FediPilotXero & Xero Tax automation
Practice Manager client details sync
Compare client details between FEDIX and Xero Practice Manager, copy high-confidence values across, and undo if needed.
The problem it solves
Keeping client details the same in two practice systems means double entry.
How it works
- Compare a client's details.
- Copy high-confidence values from FEDIX.
- Undo if something is wrong.
What your practice gets
- Matching details.
- No double entry.
- Undo available.
Questions accountants ask
Which values are copied?
High-confidence values from FEDIX.
Can I undo?
Yes.
Can I review first?
Yes, compare before syncing.
Related features
Features that work alongside practice manager client details sync.
FediPilot operates Xero
FediPilot works in the real Xero you are signed in to, across Xero, Xero Tax and Practice Manager, reading and writing for you.
Connect to Xero once
One command opens Xero and keeps you signed in.
Read Xero pages
FediPilot opens Xero pages and reads fields, tables and links, so it sees what you see.
Run Xero reports
Run Xero reports such as profit and loss, balance sheet, trial balance and bank reconciliation with the parameters you need.
Xero Tax draft returns
Create and fill a Xero Tax return draft, add notes, save, validate and read it back, with evidence of what was entered.
Set up Xero Practice Manager records
Create clients, jobs and tasks in Xero Practice Manager and prepare tax forms.
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.