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FediPilotBookkeeping & accounting

Reviewer pack

Build a reviewer pack for a client: a workbook with where each figure came from and how current it is.

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The problem it solves

Reviewers need a single pack showing figures and their sources.

How it works

  1. Ask for the pack.
  2. FediPilot builds the workbook.
  3. Hand it to the reviewer.

What your practice gets

  • One pack for review.
  • Sources shown.
  • Freshness shown.

Questions accountants ask

What is in the pack?

A workbook with figures, sources and freshness.

Who is it for?

The reviewing accountant.

Can I edit it?

Yes, it is a workbook.

Features that work alongside reviewer pack.

Secure share links from chat

Create a MYLEDGER secure share link for a document.

Division 7A checks

A Division 7A decision helper and evidence for stated advances surface loan-to-shareholder issues.

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Bank statement to financial reports

In one run, FediPilot turns a bank statement or CSV into transactions, imports them to MYLEDGER, reconciles and produces financial reports for your review.

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Workpaper agrees to the ledger

Compare the workpaper with the ledger and check that totals and attributions agree before sign-off.

Video

Crypto capital gains

Normalise crypto exchange CSVs, match transfers and calculate crypto capital gains into the workpaper.

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MYLEDGER data in chat

Reach ledger transactions, GST and BAS information in MYLEDGER from the FediPilot chat.

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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.

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