI Docs data across and operates it. That option has one setup fee followed by a monthly retainer, with no per-seat plan.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what FYI Docs costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for FYI Docs?
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