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Research

Products and workflows, taken apart one step at a time

Each report follows a real scenario through a tool from start to finish, one step per screen. The aim is to see exactly what the software does, what it leaves to people, and what that says about how it was built.

Reports

  1. Product analysisSeptember 202621 steps · 10 min

    How FYI runs an accounting client for a year

    FYI — practice management for accounting firms

    One new client, two GST periods and one set of annual accounts, followed step by step to see exactly what a practice-management tool does — and what it leaves to Xero and the accountant.

    Open the walkthrough

Reports are written as walkthroughs rather than articles: one step per screen, with the tool’s own records, states and automations drawn alongside the explanation. Move through them with the buttons or the arrow keys; every step has its own link.