FediPilotXero & Xero Tax automation
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.
The problem it solves
A write to the wrong Xero client is unacceptable.
How it works
- Start a Xero case for a client.
- FediPilot checks identity before each write.
- Close the case when done.
What your practice gets
- No wrong-client writes.
- Checked every time.
- Clear start and end.
Questions accountants ask
What is a case?
A Xero job bound to one client and organisation.
What happens on a mismatch?
The write is blocked.
How do I end it?
Close the case.
Related features
Features that work alongside xero case scope.
Practice Manager client details sync
Compare client details between FEDIX and Xero Practice Manager, copy high-confidence values across, and undo if needed.
FediPilot operates Xero
FediPilot works in the real Xero you are signed in to, across Xero, Xero Tax and Practice Manager, reading and writing for you.
Connect to Xero once
One command opens Xero and keeps you signed in.
Read Xero pages
FediPilot opens Xero pages and reads fields, tables and links, so it sees what you see.
Run Xero reports
Run Xero reports such as profit and loss, balance sheet, trial balance and bank reconciliation with the parameters you need.
Xero Tax draft returns
Create and fill a Xero Tax return draft, add notes, save, validate and read it back, with evidence of what was entered.
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.