FediPilot AI practice assistant
Sessions & parallel work
Run several client conversations at once, each bound to its own client and year, with history, resume, background runs and a clear signal when something is waiting on you.
Who it is for
Accountants juggling many clients who want FediPilot working on several at once.
Features in Sessions & parallel work
New client sessions
Start a new chat session, optionally bound to a client, practice and financial year.
Resume past sessions
Reopen a past session exactly as it was and carry on.
Chat history and search
Browse past conversations and search them by what was discussed.
Active sessions list
See live sessions and their state, so work waiting on you stands out.
Waiting-on-you indicator
A status bar item shows when any session is waiting on you, and hides when nothing is.
Stop or close sessions
Stop a running session cleanly, or remove it from the list.
Session names
Sessions get meaningful titles automatically, and you can rename them.
Pause the next run
Pause a session so it does not start its next run while you decide, then resume it.
Parallel chats that never cross clients
Each session knows which client and practice it owns and who runs it, so two chats on two clients never write into each other's files.
Stay signed in
FediPilot renews your Fedix sign-in in the background so you do not have to sign in every morning.
Long jobs that survive a reload
Long jobs keep running, and catch up on what you missed, when the window reconnects.
Hand over a case
Pass a client case from one session, or person, to another.
Recorded background preparation
Start a durable background preparation run, authorised through FEDIX, that records its outputs, failures and history.
Right-sized answers
Each request is routed to the right level of effort before work starts: short answers for quick questions, the full workflow for tax work.
Saved, searchable conversations
Every session's transcript is saved durably and indexed so chats survive restarts and can be searched.
Financial-year lock per session
Bind a session to a client and financial year so figures from the wrong year are never written.
Automatic recovery from interruptions
If a job is interrupted, for example by a dropped connection, FediPilot detects it and continues automatically instead of ending in an error.
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.