ATO Benchmark Analysis
Compare your clients' financials against published ATO small business benchmarks in seconds. AI-assisted account classification, benchmark variance flags, and one-click comparison reports - built for Australian accountants. You add the analysis and the conclusions.
What ATO Benchmarks does
AI Account Classification
AI-assisted mapping of your chart of accounts to ATO benchmark categories. Works with any accounting structure - review the mapping and adjust it before you rely on it.
Industry Benchmark Comparison
Compare client ratios against published ATO small business benchmarks by ANZSIC industry. See where a client sits relative to the published ranges.
Benchmark Variance Flags
Flags where a client's ratios sit outside the published ATO benchmark ranges for their industry. Fedix does not assess audit risk and does not advise on your client's tax position - the variance is information for your professional judgement.
Multi-Year Trend Analysis
Track how client ratios move year-over-year against the published benchmark ranges. You interpret the movement and decide what, if anything, it means.
One-Click PDF Reports
Generate a professional benchmark comparison report with a single click. Add your own analysis and conclusions before sharing it with the client - the advice is yours.
Industry Suggestion
AI analyses transaction patterns to suggest a likely ANZSIC industry code. You confirm or change the selection before the comparison is run.
How it works
Select a Client
Choose any client from your MyLedger dashboard. Their financial data is loaded from your reconciled transactions.
AI Drafts the Account Mapping
AI maps your chart of accounts to the ATO benchmark categories. Review and adjust the mapping - the AI learns from your corrections.
Choose Industry & Period
Select the ANZSIC industry, or accept the suggestion made from transaction data. Pick the financial year to analyse.
Review Results & Export
See the benchmark comparison with colour-coded variance indicators. Export a PDF, add your own analysis, and share it with the client.
Outcomes you'll see
Compared against published ATO benchmark ranges
To run a benchmark comparison (not hours)
Variances are information; the conclusion is yours
Fedix is not affiliated with, endorsed by, or approved by the Australian Taxation Office. Benchmark ranges are sourced from the ATO's published small business benchmarks. Fedix does not provide tax advice - benchmark variances are presented for the professional judgement of the registered practitioner using the software.