AI practice assistant
Every FediPilot feature
A desktop AI assistant for complex client preparation. It works through client documents, workpapers and supported tax software for accountant review, and never lodges.
Chat & workspace
Talk to FediPilot in plain English: ready-made workflows, readable progress, one-click approvals for anything that changes real data, files dropped straight into the chat and a simple task-first workspace.
FediPilot chat
Type a plain request in the chat and FediPilot works on it, streaming its progress, in ask, edit or agent mode.
Ready-made workflow commands
Pick a workflow from the slash-command menu, such as accounting, scan, prepare, workpapers, review, optimise, request or LodgeiT, instead of writing instructions.
Native chat experience
The chat draws streaming replies, tool steps and file changes natively, so it looks and behaves like a modern chat.
Plain-language progress
Repeated technical steps are collapsed into readable progress rows and a summary of the work done.
One-click approval for irreversible actions
Irreversible or submission-type actions, such as sending outside the firm or anything submission-related, show an approve or reject card first.
Approvals that survive a restart
Approvals still waiting for a decision come back if the window reloads.
Drop files into the chat
Drag or paste client files into the chat and FediPilot can use them, with each file handled appropriately.
Open files from the chat
File paths in FediPilot's answers become Open and Show in folder links.
Task-first workspace
A simple workspace with a chats rail, client picker, task list and linked clients, with a switch to the full editor when you need it.
Activity map
A map that shows what FediPilot is doing across systems and clients.
Reply language
Choose the language FediPilot replies in, and it keeps replying in that language.
Simple or advanced view
Technical views stay hidden by default and can be switched on for advanced users.
Light or dark appearance
Choose a light or dark appearance for the app.
Signed letters, on your terms
Turn on an opt-in switch to let FediPilot place your saved signature on letters; your signature is used only while the switch is on.
Messages kept while signed out
A message typed while you are signed out waits for you to sign in instead of being discarded.
Clear outage messages
If Fedix itself is unavailable, FediPilot says so in plain words and offers a retry, instead of a technical error.
Skills and accounts menus
Menus in the side rail list FediPilot's skills and your AI accounts, with a quick account check.
Accountant-friendly answers
FediPilot replies in plain accountant language and checks figures against sources before stating them.
Sessions & parallel work
Run several client conversations at once, each bound to its own client and year, with history, resume, background runs and a clear signal when something is waiting on you.
New client sessions
Start a new chat session, optionally bound to a client, practice and financial year.
Resume past sessions
Reopen a past session exactly as it was and carry on.
Chat history and search
Browse past conversations and search them by what was discussed.
Active sessions list
See live sessions and their state, so work waiting on you stands out.
Waiting-on-you indicator
A status bar item shows when any session is waiting on you, and hides when nothing is.
Stop or close sessions
Stop a running session cleanly, or remove it from the list.
Session names
Sessions get meaningful titles automatically, and you can rename them.
Pause the next run
Pause a session so it does not start its next run while you decide, then resume it.
Parallel chats that never cross clients
Each session knows which client and practice it owns and who runs it, so two chats on two clients never write into each other's files.
Stay signed in
FediPilot renews your Fedix sign-in in the background so you do not have to sign in every morning.
Long jobs that survive a reload
Long jobs keep running, and catch up on what you missed, when the window reconnects.
Hand over a case
Pass a client case from one session, or person, to another.
Recorded background preparation
Start a durable background preparation run, authorised through FEDIX, that records its outputs, failures and history.
Right-sized answers
Each request is routed to the right level of effort before work starts: short answers for quick questions, the full workflow for tax work.
Saved, searchable conversations
Every session's transcript is saved durably and indexed so chats survive restarts and can be searched.
Financial-year lock per session
Bind a session to a client and financial year so figures from the wrong year are never written.
Automatic recovery from interruptions
If a job is interrupted, for example by a dropped connection, FediPilot detects it and continues automatically instead of ending in an error.
Clients, practice & folders
Work on the right client every time: pick clients from your real client list, bind them to the folders where you already keep their documents, control which folders FediPilot may touch, and block writes to the wrong client.
Clients list
Your practice's real client list inside FediPilot, with search, markers for clients being worked on and per-client history.
Active client
Select the client you are working on from the status bar; everything FediPilot does is scoped to that client.
