FediPilotPractice operations from chat
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
The problem it solves
Switching to the practice system for every small admin job breaks concentration.
How it works
- Ask for a practice task in chat.
- FediPilot calls the matching FEDIX capability.
- It reports the result.
What your practice gets
- Practice work from chat.
- Your permissions apply.
- Reliable with retries.
Questions accountants ask
Does it bypass my permissions?
No. It works as you, within your role.
What can it do?
Clients, notes, tasks, email, invoices, engagement letters and more.
Are risky actions approved?
Emails and SMS that leave the firm show a confirmation card first, and are sent only after you approve.
Related features
Features that work alongside fedix capabilities in chat.
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.
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.