FediPilotSpreadsheets, files & calculations
File handling within allowed folders
FediPilot lists, reads, writes, moves, copies and zips files, only within the folders you have granted.
The problem it solves
An assistant needs to work with files, but only where you allow.
How it works
- Grant access to the client folders.
- Ask FediPilot to file or read documents.
- It works only inside those folders.
What your practice gets
- Files handled for you.
- Within your grants.
- No broad access.
Questions accountants ask
Can it delete files?
Permanent deletion of real data needs your confirmation.
Can it access other folders?
No. Only granted folders.
Can it zip files?
Yes.
Related features
Features that work alongside file handling within allowed folders.
Edit Excel without breaking formulas
FediPilot reads, writes and updates spreadsheets while keeping formulas, checking links and recalculating.
Exact calculators
Calculators for amounts, depreciation, general interest charge, PAYG withholding, prepayments and expected-versus-banked comparisons, so arithmetic is exact.
VideoProfessional letters and reports
Render printable letters and reports with your practice branding and numbered footers, as PDF or Word.
Split schedules and source coverage
Split a total across periods, and check that every source file in the folder was covered.
Save email attachments
FediPilot saves email attachments into the client folder and unzips archives.
Phone photo handling
Phone photos in HEIC format are converted, and large photos reduced, before reading.
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.