We architect ecosystems around your firm.
We select and connect the right tools around how your firm operates. After 15 years delivering tech stacks, we've learned that the right implementation matters as much as the right software - and that real value comes from platforms working together seamlessly.
Vendor-independent, by design.
FGS Advisory takes no referral fees and holds no commercial arrangements with software providers. Our recommendations are based on what will make you profitable - not us. Our job is to understand your firm, represent your interests, and help you navigate a fast-moving, opinionated space.
The platforms we know inside out.
A focused set of platforms we know inside out. Tap any partner to see how we work with them.
Cloud accounting & compliancePartner since 2011
Xero is the clear leader in cloud SME accounting*, and for firms wanting one connected compliance workflow across ledgers, tax and practice management, it's often a logical fit. Xero was our original implementation partnership - we've grown alongside them since 2011, onboarding thousands of practices across the full platform. Our support doesn't stop at go-live: we run health checks and data-integrity reviews, and tidy up set-ups that have drifted over time. *In our humble opinion.
Document & practice managementDMS & practice mgmt
FYI combines document management, practice management (Elite), automations and integrations in one highly configurable platform. For firms wanting a system built around how they work rather than a fixed workflow, it's often the right fit. We deliver the full scope of implementation - but the real value usually shows up after go-live. FYI is a canvas: powerful, but only as good as what's built on it. Our continuous-improvement support keeps firms extracting value long after the project wraps.
E-signing & document collationFuseSign & FuseDocs
FuseSign is, in our view, the easiest e-signing platform to use - for your team and for your clients. It integrates cleanly with the platforms you already have, which matters when you consider how much needs to be signed. It's a genuinely neat solution to something every firm should think carefully about. FuseDocs handles clean, consistent collations for firms that need the controls and efficiency for big jobs.
Client comms & automationFlexible & integrated
ATOMate offers an easy, well-integrated solution from a vendor we see as genuinely innovative - Omble, their newer product, is one to watch. What we like most is the flexibility: in how you choose to interact with clients, and how you choose to integrate. We can advise on both, rather than pushing you toward a single fixed setup.
Compliance workpapersWorkpapers
Disclosure: FGS Advisory's Managing Director has a shareholding in Cimplico. Cimplico was born out of a simple frustration - problems firms had weren't being solved by the broader market. It first built the machinery behind our ledger-conversion tools, and now runs Workpapers: a leading-edge, deeply integrated compliance workpapers solution that moves workpaper preparation out of Excel and into a proper system you can rely on.
Other partners we trust
Common questions
What should an accounting firm technology stack look like?+
There is no single right stack, but there is a right shape: one system of record for the client and the job, one document store, one ledger platform, and integrations that move data between them without anyone re-keying. Firms get into trouble by adding a point solution for every problem until nothing talks to anything. The question to ask of any new app is not “is it good” but “what does it replace”.
Xero Practice Manager, FYI or Karbon - which is right for our firm?+
They solve overlapping but different problems, and the honest answer depends on where the firm’s pain sits. XPM is strong on job and time management and pairs naturally with Xero. FYI is built around document management and workflow automation, and FYI Elite extends that further. Karbon leads on collaboration and email-driven workflow. We have implemented across all of them and take commission on none, so the recommendation depends on your firm.