FYI Automations and Frankie the Robot

We partner with BDE Automations to install full suite best practice FYI Automations and Frankie the Robot over the course of 3 days onsite

Get the FYI Automations your firm wishes it had from day one!

You *could* reinvent the wheel. You could spend years of trial, error, half built bridges and second rate processes…..….or you could just work with myself and the BDE Automations team and get your accounting ops humming in a matter of days.
When we implement FYI Automation with clients, you get:
* A full suite of automations from Annual Accounts (and all the decision tree spin off processes), GST, Client Engagement, AML, Onboarding, Off boarding, IRD Comms, Payroll, Management Reporting etc etc etc fully built-out and ready to customise to your firm
* Pre-written templates for engagement letters, client questionnaires, reviews, spreadsheets, minutes
* All your views, filters, custom fields and bulk updates done for you!
* The option to get Frankie the Robot running, triggered from your Automation steps
* Custom advice to your firm from battle tested processes that have given crazy efficiencies to CA firms in this new modern era

Clean, documented, scalable systems.

If you’re running FYI, but haven’t got the automations firing nicely yet.
It’s the setup.
I can help. I’ll come onsite and facilitate your implementation with the hands on live help of the BDE team.

“Before working with Heidi I was was overwhelmed by all the software solutions available and had no idea how to best assess their suitability for our business. With Heidi’s help, guidance and methodical approach, we feel we have found the right solution. I would recommend Heidi to help any business to find best fit software stacks for the needs of the business.”

- Quentin Rogers, Deltar -

The FYI Automations Install Process

Step 1: Get in touch to discuss where you are at in your FYI Journey

Step 2: Book a Demo Call with myself and Jason Gluer of BDE Automations to ask questions, and have a hands on demo of what is possible

Step 3: Receive pricing and proposal

Step 4: Accept, pay deposit, book in date

Step 5: Pre Install meeting to review how things work at your firm, pre-empt any tricky scenarios and cover off all of your additional questions

Step 6: We spend three days onsite at your firm. We install all automations, templates, emails, swipe files, spreadsheets etc. We walk through in detail with you and your team - building to be customised to your workflows. We setup all conditions and filters needed to fire your automations. We test thoroughly to ensure nothing will break! We install Frankie the Robot to automate some of your manual processes [optional, no extra cost] . We train your team on filters, bulk updates, reports and any other new process that is required as a part of the install

Step 7: As items pop up that you need in this time we will support over email

Step 8: You enjoy the greater levels of productivity, visibility and profitability in your firm!