FediPilotPractice operations from chat
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat.
The problem it solves
Raising an invoice or quote should not mean opening billing screens.
How it works
- Ask FediPilot to raise the invoice or quote.
- It creates it in FEDIX.
- Review and send it.
What your practice gets
- Billing from chat.
- Time entries too.
- Review before sending.
Questions accountants ask
Does sending an invoice need approval?
Sending to the client leaves the firm, so it needs approval.
Can it record time?
Yes.
Can it find invoices?
Yes.
Related features
Features that work alongside invoices and quotes from chat.
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
Diary time blocks
Block time in a staff member's diary for client work.
Lodgment deferrals
Record a lodgment deferral on a tax return, and list deferred returns.
ATO prefill from chat
Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.
VideoClear reasons when an action is declined
When a FEDIX authorisation is declined, FediPilot records it and explains why.
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.