Find the client in chat
Start without a client and FediPilot finds and verifies the right one, links it to the chat, picks the financial year and finds related clients.
Switch practice in chat
Choose your active practice, or let FediPilot switch practice mid-chat and carry on.
Set up a practice
Set up a new practice from inside FediPilot.
Link clients to their folders
Link a client to the folder where you already keep their documents, locally or in OneDrive, by matching, drag and drop, with a receipt and the option to re-link.
Use the folder you already opened
When you link a client, FediPilot uses the folder you already have open for them.
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
Tidy a client folder
Ask FediPilot to find, organise and re-link a client's folder and source files.
VideoEmpty folder guidance
An empty client folder shows a prompt to drag documents in, instead of a blank pane.
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
Folder link receipt
A receipt shows exactly which client a folder was linked to.
Files and access
Grant and review exactly which folders FediPilot may read and write.
OneDrive files that really open
FediPilot makes sure files stored in OneDrive are actually downloaded before reading, so it never reads an empty placeholder.
Wrong-client write protection
Scope and identity checks block any write that would land on the wrong client.
Getting started & sign-in
From download to first job: accept the terms, sign in with your Fedix account, connect your own AI account, let FediPilot set up the computer and check every connection in one place.
Terms of use on first run
FediPilot shows its terms of use before it starts working, and asks again when they change materially.
Get Started page
A start page with the next steps for a new user and what is already done.
Sign in with your Fedix account
Sign in to FediPilot with your Fedix account using the familiar Microsoft sign-in.
Alternative sign-in
An alternative way to sign in when Microsoft sign-in is not available.
Sign out or switch account
Sign out or switch Fedix account, clearing stored credentials, for example on a shared computer.
Secure credential storage
Your Fedix sign-in is kept only in your computer's secure credential store, never in plain files.
Automatic sign-in
When your sign-in is still valid, FediPilot opens without a login screen.
Set up this computer
One guided step that checks and installs what FediPilot needs on the computer.
Accounts and connections page
One page showing every connection (Fedix, your AI account, LodgeiT, Xero, Google and MYOB) with a fix action for each.
Connection check
A quick answer to "am I connected, and as whom?" for FEDIX and MYLEDGER.
Start-of-work system check
A silent check of the services you need for a client; you only hear about it if something fails.
LodgeiT and Xero sign-in recovery
If LodgeiT or Xero drops its sign-in mid-job, FediPilot restores it from your saved login, or offers a one-click login.
Connect your AI account
A guided connection to your own Claude or ChatGPT subscription.
Predictable start-up layout
FediPilot opens with a sensible layout, and you can restore the default layout at any time.
Missing connection notice
At start-up, FediPilot tells you if a connection is missing.
AI accounts & models
FediPilot works with Claude and ChatGPT on your own subscription, picks the model, falls back to your other account when one hits a limit, and can operate on-screen apps with a backup lane if the desktop link drops.
Choose your AI and model
Choose the default AI provider, Claude or ChatGPT, and the model, from an up-to-date list.
The Claude-powered assistant
With a Claude account connected, FediPilot runs a multi-step assistant that plans, uses tools and works through the job across many turns.
ChatGPT-powered assistant
Accountants with a ChatGPT subscription can run FediPilot on it, with the same Fedix tools.
Fallback when an AI account hits its limit
If your Claude account hits a usage limit before work starts, FediPilot can retry once on your connected ChatGPT account.
Switch AI account from the chat
When an account reaches its limit, buttons under the reply let you switch to another provider or account in one click.
Your own AI subscription
Your Claude and ChatGPT credentials are stored per user and model use runs on your own subscription; there is no shared key.
No API keys to manage
Model requests can be routed through your Fedix sign-in, so you are not asked to manage provider keys on your computer.
Older sessions keep their AI provider
Sessions keep using the right provider even after provider names change.
Fedix tools in the official Claude Code and Codex apps
Launch the official Claude Code or Codex apps with Fedix tools, history and workspace resume.
Fedix jobs from the official agent apps
The official Claude Code and Codex apps can use Fedix accounting, LodgeiT, Google, client-folder and on-screen tools.
Operating on-screen apps
FediPilot can operate applications on screen, and keeps that link alive if a helper restarts, without repeating a step.
Backup browser lane
If on-screen operation cannot be restored, FediPilot continues browser work in a separate background browser.
