Xero accounting workflow
Review Xero statements and make authorised bookkeeping changes.
The problem it solves
Reviewing Xero clients' books needs a consistent procedure.
How it works
- Ask for the Xero accounting review.
- FediPilot reviews the statements.
- Authorise any bookkeeping changes.
What your practice gets
- Consistent review.
- Authorised changes only.
- Xero clients covered.
Questions accountants ask
Are changes made without asking?
Changes follow your authorisation.
Which data?
Xero statements and records.
Does it lodge?
No.
Related features
Features that work alongside xero accounting workflow.
Workflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Xero Tax workflow
Prepare and validate a Xero Tax draft with read-back.
Practice Manager sync workflow
Sync client basics between FEDIX and Xero Practice Manager.
Verified skill bundle
The workflow skills shipped with FediPilot are checked against a manifest, so the skills you run are the ones that were reviewed.
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.
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.