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FEDIXDashboard, reports & analytics

Proactive insights

Regular checks surface what needs attention, such as overdue tasks, unbilled time and unpaid invoices, as insights you can dismiss or snooze.

The problem it solves

Problems are noticed only when someone goes looking.

How it works

  1. Fedix checks your practice data regularly.
  2. Insights appear for things that need attention.
  3. Act on them, dismiss them or snooze them.

What your practice gets

  • The system points to what needs attention.
  • Snooze what can wait.
  • Covers work, time and money.

Questions accountants ask

What does it look for?

Things like overdue tasks, unbilled time and unpaid invoices.

Can I snooze an insight?

Yes, or dismiss it.

How often are checks run?

Regularly throughout the day.

Features that work alongside proactive insights.

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.