Keeps working when something is busy
When a resource such as a browser or connection is busy, FediPilot takes another lane instead of giving up.
PDF tools
Open, organise, redact, annotate, edit and sign client PDFs inside FediPilot, and let the assistant read and prepare them, including scans.
PDF viewer
Open client PDFs inside FediPilot.
Organise PDF pages
Reorder, rotate, delete, extract, split and merge PDF pages visually before saving.
Merge and split PDFs
Plain-language commands to combine PDFs or cut them into pages.
PDF redaction
Black out information in a PDF with true redaction, so the hidden text cannot be copied back out.
PDF annotations
Highlight and add notes to PDFs for review.
Edit text in a PDF
Correct text inside a PDF in place.
Sign and stamp PDFs
Place your saved signature or an image stamp into PDFs.
Assistant PDF handling
FediPilot copies PDFs, views pages, reads targeted text and runs text recognition, the way an accountant works through a document.
Text recognition for scans
Scanned statements and bundles are split, recognised and turned into readable pages and text.
Open PDFs with FediPilot
FediPilot appears as an option when you open a PDF from your file explorer.
Spreadsheets, files & calculations
Read client spreadsheets, work with files in the folders you allow, edit Excel without breaking formulas, do exact arithmetic and render professional letters.
Spreadsheet viewer
Read client Excel and CSV files inside FediPilot, with links to cells.
File handling within allowed folders
FediPilot lists, reads, writes, moves, copies and zips files, only within the folders you have granted.
Edit Excel without breaking formulas
FediPilot reads, writes and updates spreadsheets while keeping formulas, checking links and recalculating.
Exact calculators
Calculators for amounts, depreciation, general interest charge, PAYG withholding, prepayments and expected-versus-banked comparisons, so arithmetic is exact.
VideoProfessional letters and reports
Render printable letters and reports with your practice branding and numbered footers, as PDF or Word.
Split schedules and source coverage
Split a total across periods, and check that every source file in the folder was covered.
Save email attachments
FediPilot saves email attachments into the client folder and unzips archives.
Phone photo handling
Phone photos in HEIC format are converted, and large photos reduced, before reading.
Workpapers
Structured tax workpapers built from the client's documents: change one number and everything downstream recalculates, every figure links to its source, review notes are tracked and final reports cannot go out unchecked.
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
Workpaper editor
An editable workpaper view: change a number, see the calculation refresh, and jump to the source document behind any figure.
Workpaper reports
Export the workpaper as an HTML report, a PDF bundle or Excel.
Final report check
A final report cannot be exported if the review is out of date or incomplete; drafts are always allowed.
Excel workpapers
Save, read and update an Excel version of the workpaper, mirrored from the structured data.
VideoGST reconciliation workbook
Save a GST reconciliation workbook and bring MYLEDGER BAS figures into a workpaper.
VideoCompliance checklist
A deterministic compliance checklist with questions, answers and status, at no AI cost.
Review notes
Add review notes on workpaper lines and resolve them.
Property CGT and depreciation calculations
Calculate property capital gains, net capital gain and depreciation inside the workpaper.
VideoLoss and continuity records
Record non-commercial loss determinations and prior-year continuity on a workpaper.
Source completeness check
FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.
VideoNo stale extractions
Extracted document data and research are cached with a version stamp, so re-running preparation neither redoes work nor reuses stale results.
Maintain workpapers from the interface
Add lines, bind a workpaper to a client and list workpapers from the interface as well as the chat.
Workpaper sync with FEDIX
Workpaper edits sync between your computer and FEDIX, merging changes from both sides.
Learns your workpaper habits
FediPilot records your edits and comments and recalls your habits next time.
Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
See the source of any figure
Click a number in the workpaper to open the original document it came from.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
LodgeiT automation
FediPilot operates LodgeiT for you: it signs in, fills individual, company and trust returns and BAS drafts from the workpaper, reads every field back, checks the client before each write and never lodges.
FediPilot operates LodgeiT
FediPilot drives the real LodgeiT you already use, in its own browser session, to fill and read returns for your review.
LodgeiT sign-in without typing
FediPilot signs in to LodgeiT using the password and authenticator code saved securely on your computer, so you never type them.
Several LodgeiT clients at once
FediPilot works on several clients in LodgeiT at the same time, each in its own session or tab, so cases never share a pointer.
