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FediPilotASIC, automations & follow-ups

Scheduled automations

Local automations with preview, enable, pause, run now and history; the first assigns ATO jobs automatically.

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The problem it solves

Routine assignment work should run by itself.

How it works

  1. Choose an automation.
  2. Preview it and enable it.
  3. Pause, run now or review its history.

What your practice gets

  • Routine work automated.
  • Preview first.
  • History kept.

Questions accountants ask

Can I pause it?

Yes.

Can I see what it did?

Yes, in history.

What does the first one do?

Assigns ATO jobs in FEDIX.

Features that work alongside scheduled automations.

Document follow-ups

Evidence-backed follow-up tasks per client for missing documents, with a list and actions.

My tasks

Your FEDIX tasks in FediPilot, with complete, waiting-for-client and snooze.

Daily brief

The first time you open FediPilot each day, one line summarises your outstanding tasks, with links to your tasks and a fuller brief.

Recurring document chasers

Recurring document follow-ups keep their schedule, history and your consent for reminders.

ASIC annual reviews

FediPilot reads ASIC annual review emails, prepares branded client packages with the original statements and sends them after your review.

ASIC company address changes

Prepare, preview and reconcile an ASIC company address change, with a progress view, and send it only after your approval.

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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