Practice Manager sync workflow
Sync client basics between FEDIX and Xero Practice Manager.
The problem it solves
Keeping client details aligned in two systems is double entry.
How it works
- Ask for the sync.
- FediPilot compares the details.
- Approve the values to copy.
What your practice gets
- Aligned details.
- Comparison first.
- Undo available.
Questions accountants ask
Which details?
Client basics.
Can I undo?
Yes.
Which direction?
From FEDIX to Xero Practice Manager for high-confidence values.
Related features
Features that work alongside practice manager sync workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Verified skill bundle
The workflow skills shipped with FediPilot are checked against a manifest, so the skills you run are the ones that were reviewed.
Accounting workflow skill
Run the full accounting workflow from engagement through to pre-lodgement review, starting at whatever stage the job is at.
VideoASIC annual review workflow
A ready-made workflow that prepares branded ASIC annual review correspondence for each company.
ATO job automation workflow
A workflow for editing the local automation that assigns ATO jobs.
Billing set-up workflow
A workflow that sets up your service catalogue, fixed fees, hourly billing and staff rates.
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.