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FediPilotPractice operations from chat

Clear reasons when an action is declined

When a FEDIX authorisation is declined, FediPilot records it and explains why.

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The problem it solves

A refused action with no explanation is confusing.

How it works

  1. An action is declined.
  2. FediPilot records the decision.
  3. It explains why in plain words.

What your practice gets

  • Understand refusals.
  • Decisions recorded.
  • Clear next steps.

Questions accountants ask

Why might an action be declined?

For example, you declined the approval or lack permission.

Is it recorded?

Yes.

Can I retry?

Yes, if appropriate.

Features that work alongside clear reasons when an action is declined.

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.

FEDIX capabilities in chat

FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.

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.

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