A property trust with a commercial unit and a house, from bank statements to the ledger and the return
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageSimple ledger workflow
A workflow for simple ledger clients: bank import, coding, GST, BAS figures and financial reports in MYLEDGER.
The problem it solves
Simple clients still need every step done consistently.
How it works
- Ask for the simple ledger workflow.
- FediPilot imports, codes and checks GST in MYLEDGER.
- Review the BAS figures and reports.
What your practice gets
- Consistent bookkeeping.
- End to end in MYLEDGER.
- Your review.
Watch it in the product
A short recording of simple ledger workflow in use.
Questions accountants ask
Does it lodge the BAS?
No. FediPilot never lodges.
Which clients suit it?
Clients with simple ledgers.
Where is the work done?
In MYLEDGER.
Related features
Features that work alongside simple ledger workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
MYOB reports workflow
A workflow to connect to MYOB and export the reports you need.
Practice BAS worklist workflow
Produce a practice-wide BAS worklist in Excel for a quarter.
Individual return request workflow
A cross-year completeness review and a client request email for an individual return.
Tax preparation workflow
Run the staged tax preparation workflow for a client, from documents to workpapers for review.
VideoProfessional document workflow
Format printable letters and reports with your practice branding.
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.