FediPilotXero & Xero Tax automation
Find a client across Xero practices
Check whether a client already exists in your Xero practice or others, and flag when the match is ambiguous.
The problem it solves
Creating a duplicate client in Xero causes confusion.
How it works
- Ask whether the client exists.
- FediPilot searches your practice and others.
- It reports matches or ambiguity.
What your practice gets
- No accidental duplicates.
- Ambiguity flagged.
- Quick answer.
Questions accountants ask
What if there are several matches?
It flags the ambiguity for you.
Does it create the client?
Only if you ask.
Which practices are searched?
Those your Xero login can access.
Related features
Features that work alongside find a client across xero practices.
Right Xero organisation, verified
FediPilot lists, opens and verifies the Xero organisation before reading or writing, so it never works in the wrong company's books.
Xero documents in and out
Download documents and attachments from Xero, and upload documents to it.
Natural typing in Xero fields
FediPilot types into Xero search-as-you-type fields the way a person does, so contacts and accounts are selected properly.
Approval before any Xero submission
Any lodge, submit, sign, declare or delete-type action in Xero shows a confirmation card and runs only if you approve.
Xero case scope
Each Xero job is bound to a client and organisation, and identity is checked before any write; closing the case ends the scope.
Practice Manager client details sync
Compare client details between FEDIX and Xero Practice Manager, copy high-confidence values across, and undo if needed.
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.