FediPilot AI practice assistant
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.
Who it is for
Accountants and tax agents who want consistent, repeatable procedures run for them.
Features in Built-in workflows
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.
More from FediPilot
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.