Firm360 vs FYI

Firm3609.0Visit FYI8.7Visit

Higher score Firm360 #4 in Accounting Practice Management Software 9.0/10 Paid ✓ 7 of 7 features Visit Firm360

vs

FYI #7 in Accounting Practice Management Software 8.7/10 30-day trial Free trial✓ 7 of 7 features Visit FYI

• Firm360 fits best

  Firms needing comprehensive workflow and billing

• FYI fits best

  Microsoft-centric firms managing documents and email

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Side by side

Feature	Firm360 9.0/10 Visit ↗	FYI 8.7/10 Visit ↗
At a glance
Editor score	9.0	8.7
Ranking	#4 in Accounting Practice Management Software	#7 in Accounting Practice Management Software
Best for	Firms needing comprehensive workflow and billing	Microsoft-centric firms managing documents and email
Pricing model	Paid	Paid
Starting price	—	—
Free plan	—	—
Free trial	—	30 days
Deployment	Cloud	Cloud
Platforms	Web	Web
Integrations	14 integrations	19 integrations
Features Firm360 7/7 · FYI 7/7
Client portal	✓	✓
Workflow automation	✓	✓
Time tracking	✓	✓
Billing and invoicing	✓	✓
Document management	✓	✓
Deadline tracking	✓	✓
Staff capacity planning	✓	✓
Our review
Pros	Combines workflow, billing, documents, portals, deadlines, and capacity planning Supports recurring projects and automated task and status transitions Connects with major tax, accounting, payment, office, and automation tools	Deep Microsoft 365, practice-management, and document integrations Combines client workspaces, workflows, jobs, time, billing, and reporting Secure portal, co-editing, and AI-assisted filing and task creation
Cons	Available on the web only Basic excludes project management and advanced reporting Standard and Premium require a three-user minimum	Web-only platform with no free plan Global pricing requires a minimum of five users AI features are in staged rollout or beta
Our verdict	Firm360 is cloud-based practice management software for CPA and accounting firms that want operational, client, and billing workflows in one web platform. Its scope includes project and workflow management, recurring projects, client… Read the review →	FYI is a cloud-based platform for accounting practices that brings document management, client workspaces, job and task management, workflow automation, time management, billing, and practice reporting into one system. It is aimed at firms… Read the review →

Strengths and trade-offs

• Firm360 — where it wins

  • Combines workflow, billing, documents, portals, deadlines, and capacity planning
  • Supports recurring projects and automated task and status transitions
  • Connects with major tax, accounting, payment, office, and automation tools

  Where it doesn't

  • Available on the web only
  • Basic excludes project management and advanced reporting
  • Standard and Premium require a three-user minimum

• FYI — where it wins

  • Deep Microsoft 365, practice-management, and document integrations
  • Combines client workspaces, workflows, jobs, time, billing, and reporting
  • Secure portal, co-editing, and AI-assisted filing and task creation

  Where it doesn't

  • Web-only platform with no free plan
  • Global pricing requires a minimum of five users
  • AI features are in staged rollout or beta

• Firm3609.0/10 · Paid

  A broad accounting practice platform covering workflow, clients, documents, billing, and deadlines.

  Visit Firm360Full verdict →
• FYI8.7/10 · 30-day trial

  A Microsoft-focused practice hub with documents, workflows, jobs, billing, and AI features.

  Visit FYIFull verdict →