LodgeiT connection check
FediPilot can check whether LodgeiT is signed in and reconnect when needed.
Fill individual tax returns in LodgeiT
Fill an individual return draft in LodgeiT from the workpaper (income, deductions, rentals, dividends and interest) and read it back.
VideoFill BAS in LodgeiT
Fill a BAS form in LodgeiT using the label codes and read it back.
Fill company returns in LodgeiT
Fill company tax return drafts in LodgeiT from the workpaper.
VideoFill trust returns in LodgeiT
Fill trust return drafts and trust income details, including distributions, in LodgeiT.
VideoFill LodgeiT worksheets
Find and fill the worksheets LodgeiT requires, such as rental, work expense and business schedules, and read capital gains summaries.
Read back LodgeiT returns
Read return fields, the header and the client profile back from LodgeiT to verify what is actually there.
Change one LodgeiT field
Patch a single field in a LodgeiT form, including typeahead fields, without refilling everything.
Create LodgeiT clients and returns
Create a LodgeiT client and a new return form from chat, with checks that stop duplicates of the same name.
Spouse details and refund account
Fill spouse details and the refund bank account in LodgeiT.
Export the return as PDF
Export the filled LodgeiT return as a PDF for review.
FediPilot never lodges
Any lodge, submit, sign or declare action in LodgeiT is blocked; the accountant, not the assistant, presses Lodge.
Client check before every LodgeiT write
Before writing, FediPilot reads the form's client identity and refuses to write to a form that belongs to another client.
Live LodgeiT fill progress
A live panel shows what the LodgeiT fill is doing, with a command to follow a running fill.
Check LodgeiT's estimate against the workpaper
Compare LodgeiT's calculated refund or payable with the workpaper's estimate.
Workpaper to tax return label mapping
Workpaper sections are mapped to ATO return label codes so numbers land in the correct labels.
Exactly what needs you
When an unattended login or verification step cannot continue, FediPilot shows the exact step that needs you.
Xero & Xero Tax automation
FediPilot works in the real Xero, Xero Tax and Xero Practice Manager you are signed in to: it reads pages and reports, fills tax drafts, sets up practice records and moves documents, checks the organisation before writing and never submits without your approval.
FediPilot operates Xero
FediPilot works in the real Xero you are signed in to, across Xero, Xero Tax and Practice Manager, reading and writing for you.
Connect to Xero once
One command opens Xero and keeps you signed in.
Read Xero pages
FediPilot opens Xero pages and reads fields, tables and links, so it sees what you see.
Run Xero reports
Run Xero reports such as profit and loss, balance sheet, trial balance and bank reconciliation with the parameters you need.
Xero Tax draft returns
Create and fill a Xero Tax return draft, add notes, save, validate and read it back, with evidence of what was entered.
Set up Xero Practice Manager records
Create clients, jobs and tasks in Xero Practice Manager and prepare tax forms.
Find a client across Xero practices
Check whether a client already exists in your Xero practice or others, and flag when the match is ambiguous.
Right Xero organisation, verified
FediPilot lists, opens and verifies the Xero organisation before reading or writing, so it never works in the wrong company's books.
Xero documents in and out
Download documents and attachments from Xero, and upload documents to it.
Natural typing in Xero fields
FediPilot types into Xero search-as-you-type fields the way a person does, so contacts and accounts are selected properly.
Approval before any Xero submission
Any lodge, submit, sign, declare or delete-type action in Xero shows a confirmation card and runs only if you approve.
Xero case scope
Each Xero job is bound to a client and organisation, and identity is checked before any write; closing the case ends the scope.
Practice Manager client details sync
Compare client details between FEDIX and Xero Practice Manager, copy high-confidence values across, and undo if needed.
More integrations & research
MYOB reports, Google mail and calendar, the practice diary, primary-source tax research, connection status, app updates from chat and a plan for multi-part requests.
MYOB reports
Connect to MYOB Business and download profit and loss, balance sheet, trial balance, GST or general ledger reports as PDF or Excel.
Gmail and Google Calendar
Opt in to let FediPilot search, read, draft and label Gmail and manage Google Calendar events.
Practice diary from chat
Read, create, update and cancel events on the practice calendar from chat.
Research from primary sources
FediPilot fetches ATO legal database provisions, rulings, case law and ASIC and Tax Practitioners Board pages, and lists its references, plus ATO exchange rates.
