FediPilotXero & Xero Tax automation
Set up Xero Practice Manager records
Create clients, jobs and tasks in Xero Practice Manager and prepare tax forms.
The problem it solves
Setting up practice records in Xero Practice Manager is repetitive.
How it works
- Ask FediPilot to set up the client or job.
- It creates the records in Practice Manager.
- Review them.
What your practice gets
- Records set up for you.
- Jobs and tasks created.
- Tax forms prepared.
Questions accountants ask
Are these changes reversible?
Yes, records can be edited or removed in Practice Manager.
Can it prepare tax forms?
Yes, for your review.
Is filing gated?
Anything submission-class, such as lodging, submitting, signing, declaring, filing, sending to a client or deleting, raises a confirmation card and does not run unless you approve. Declining, timing out or an unavailable gate all mean it does not run.
Related features
Features that work alongside set up xero practice manager records.
Find a client across Xero practices
Check whether a client already exists in your Xero practice or others, and flag when the match is ambiguous.
Right Xero organisation, verified
FediPilot lists, opens and verifies the Xero organisation before reading or writing, so it never works in the wrong company's books.
Xero documents in and out
Download documents and attachments from Xero, and upload documents to it.
Natural typing in Xero fields
FediPilot types into Xero search-as-you-type fields the way a person does, so contacts and accounts are selected properly.
Approval before any Xero submission
Any lodge, submit, sign, declare or delete-type action in Xero shows a confirmation card and runs only if you approve.
Xero case scope
Each Xero job is bound to a client and organisation, and identity is checked before any write; closing the case ends the scope.
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.