FediPilotASIC, automations & follow-ups
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.
The problem it solves
Starting the day without knowing what is outstanding wastes the morning.
How it works
- Open FediPilot in the morning.
- Read the one-line brief.
- Open your tasks or ask for a fuller brief.
What your practice gets
- Start the day informed.
- One line, not a report.
- Quick links.
Questions accountants ask
When is it shown?
On your first open each day.
Can I get more detail?
Yes, ask for a brief.
Where do tasks come from?
FEDIX.
Related features
Features that work alongside daily brief.
My tasks
Your FEDIX tasks in FediPilot, with complete, waiting-for-client and snooze.
Recurring document chasers
Recurring document follow-ups keep their schedule, history and your consent for reminders.
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.
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.