VideoUpdate from chat
Ask FediPilot whether you are up to date, and install an update from the chat.
Ask what is disconnected
FediPilot can tell you which connections are healthy and which are not.
Finds the right tool when needed
FediPilot discovers FEDIX and MYLEDGER tools on demand instead of loading them all, which keeps it quick and economical.
Plans for multi-part requests
For requests with several parts, FediPilot keeps a checklist and guards against leaving work half-done.
Practice operations from chat
Do FEDIX practice work from the FediPilot chat: notes, clients, tasks, email and SMS, invoices and quotes, engagement letters, document requests, diary blocks, deferrals and ATO prefill.
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
Create and update clients from chat
Create a client, update contact details or reassign a client to a staff member from the chat.
Tasks from chat
Create, update, assign, complete and delete tasks, set up recurring tasks and list your tasks.
Email clients with the right attachments
Draft client emails with attachments from the client's folder and send them after one approval.
See the real email before it goes
A review panel shows the exact email as it will be sent, with editable recipients, subject and body, and approves that exact version.
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat.
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
Diary time blocks
Block time in a staff member's diary for client work.
Lodgment deferrals
Record a lodgment deferral on a tax return, and list deferred returns.
ATO prefill from chat
Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.
VideoClear reasons when an action is declined
When a FEDIX authorisation is declined, FediPilot records it and explains why.
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
Bookkeeping & accounting
FediPilot works in MYLEDGER for you: ledger data and reports, AI coding, bank import safety checks, BAS worklists, year-end and GST checks, reviewer packs, crypto and a bank-statement-to-financial-reports run, with risky changes confirmed first.
MYLEDGER data in chat
Reach ledger transactions, GST and BAS information in MYLEDGER from the FediPilot chat.
VideoMYLEDGER reports as files
Get the trial balance and MYLEDGER's own reports as files from the chat.
Confirm-then-apply ledger changes
Risky ledger changes, such as locking a period, deleting transactions, asset disposals, journal changes and ledger set-up, are previewed and confirmed before they apply.
BAS packages and practice BAS worklist
Build BAS packages, a practice-wide BAS worklist in Excel, working books and BAS summaries from coded transactions.
VideoStart AI coding in MYLEDGER
Start MYLEDGER AI coding jobs and read the coding suggestions, with comments explaining the coding.
Bank import safety checks
Before importing, FediPilot screens bank rows, finds near-duplicates, checks statement completeness and period coverage and maps the bank account.
Year-end checks
Check for year-end loose ends such as cash takings, start-up costs, unpaid invoices, depreciation and changeover issues.
VideoGST checks
Check GST error corrections, credits held pending a tax invoice and BAS G1 income.
VideoReviewer pack
Build a reviewer pack for a client: a workbook with where each figure came from and how current it is.
Secure share links from chat
Create a MYLEDGER secure share link for a document.
Division 7A checks
A Division 7A decision helper and evidence for stated advances surface loan-to-shareholder issues.
VideoBank statement to financial reports
In one run, FediPilot turns a bank statement or CSV into transactions, imports them to MYLEDGER, reconciles and produces financial reports for your review.
VideoWorkpaper agrees to the ledger
Compare the workpaper with the ledger and check that totals and attributions agree before sign-off.
VideoCrypto capital gains
Normalise crypto exchange CSVs, match transfers and calculate crypto capital gains into the workpaper.
VideoEmail & document sources
FediPilot finds what the client sent: searching email, reaching cloud folders, spotting threads waiting on you, scanning folders and refusing to finish a workpaper until email and prior returns have been read.
Search and read client email
Search email, read messages, list a client's emails and download attachments, without opening Outlook.
VideoClient cloud folders
Browse, download, create folders and upload to the client's cloud storage, and list their documents and folder sources.
Who is waiting on you
Find email threads where someone is waiting on a reply from you.
Email and prior returns read first
Workpapers are held back until email and the prior-year return have been read, and a nil income figure can never quietly switch off the related checks.
Right recipients for client email
Look up the right recipients and addresses for a client email.
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
ASIC, automations & follow-ups
ASIC annual reviews and company changes, scheduled automations, document follow-ups, your task list and a daily brief.
ASIC annual reviews
FediPilot reads ASIC annual review emails, prepares branded client packages with the original statements and sends them after your review.
