MYLEDGERAI Copilot & automation
Copilot workflows
Multi-step workflows the Copilot runs as one request, such as BAS summaries, AI coding and review, comments, CSV and file import, financial statements, GST checks, management reports, share links and tax checklist emails.
The problem it solves
Multi-step jobs should not need a dozen separate instructions.
How it works
- Ask for the workflow, for example a GST check.
- The Copilot runs the steps.
- Review the result and confirm any changes.
What your practice gets
- Whole workflows in one request.
- Consistent steps.
- Your review at the end.
Questions accountants ask
Which workflows are available?
BAS summaries, AI coding and review, comments, CSV and file import, financial statements, GST checks, management reports, share links and tax checklist emails.
Do workflows lodge anything?
No. Fedix does not lodge.
Can I stop a workflow?
Yes.
Related features
Features that work alongside copilot workflows.
Copilot actions across MYLEDGER
The Copilot can work across reconciliation, reports, data, compliance, communication, e-signature, Xero, checklists and memory, and undo, finding the right action as it goes.
Approval before AI changes
Changes requested by the Copilot or a connected assistant wait for a person to approve or reject them.
Connect FediPilot to MYLEDGER
FediPilot and other approved Fedix assistants can operate MYLEDGER through the same actions as the Copilot.
Desktop device approval
The FediPilot desktop app is registered as a device and calls only approved actions, with approval challenges where needed.
Preview-then-commit posting
AI-prepared transactions, bank imports, tax recalculations and duplicate fixes are previewed before they are committed, and can be undone.
Show me how
Ask the Copilot to show you where to click, with tutorial screenshots and guides.
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.