FediPilot AI practice assistant
Practice operations from chat
Do FEDIX practice work from the FediPilot chat: notes, clients, tasks, email and SMS, invoices and quotes, engagement letters, document requests, diary blocks, deferrals and ATO prefill.
Who it is for
Accountants who want to run routine practice admin by asking, not clicking.
Features in Practice operations from chat
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
Create and update clients from chat
Create a client, update contact details or reassign a client to a staff member from the chat.
Tasks from chat
Create, update, assign, complete and delete tasks, set up recurring tasks and list your tasks.
Email clients with the right attachments
Draft client emails with attachments from the client's folder and send them after one approval.
See the real email before it goes
A review panel shows the exact email as it will be sent, with editable recipients, subject and body, and approves that exact version.
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile 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.
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
More from FediPilot
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.