Assistant actions across the practice
The assistant can reach most of the practice system (clients, ATO information, billing, email, e-signatures, tasks, KYC, calendar and org charts), so almost any action can be requested in chat.
The problem it solves
An assistant that can only answer questions, not act, saves little time.
How it works
- Ask the assistant for an outcome.
- It chooses from actions across the practice system.
- You confirm changes before they happen.
What your practice gets
- Broad reach across the practice system.
- One place to ask for work.
- The same permissions as your role.
Questions accountants ask
Which areas can it act in?
Clients, ATO information, billing, email, e-signatures, tasks, KYC, calendar, org charts and more.
Does it bypass my permissions?
No. It works within the practice's roles and permissions.
Are changes confirmed?
Actions that change data are shown on a confirmation card first. Your practice decides what the assistant can do: draft only, wait for approval, or run automatically.
Related features
Features that work alongside assistant actions across the practice.
AI Assistant chat
Ask the AI Assistant to do practice work in plain English. It works across clients, tasks, billing, email and more, with confirmation cards, file uploads and spoken replies.
Connect approved AI tools
Approved AI assistants can operate FEDIX through a secure, rate-limited connection to the same actions the built-in assistant uses.
AI quick actions
Suggested one-click actions for common requests to the assistant.
AI-guided practice setup
A guided conversation that helps set up a new practice.
Chat with practice and client data
Separate chat sessions where you can ask questions of practice and client data, choose the model and attach files.
AI writing help
Inline autocomplete that learns as you write, rewriting, reminder-template rewriting, meeting summaries and client email drafts.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
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.