frankie helps accounting firms move faster without adding headcount
Better margins, smoother workflows, and a firm that scales without burning people out
Accountant time reduced by
20–25%
Partner and reviewer time reduced by
30-40%
Accountant time reduced by
20–25%
Partner and reviewer time reduced by
30-40%
Today’s technology offers a huge efficiency advantage, but many firms are still operating as if nothing has changed.
Instead of rethinking how work gets done, they’re layering new tools onto old processes. The result?
Work still slows down due to:
The impact goes beyond inefficiency, it limits how the firm can grow.
Firms that embrace technology properly aren’t just doing the same work faster. They’re fundamentally changing how their business operates, reducing manual effort, improving consistency, and unlocking the capacity to scale.
frankie brings together best-practice automation, embedded robotic and agentic processes, and integrated AI to fundamentally transform how accounting work gets done.
By embedding workflows, task execution, and every related process directly into your FYI system, frankie ensures work runs seamlessly, without relying on manual intervention or individual oversight.
Our robotic, AI and agentic workflows are embedded directly within FYI, eliminating the need for your team to switch between multiple platforms. FYI remains their central workspace, bringing simplicity, consistency and efficiency to your accounting operations.
Instead of depending on your team to fill process gaps, your firm operates with robust, battle-tested workflows from day one, setting every team member up for success and creating a foundation for scalable growth.
Rock‑solid workflows, built directly into FYI
The repetitive work done for you
Review-ready year-end compliance, delivered agentically
Typing, drafting, and admin handled intelligently
frankie integrates seamlessly with FYI, bringing together automation, embedded robotic and agentic processes, and AI within the platform your team already uses.
By streamlining compliance, admin, and workflow-heavy services, the frankie suite reduces manual handling, eliminates duplication, takes care of the time-consuming processing and drives consistency across your firm.
frankie is available to firms in New Zealand and Australia using FYI. If you're not on FYI yet, frankie can support your transition with best practice setup and structure and connect you with trusted migration partners.
Once installed, frankie AI becomes part of your daily workflow, with prompts refined and improved over time.
Once installed, frankie Robot runs automatically whenever the process is triggered in FYI.
frankie reviews GST transactions and flags:
This gives fast feedback on accuracy and highlights where additional training or support is needed.
frankie performs a partner‑level review by:
The output is a clear list of review points for accountants to fix, meaning the final partner review takes minutes, not hours, and becomes a powerful training tool.
FYI is a leading practice management platform designed specifically for accounting firms. It brings jobs, documents, tasks, workflow, and communication into one connected system, giving firms clear visibility and control over how work moves through the practice.
frankie operates exclusively inside FYI because we believe it is the strongest practice management platform on the NZ and Australian market.
By partnering with FYI, frankie removes the need for accountants to jump between multiple software applications to get work done. Instead, there is one central, connected hub where workflows are run, tracked, and completed.
Heidi leads frankie in New Zealand, working with firms to embed best‑practice processes, automation, and AI into their day‑to‑day operations.
With a background spanning bookkeeping, operations consulting, and large‑scale software implementations, Heidi brings a deep understanding of how people, process, and technology need to work together. She has spent years helping professional service firms simplify complexity and improve how work flows across teams.
Heidi is focused on real‑world impact, making work smoother, faster, and more consistent for accountants, partners, and their clients.
Adam leads frankie’s Australian operations, bringing deep practice management and product expertise to firms adopting automation at scale.
A former Chartered Accountant, Adam has worked extensively inside the accounting tech ecosystem, including leading major firm migrations to XPM and FYI, and holding senior product roles at FYI across Elite, FYI AI, and Collaborate. He has worked hands‑on with firms across Australia, New Zealand, and the UK to maximise the value of their systems.
Adam bridges the gap between product, process, and practice, ensuring frankie delivers practical improvements that accountants feel every day.
Jason leads sales and growth at frankie, working closely with accounting firms to help them unlock capacity through automation, robotics, and AI.
With a background spanning the military, large‑scale operations, and technology‑led innovation, Jason brings a practical, results‑driven approach to scaling businesses. He has led high‑volume operations, driven transformation across complex environments, and played a key role in rolling out advanced AI solutions across firms in New Zealand and Australia.
Jason focuses on turning technology into real, measurable outcomes, helping firms move faster, reduce pressure on their teams, and grow without adding headcount.
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