Suggested jobs inbox
Review jobs the AI suggests from things like email and ATO information, and accept or dismiss them one at a time or in bulk.
The problem it solves
Work that should exist, such as a reply a client is waiting for or an obligation coming up, is easy to forget.
How it works
- Fedix proposes jobs in the suggestions inbox.
- Review each suggestion.
- Accept it to create the job, or dismiss it, individually or in bulk.
What your practice gets
- Fewer forgotten jobs.
- Nothing is created without your approval.
- Settings to tune what is suggested.
Questions accountants ask
Are suggested jobs created automatically?
No. They wait in the inbox until someone accepts them.
Where do suggestions come from?
From sources such as email and ATO information.
Can I accept several at once?
Yes. Accept or dismiss in bulk.
Related features
Features that work alongside suggested jobs inbox.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoAI email assistant
AI drafts replies, summarises long threads, suggests quick replies, pulls out tasks and builds document checklists from email, all for you to review before anything is sent.
Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
BAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
Overdue work digest
A regular digest of overdue and stalled jobs, delivered by email or in-app notification according to each person's preference.
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.