A nine-entity client group
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
The problem it solves
Keying documents into a workpaper by hand is slow.
How it works
- FediPilot extracts and classifies the client's documents.
- It builds the workpaper from that data.
- Review and adjust it.
What your practice gets
- A first workpaper from documents.
- Classified data.
- Your review.
Watch it in the product
Short recordings of workpapers from client documents in use.
A company year end from bank exports and invoices
Recorded with a fictional client. Nothing was sent or lodged.
Open the video pageQuestions accountants ask
Is the workpaper final?
No. It is prepared for your review.
Which documents are used?
The client's source documents in their folder and email.
Can I edit it?
Yes.
Related features
Features that work alongside workpapers from client documents.
Workpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
Workpaper editor
An editable workpaper view: change a number, see the calculation refresh, and jump to the source document behind any figure.
Workpaper reports
Export the workpaper as an HTML report, a PDF bundle or Excel.
Final report check
A final report cannot be exported if the review is out of date or incomplete; drafts are always allowed.
Excel workpapers
Save, read and update an Excel version of the workpaper, mirrored from the structured data.
VideoSee 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.