Fresh client memory
Confidence in older client memories fades daily, so stale information stops steering the AI.
The problem it solves
Old facts about a client can mislead the assistant.
How it works
- Memories are saved as you work.
- A daily sweep reduces confidence in old ones.
- Fresh information wins.
What your practice gets
- Less stale guidance.
- Automatic.
- Memories you can still inspect.
Questions accountants ask
Are memories deleted?
Their confidence decays over time.
Can I keep a memory?
Confirming it keeps it fresh.
How often does it run?
Daily.
Related features
Features that work alongside fresh client memory.
Client memory for the AI assistant
The AI assistant keeps client-specific notes between sessions, with older memories fading over time.
Stuck AI job recovery
AI coding jobs left stuck by an interrupted process are reclaimed automatically.
Temporary file clean-up
Temporary uploads and generated report PDFs are cleaned up regularly, reducing stored client information.
Daily open banking retention check
Consumer Data Right retention clean-up runs with the daily open banking refresh.
Accurate AI usage billing
AI usage is reported to Fedix billing regularly so usage-based charges are accurate.
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.