Folder scan workflow
Scan and categorise everything in a client folder.
The problem it solves
Starting a job without knowing what is in the folder causes misses.
How it works
- Ask FediPilot to scan the folder.
- It categorises the documents.
- Review the summary.
What your practice gets
- Know what you have.
- Categorised documents.
- A starting point for the job.
Questions accountants ask
Does it move files?
No.
Is it quick to run?
It runs as a single request.
Can it organise afterwards?
Yes, if you ask.
Related features
Features that work alongside folder scan workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Guided start
A guided workflow that asks what you need and takes you to the right next step.
Tax optimisation review
A tax optimisation review with references to ATO sources.
Tax research and advice workflow
Research contested tax questions from primary sources and draft advice for the accountant to review.
VideoXero accounting workflow
Review Xero statements and make authorised bookkeeping changes.
Xero Tax workflow
Prepare and validate a Xero Tax draft with read-back.
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.