Cimplico

FYI Integration Explained

Setting up the FYI Integration

Onboarding your firm from FYI

Linking a workpaper to an FYI job

Using FYI files within Cimplico Workpapers

Marco Fiumara

Hannah Olsson

Can I automatically file an exported workpaper to FYI?

Can I change a group’s FYI mapping?

Can I change an entity's FYI mapping?

How do I disconnect an FYI entity from a Cimplico entity?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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