MYOB reports workflow
A workflow to connect to MYOB and export the reports you need.
The problem it solves
Getting reports from MYOB clients is slow.
How it works
- Ask for MYOB reports.
- FediPilot connects and exports them.
- They are saved to the client folder.
What your practice gets
- Reports without chasing.
- Consistent exports.
- Saved to the folder.
Questions accountants ask
Which reports?
Profit and loss, balance sheet, trial balance, GST and general ledger.
Does it change MYOB?
No.
Which formats?
PDF and Excel.
Related features
Features that work alongside myob reports workflow.
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A cross-year completeness review and a client request email for an individual return.
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Run the staged tax preparation workflow for a client, from documents to workpapers for review.
VideoProfessional document workflow
Format printable letters and reports with your practice branding.
Quality review workflow
Check generated workpapers for quality before they go to review.
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.