FYIsoft
fyisoft.comBuild and distribute financial reports across entities and accounting systems
Build and distribute financial reports across entities and accounting systems
AI-first customer support suite with a shared inbox, chat widget, and AI agents.
AI that delivers real work for your customers on top of your product.
Connect WhatsApp numbers to your CRM and manage chats in one shared inbox
Open source CRM with custom objects, views and workflows
AI voice agents that answer calls across voice, chat, SMS, and API
Voice AI employees that make calls, qualify leads, and book appointments
AI CRM for managing customer relationships and sales
Integrated accounting with purchasing, stock and project records
Capture employee receipts and route claims through company approvals
CRM workflows connecting lead qualification, quotes, and invoices
AI voice agents for inbound and outbound business calls, with WhatsApp follow-up and CRM sync.
AI notetaker that records, transcribes and summarizes meetings.
AI sales agent that finds leads and books meetings
Follow a purchase from request and approval to payment and reconciliation
Marketing, sales, and customer service software on one platform
Privacy-first AI assistant for financial advisors that takes notes, preps meetings, and updates client records.
Sales CRM with account history, opportunity tracking and configurable automation
AI agents that extract, validate and route business documents
Connect supplier purchase orders with receiving and inventory operations
AI agents that run business processes from documents and rules
Prioritize account lists while separating data credits from predictive scores
AI trade compliance platform for HTS classification and tariff monitoring