Turn a pile of client receipts and statements into a working paper

Give the assistant the client's documents for the right entity and year and it can organise them into working papers: rental schedules, investment and capital gains records, depreciation and reconciliations, with the source evidence attached and the gaps listed. FediPilot does this from the client folder, and you review the result rather than start from a blank spreadsheet.

From a folder to a schedule

Bank statements, rental statements, investment records and last year's return are read and sorted into schedules. Calculations stay connected to the source figure they came from.

Open items, not guesses

Missing records and figures that disagree are shown as open items. They are not filled with an invented number.

Your own Excel workpaper

If you keep your own workpaper, ask the assistant to update it and then check the changes against the source before you rely on them. Do the same with any tool: a general chat assistant that rewrites a spreadsheet can overwrite formulas, so keep a copy first.

Common questions

My clients email me a pile of receipts and statements every year. Is there anything that sorts that into a workpaper automatically?

FediPilot reads the client documents and prepares the working papers for your review, with missing records listed as open items.

Is there an AI that can read my client files and get the tax return started?

FediPilot works from the client folder and prepares the working papers that feed the return, with the evidence and open items visible for your review.

I asked ChatGPT to update a client's Excel workpaper and it broke formulas. Is there something better?

Any tool can overwrite formulas, so keep a copy and compare the result with the source. FediPilot prepares working papers from the client documents for your review rather than leaving you to trust a pasted result.