FediPilotXero & Xero Tax automation
Xero documents in and out
Download documents and attachments from Xero, and upload documents to it.
The problem it solves
Moving statements and attachments in and out of Xero by hand is tedious.
How it works
- Ask FediPilot to fetch or upload documents.
- It downloads or uploads them.
- Files are saved to the client folder.
What your practice gets
- Documents moved for you.
- Saved to the right folder.
- Stays on Xero.
Questions accountants ask
Where are downloads saved?
In the client's folder.
Can it upload?
Yes.
Does it download from other sites?
No. Downloads are from Xero only.
Related features
Features that work alongside xero documents in and out.
Natural typing in Xero fields
FediPilot types into Xero search-as-you-type fields the way a person does, so contacts and accounts are selected properly.
Approval before any Xero submission
Any lodge, submit, sign, declare or delete-type action in Xero shows a confirmation card and runs only if you approve.
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.
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.
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.