INTEGRATION
FID Manager
Connect your FID-Manager practice-management environment so Dytto can read client files, ownership structures, mandates, and documents, then act on them inside your accounting and advisory workflows.
Dytto reads the live record straight from FID Manager and can act on it, so the work happens right where you already are.
Client master data
Read the authoritative client record: legal form, VAT and enterprise numbers, language, legal address, and labels, straight from FID.
Shareholders & UBOs
See the full ownership structure, including usufruct and bare-ownership splits, voting rights, and ultimate beneficial owners with their basis of control.
Mandates & relations
Surface directors, representatives, and mandate types per client, with start and end dates, resolved from the company record.
Documents on demand
Browse a client’s document metadata and pull a specific file straight into the chat the moment you need it.
Upload to a client file
Push a chat attachment into the right FID client file, using the firm’s own document-type mapping, with an approval step before anything is written.
Always in sync
FID clients are mirrored into Dytto every night, so you can find and filter clients fast, then read the live record whenever it matters.
HOW IT WORKS
From a question to the right client record
Identify the client
Dytto matches the client you mean by name, VAT, or enterprise number, and resolves the exact FID record.
Read the live record
It reads master data, ownership, mandates, and document metadata directly from FID Manager.
Act with approval
Reads run automatically; the single write, uploading a document into a client file, always asks first.
GET CONNECTED
Connect FID Manager in a few minutes
You only need your FID-Manager environment URL and your login, nothing to install.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose FID Manager.
2
Add your environment URL
Paste the FID-Manager URL your firm uses, the one FID emailed you, like yourfirm.fid-manager.be.
3
Sign in to your tenant
Enter your FID-Manager login and password. Dytto validates them against your tenant and starts syncing clients and master data.
Bring FID Manager into your workflows
Connect your FID-Manager environment once, then ask Dytto about any client, dossier, or document.