FYI Elite.
Document management for accounting practices
| Status | Connected |
| Tier | Medium integration |
| Refresh | Nightly |
| Ask EVA | Not yet |
What lands from FYI Elite.
What it changes.
How is document security maintained?
All document data is encrypted and only metadata is used for analytics, ensuring full compliance with privacy regulations.
Can I track client portal usage?
Yes, our integration tracks client portal engagement, document downloads, and collaboration activities.
What FYI Elite plans are supported?
We support all FYI Elite plans that include API access, typically Professional and Enterprise editions.
The same guarantees, whichever system it is.
It only ever reads
Nothing is written back to your system. Changing something elsewhere is what Action MCPs do, and they are a separate, deliberate choice.
It refreshes overnight
With a midday refresh on higher plans, and an on-demand refresh whenever you want one.
It lands rows, not summaries
The underlying records, which is what makes a figure joinable to a different system later.
It is maintained
Written against a specific API that will change without warning. When a vendor ships a breaking change, that is our problem.
What FYI Elite gets used for.
One system answers questions about itself.
Two answer questions neither can. FYI Elite next to your ledger is where the interesting questions start, because one of them says what happened and the other says why.
FYI Elite, answered.
Does VibeCFO integrate with FYI Elite?
Yes. FYI Elite connects to VibeCFO and its data lands in your own database, where it can be reported on, trended and joined to your other systems.
What can I do with FYI Elite data in VibeCFO?
Ask questions of it in plain English, build reports that combine it with your accounting ledger and other operational systems, and put a Pulse on any figure so you are told when it moves.
Can I join FYI Elite to my accounting system?
Yes, and that is usually the reason people connect it. Two systems in one warehouse answer questions neither could answer alone - your ledger says what happened, the operational system says why.
Where does my FYI Elite data go?
Into a database in your own region that belongs to you, not a shared tenancy. It is never used to train any model, ours or anyone else's, and it is removed entirely if you leave.
Connect FYI Elite and something else.
Your ledger and one operational system already answer questions neither could answer alone.