FediPilotSpreadsheets, files & calculations
Professional letters and reports
Render printable letters and reports with your practice branding and numbered footers, as PDF or Word.
The problem it solves
Client letters should look like they came from the firm.
How it works
- Ask FediPilot for a letter or report.
- It renders it with your branding.
- Review and save as PDF or Word.
What your practice gets
- Firm-branded documents.
- PDF or Word.
- Consistent layout.
Questions accountants ask
Does it use my branding?
Yes.
Which formats?
PDF and Word.
Is the letter sent automatically?
Sending outside the firm needs your confirmation.
Related features
Features that work alongside professional letters and reports.
Split schedules and source coverage
Split a total across periods, and check that every source file in the folder was covered.
Save email attachments
FediPilot saves email attachments into the client folder and unzips archives.
Phone photo handling
Phone photos in HEIC format are converted, and large photos reduced, before reading.
Spreadsheet viewer
Read client Excel and CSV files inside FediPilot, with links to cells.
File handling within allowed folders
FediPilot lists, reads, writes, moves, copies and zips files, only within the folders you have granted.
Edit Excel without breaking formulas
FediPilot reads, writes and updates spreadsheets while keeping formulas, checking links and recalculating.
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.