ASIC company address changes
Prepare, preview and reconcile an ASIC company address change, with a progress view, and send it only after your approval.
Scheduled automations
Local automations with preview, enable, pause, run now and history; the first assigns ATO jobs automatically.
Document follow-ups
Evidence-backed follow-up tasks per client for missing documents, with a list and actions.
My tasks
Your FEDIX tasks in FediPilot, with complete, waiting-for-client and snooze.
Daily brief
The first time you open FediPilot each day, one line summarises your outstanding tasks, with links to your tasks and a fuller brief.
Recurring document chasers
Recurring document follow-ups keep their schedule, history and your consent for reminders.
Voice & dictation
Dictate instead of typing, with a global shortcut, tax vocabulary, a custom dictionary and a history of recordings.
Voice input
Start and stop voice input, hold to talk or use a global shortcut, and the text goes into the chat.
VideoDictation in any app
A small background helper captures audio and the shortcut, so dictation works even when another app has focus.
VideoTranscription that knows tax terms
Speech is transcribed with accounting and tax vocabulary and inserted as polished text.
VideoCustom dictionary
A dictionary of your own words, such as client and staff names, with suggestions learned from your corrections.
Recording history and import
Keep a history of recordings, import external voice recordings to transcribe, and keep the audio even if you cancel.
Voice input tutorial
Open a short training video on voice input from the app.
VideoLearning, memory & skills
Learn what to ask, let FediPilot remember your firm's preferences and corrections, check that tax answers are researched, and add or adjust workflow skills.
Explore and learn panel
An in-app catalogue of things to ask, with draft prompts and a voice shortcut.
Practice memory
A per-practice memory FediPilot can list, read, save and delete, shared across AI providers.
Manage memory and skills
Review, edit and apply memory and skill drafts from all sources in one place.
Corrections that stick
Feedback rules are extracted from your corrections and recalled in later sessions.
Research check for tax answers
After each answer, FediPilot checks whether research was required and acts if a tax answer was not grounded in sources.
VideoWorkflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Learns your firm's usual treatments
FediPilot learns preferences such as GST treatment and workpaper habits for later work.
Memory in the official agent apps
The official Claude Code and Codex apps keep the same practice memory when used through FediPilot.
Built-in workflows
Ready-made, repeatable workflows that ship with FediPilot, so you never have to explain the procedure each time: accounting, tax preparation and review, LodgeiT and Xero Tax, ASIC, BAS, reports and more.
Accounting workflow skill
Run the full accounting workflow from engagement through to pre-lodgement review, starting at whatever stage the job is at.
VideoASIC annual review workflow
A ready-made workflow that prepares branded ASIC annual review correspondence for each company.
ATO job automation workflow
A workflow for editing the local automation that assigns ATO jobs.
Billing set-up workflow
A workflow that sets up your service catalogue, fixed fees, hourly billing and staff rates.
Document follow-up workflow
A workflow for managing evidence-backed document follow-ups for clients.
Client folder workflow
A workflow to locate, open, map or organise a client's folders.
LodgeiT workflow
A workflow that fills a return or BAS in LodgeiT and reads it back; you press Lodge.
Final review report workflow
Produce the client-facing review report only when the internal review has passed and nothing has changed since.
PDF bundle workflow
Convert workpapers into a PDF bundle.
Workpaper package workflow
Prepare or update the full workpaper package, including the Excel workpaper.
VideoSimple ledger workflow
A workflow for simple ledger clients: bank import, coding, GST, BAS figures and financial reports in MYLEDGER.
VideoMYOB reports workflow
A workflow to connect to MYOB and export the reports you need.
Practice BAS worklist workflow
Produce a practice-wide BAS worklist in Excel for a quarter.
Individual return request workflow
A cross-year completeness review and a client request email for an individual return.
Tax preparation workflow
Run the staged tax preparation workflow for a client, from documents to workpapers for review.
VideoProfessional document workflow
Format printable letters and reports with your practice branding.
Quality review workflow
Check generated workpapers for quality before they go to review.
Recurring task workflow
Manage recurring document tasks and their reminders.
Return review workflow
Review a prepared return against the source documents and produce a summary.
Folder scan workflow
Scan and categorise everything in a client folder.
Guided start
A guided workflow that asks what you need and takes you to the right next step.
