FediPilotLearning, memory & skills
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
The problem it solves
Firms want to add or adjust their own workflows.
How it works
- Ask FediPilot to show or change a skill.
- It loads or updates the skill.
- The skill is used in future work.
What your practice gets
- Firm workflows captured.
- Official skills verified.
- Editable from chat.
Questions accountants ask
Can I write my own skill?
Yes.
Are official skills verified?
Yes.
Can I remove a skill?
Yes.
Related features
Features that work alongside workflow skills.
Accounting workflow skill
Run the full accounting workflow from engagement through to pre-lodgement review, starting at whatever stage the job is at.
VideoASIC annual review workflow
A ready-made workflow that prepares branded ASIC annual review correspondence for each company.
ATO job automation workflow
A workflow for editing the local automation that assigns ATO jobs.
Billing set-up workflow
A workflow that sets up your service catalogue, fixed fees, hourly billing and staff rates.
Document follow-up workflow
A workflow for managing evidence-backed document follow-ups for clients.
Client folder workflow
A workflow to locate, open, map or organise a client's folders.
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.