A trading company, from bank statements to the ledger and the return
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageAccounting workflow skill
Run the full accounting workflow from engagement through to pre-lodgement review, starting at whatever stage the job is at.
The problem it solves
Explaining the end-to-end workflow to an assistant every time wastes time.
How it works
- Tell FediPilot where the job is up to.
- It runs the workflow from that stage.
- Review each stage's output.
What your practice gets
- A repeatable end-to-end procedure.
- Start at any stage.
- Stops before lodgement; you lodge.
Watch it in the product
A short recording of accounting workflow skill in use.
Questions accountants ask
Does it lodge?
No. FediPilot never lodges; the workflow ends before lodgement.
Can it start part-way?
Yes, at any stage.
Can I adapt it?
Yes. Skills can be updated for your firm.
Related features
Features that work alongside accounting workflow skill.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
ASIC 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.
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.