Tax optimisation review
A tax optimisation review with references to ATO sources.
Tax research and advice workflow
Research contested tax questions from primary sources and draft advice for the accountant to review.
VideoXero accounting workflow
Review Xero statements and make authorised bookkeeping changes.
Xero Tax workflow
Prepare and validate a Xero Tax draft with read-back.
Practice Manager sync workflow
Sync client basics between FEDIX and Xero Practice Manager.
Verified skill bundle
The workflow skills shipped with FediPilot are checked against a manifest, so the skills you run are the ones that were reviewed.
Safety, approvals & reliability
One place decides what the AI may do. Reversible work runs freely; irreversible actions always need your click. Identifiers can be masked, untrusted content is not obeyed, claims are checked, and jobs survive network blips and updates.
One gate for every AI action
Every action FediPilot wants to take passes through one gate that decides whether it runs, asks you or is blocked.
Approval modes
Choose how much FediPilot asks before acting, from automatic to step by step; irreversible actions always ask.
Always confirm irreversible actions
Lodging, submitting, signing, declaring, sending outside the firm, payments and deleting real data always show an approval card, whatever the mode.
FediPilot cannot widen its own permissions
FediPilot is blocked from changing its own configuration and permission settings.
Identifier masking before the AI
Identifiers such as TFNs, ABNs, BSBs, card, licence and passport numbers, phone numbers and emails can be replaced with placeholders before text is sent to the AI model.
Instructions in emails are not obeyed
Text from emails and documents is treated as data, so instructions hidden in them are not followed.
No claims without evidence
Checks stop FediPilot claiming things it has not verified, such as a file being saved, a figure read back, a ledger agreeing or a field set.
Expired sign-ins renewed
If a sign-in expires during a job, FediPilot renews it once and retries, so it never mistakes an expired sign-in for "no data".
Retries for network blips
Temporary network errors are retried with increasing waits, and repeated failures pause retries, so a blip does not abort the job.
No orphaned background processes
FediPilot's background engine closes when the app closes, so nothing is left running holding a signed-in browser.
Self-managing assistant engine
FediPilot starts, restarts and cleans up its assistant engine by itself.
Updates never cut a job short
Before an update installs, running work is finished and new runs wait.
Parallel lanes when something is busy
When a resource or connection is held by another session, FediPilot takes a free lane instead of stopping.
Self-repair & feedback
FediPilot notices its own defects, reproduces and repairs them where it can, routes evidence to developers, and keeps usage and cost visible.
Self-repair
When FediPilot detects a failure, it reproduces it, prepares a fix and validates it before offering it.
Workflow repairs
When a workflow goes wrong, FediPilot can correct the workflow skill rather than needing a code change.
Defects reach developers with evidence
Code defects are packaged with what is needed to reproduce them and sent to the development team.
Feedback on or off
Turn feedback sending on or off and see what happened to your feedback.
FediPilot notices wrong numbers
Built-in consistency checks notice when figures do not add up, verify fixes and roll back a fix that makes things worse.
Content-free usage insights
FediPilot sends content-free events about which features are used, so the team knows what to improve.
AI usage per job
Track AI usage for each request and see what a client job used.
Assistant status in plain words
See in plain words whether the assistant is working properly, with the technical log behind a button.
Real failures recorded once
When a connected service genuinely fails, FediPilot records one incident, not one per retry.
The desktop app & updates
A desktop app shaped for accountants, packaged to be self-contained, with an update channel that keeps you current and installs safely.
A desktop app built for accountants
FediPilot is its own desktop app, built on a proven editor foundation and reshaped for accountants rather than developers.
Chat and approvals designed for accountants
The chat, agent workspace, approval cards, dictation and session labels are adjusted to behave the way accountants expect.
Self-contained desktop build
FediPilot is packaged as a self-contained desktop app that carries everything it needs.
Windows installer
FediPilot installs on Windows with a per-user installer that does not need administrator rights.
Update notifications
FediPilot checks for new versions and tells you when one is available, with a Check for Updates command.
Safe update installation
Updates are downloaded, verified and installed by a separate helper, with retries if something goes wrong.
Required updates
When a version is too old, FediPilot shows one card that installs the required update after you save your work.
Saved logins held by the operating system
Saved logins, such as for LodgeiT, are held in the operating system's secure store through a small helper.
See it working in your practice.
Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.