FYI Software Pty Ltd

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FYI Software Pty Ltd, trading as FYI, provides cloud-based document management, workflow and practice management software designed for accounting firms, automating email, document, and task workflows to reduce administrative overhead.

Beulah Park, South Australia, Australia
fyi.app

About FYI Software Pty Ltd

FYI Software Pty Ltd (trading as “FYI”) is an Australian software company that provides cloud-based document management, workflow automation, and practice management tools specifically for accounting and professional services firms. Their platform integrates email, documents, tasks, and client information into a central system so teams can streamline compliance work, correspondence, and internal processes. FYI is typically sold as a subscription-based, software-as-a-service (SaaS) product to firms, with pricing usually based on the number of users and chosen feature set, and is commonly billed in Australian dollars (AUD) or local currency depending on region.

A charge from FYI Software Pty Ltd or FYI will most often be related to your firm’s subscription for their document management or practice management software. This can include monthly or annual subscription fees, per-user license charges, implementation or onboarding fees, data migration services, or add-on modules. You may also see charges related to upgrading your plan, adding more users, or renewing an existing subscription. Some firms may start with a trial or pilot period that automatically converts into a paid subscription if not cancelled, which can appear as a new recurring charge on your statement. In some cases, you might see a small temporary authorization or a prorated amount when changing plans mid-cycle.

If you don’t recognize a charge from FYI, first check with your firm’s practice manager, partner, or whoever manages software subscriptions, as FYI accounts are usually set up at the firm level rather than by individual employees. You can also log into your FYI account (via fyi.app) to review your subscription details, billing contact, invoices, and payment history in the billing or account settings area. For unresolved questions, use the support or contact options on fyi.app (such as their help centre, in-app support, or contact form) and provide the last 4 digits of the card, charge date, currency, and amount so they can locate the transaction. Common issues—like duplicate charges from adding users, renewal confusion, or trial-to-paid transitions—are typically resolved by adjusting your plan, clarifying billing dates, or, where eligible, requesting a credit or refund in line with FYI’s subscription and cancellation policies.

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to FYI Software Pty Ltd.

  1. FYI SOFTWARE PTY LTD +61130021276 AU

Frequently Asked Questions

Why did I get a recurring charge from FYI Software Pty Ltd or FYI?

FYI operates on a subscription (SaaS) model, so most recurring charges are for your firm’s ongoing use of their document management and practice management platform. These are usually billed monthly or annually and are often based on the number of active users and the features your firm has enabled. Check your firm’s FYI subscription or ask the person responsible for software procurement to confirm the active plan and billing cycle.

What are the typical billing amounts or patterns for FYI charges?

FYI charges usually appear as regular monthly or annual subscription fees, often in Australian dollars (AUD) or your local currency, and are commonly tied to the number of users in your firm. You may see a larger first invoice that includes onboarding, implementation, or migration services, followed by smaller recurring subscription charges. Mid-cycle changes—such as adding users or upgrading plans—can result in prorated charges or credits on your next bill. To see exact amounts for your account, review invoices in the billing section of your FYI portal or ask your firm’s billing contact.

Why do I see a new FYI charge after a trial or pilot period?

If your firm started on a trial, pilot, or introductory plan with FYI, it may have been set to automatically roll into a paid subscription at the end of the trial period unless cancelled. When that happens, the first paid billing for your chosen plan appears as a new FYI charge on your statement. Check the original proposal or onboarding emails from FYI to confirm the trial end date and agreed pricing, or log into the FYI account to view the current subscription.

How can my firm cancel or pause our FYI subscription to stop future charges?

To cancel or change your FYI subscription, an authorized admin on your firm’s account must sign in to FYI and go to the account or billing settings, where subscription changes and cancellations can be requested. Because FYI is typically billed in advance for a billing period, cancellation usually takes effect at the end of the current term rather than immediately. If you’re unsure who the account owner is, check with your practice manager or partner, or contact FYI support via fyi.app with your firm name and billing details for guidance. Keep in mind that simply uninstalling integrations or not using the software does not automatically cancel billing—you must update the subscription formally.

How do we request a refund or dispute a charge from FYI Software?

Refunds and billing disputes are handled directly by FYI and are subject to their subscription and terms-of-service policies. If you believe you’ve been incorrectly charged—for example, for users that were removed, duplicate invoices, or an unintended renewal—gather your invoice numbers, dates, and amounts, then contact FYI through the support or contact options on fyi.app. Provide as much detail as possible so they can quickly review your account history and determine whether a credit or refund is applicable. Avoid disputing the payment with your bank until you’ve tried resolving it with FYI, as chargebacks can delay resolution.

Why do I see a small or pending FYI charge that later disappears?

A small temporary or pending FYI charge can occur when your card or payment method is first added or updated in their billing system. This is usually an authorization hold used to verify that the card is valid; it is not a final charge and should drop off your statement automatically within a few business days. If the pending amount converts into a posted transaction or does not clear, review your FYI invoices and then contact FYI support with a screenshot or transaction details for clarification.

How can I confirm which FYI account or firm a particular charge belongs to?

FYI subscriptions are typically registered at the firm level, not to individual end-users’ personal accounts. If you see an FYI charge, first check internally with your finance or IT team, practice manager, or partners to see who manages the FYI subscription. If you still can’t identify it, contact FYI through their website (fyi.app) and provide the transaction date, amount, last four digits of the card, and the cardholder name so they can trace it to the correct account.

How do I contact FYI about a billing or account issue?

Go to fyi.app and use their help, support, or contact sections to raise a billing query—this may include a support portal, in-app help, or a contact form. When submitting a request, include your firm name, your role, the email address linked to the FYI account, invoice numbers (if available), and full details of the charge you’re querying. This information helps FYI’s support team locate your subscription quickly and respond with specific answers about your billing and account status.

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