Feature directory
Every Fedix feature, in one place.
737 live features across practice management, accounting preparation and AI-assisted preparation. Search for the task in front of you, then open the feature to see how it works.
737 features
FEDIX
Practice management
Clients & contacts
Client list and search
Find any client in the practice by name, reference or TFN from one searchable, filterable and sortable list.
VideoClient workspace
One page per client, with tabs for summary, profile, services, relationships, ATO information, identity, compliance, tasks, notes, time, billing and activity.
VideoCreate and maintain client records
Add, update and remove client records, including bulk removal and lodgment-reminder settings, so the client book stays accurate.
VideoMerge duplicate clients
Combine two records for the same client into one and keep the related history attached.
Client reference codes
Generate and check practice-unique client reference codes so every client gets a consistent code without clashes.
Client import and LodgeiT export
Bring a legacy client book in from CSV, and export the list of returns awaiting lodgement in a format LodgeiT can take in.
Client addresses
Keep postal, residential and business addresses separately on each client record.
Client relationships
Record who is related to whom (spouse, director, trustee, beneficiary and more) using relationship types your practice defines.
VideoContact and email preferences
Record each contact's email opt-in and preferred channels, with unsubscribe links that respect their choice.
Client notes
Capture calls, decisions and advice as rich notes on the client file, with autosaved drafts the whole team can see.
VideoAppointment notes with client sign-off
Record meeting notes against the client, export them to PDF and send them to the client for e-signature.
VideoAI client memory
Keep the facts the AI assistant learns about a client and about your practice, and let staff review and manage them.
VideoSignatory resolution
Work out who signs for a client entity (director, trustee or partner) so documents go to the right person.
Client cloud folders
Link each client to their OneDrive, SharePoint or Dropbox folder, match folders automatically, create a folder structure and keep it in sync.
VideoMultiple folder sources per client
Attach more than one cloud folder to a client, choose the primary one, and sync or push documents to it.
Outstanding lodgements per client
See every outstanding lodgement for a client across years in one list.
Client cover pages
Generate a branded cover page for a client pack in your practice style.
Identify the client from a document
Upload an unlabelled document and Fedix suggests which client it belongs to, for you to confirm.
Document classification preview
Preview how AI would classify a document into the client's document structure before it is filed.
Client tax timeline
Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.
Invite clients to the portal
Send a client portal invitation by email (with a preview) or by SMS.
Client payment status badges
See each client's payment and overdue status as a badge on the client list.
Client groups & org charts
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoGroup health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
Engagement, onboarding & intake
Engagement letters by secure link
Send engagement letters through a password-protected link, track their status, keep the signed PDF and send in bulk.
VideoAnnual re-engagement
Send yearly re-engagement letters where clients verify their identity, then confirm their details and the scope of work.
VideoEngagement co-signing
Let several signatories co-sign one engagement letter, with reminders and the option to cancel.
VideoNew-client intake form
Give prospective clients a protected public form to submit their details through a Fedix link.
VideoSTP authorisation requests
Generate and send Single Touch Payroll authorisation letters to clients and track their status in one worklist.
Ethical clearance requests
Send an ethical clearance request to a new client's previous accountant, who replies on a simple response page.
Practice welcome hub
A welcome page for new practices with setup milestones, a demo client and a test engagement to try.
Demo practice
Create a practice filled with fictional data to explore or train in, and reset or delete it when you are done.
Onboarding help emails
New practices receive a staged series of help emails while they get started, and can unsubscribe at any time.
Compliance: KYC, AML & AUSTRAC
KYC and AML dashboard
One dashboard of customer assessments, showing what is expiring, what is incomplete and where the practice stands overall.
VideoCustomer risk assessments
Record a risk assessment for each client, with an AI-drafted analysis you can override, and sign-off options including prohibit or needs more information.
VideoSanctions screening and risk indicators
Screen clients and related people against the DFAT Consolidated Sanctions List, with AI-assisted political-exposure and adverse-media indicators to prompt your review.
Identity document evidence
Upload identity documents against a client's assessment and record their verification.
Ongoing customer due diligence reviews
Trigger customer due diligence reviews, see their history, and let a daily check bring clients due for review back into the queue.
Self-service verification links
Send clients a link so they can complete their identity verification steps themselves, including from a phone.
AML/CTF program builder
Generate your practice's AML/CTF program, keep versions, activate one and designate the compliance officer.
VideoAUSTRAC enrolment information pack
Generate an information pack from your practice data to help you prepare your AUSTRAC enrolment.
Compliance record integrity check
Check that your KYC record history has not been altered since it was written.
Threshold transaction report deadline alerts
Flag threshold transaction reports that have passed their reporting deadline so the compliance officer can act.
Online identity verification
Run identity verification sessions online, review the extracted details, and write the verified result and a PDF report to the client record.
VideoVerification usage and credits
See identity verification usage and history by month, and manage verification credits.
Email and phone verification codes
Send one-time codes by email or SMS to confirm a contact's email address or phone number before it is used.
Beneficial owner identification
Find existing clients and relationship candidates to record the beneficial owners of a company or trust during an assessment.
Verification status across onboarding
See one KYC status for a client across every onboarding flow, so "is this client verified yet?" has one answer.
Jobs & workflow
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoJob comments and history
Each job keeps its comments and change history, and finished jobs can be archived and restored.
Assignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
VideoJob templates
Create standard jobs from reusable templates, using the built-in ones or your practice's own.
Custom workflows and stages
Define your own workflows with ordered stages, such as preparation, review and sign-off, and set a default.
Recurring and snoozed jobs
Set jobs to repeat, change or stop the recurrence, and snooze a job until the date it matters.
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.
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.
Tax lodgment status & ATO data
ATO lodgment worklist
See every client's ATO lodgment list, with due dates and status, in one worklist you can refresh in bulk.
VideoATO client list import
Read your practice's ATO client list, import clients and add client relationships, with a record of each change.
Nightly ATO lodgment refresh
Your practice's ATO lodgment status refreshes on a daily schedule, with settings, logs and a run-now option.
Lodgment reminders to clients
Generate, preview and send reminders to clients about outstanding returns, manually or on an automatic schedule with escalation templates.
ATO account transactions and balances
See each client's ATO account transactions and balances inside the client record.
VideoATO prefill figures
Look up and save a client's ATO pre-fill income tax figures so they are ready for the working papers.
VideoATO risk signals and priorities
Risk scores, anomaly checks on prefill and activity statement data, an alerts feed and priority dashboards that show which clients need attention first.
Practice ATO connection setup
Set up your practice's connection to ATO online services, test it, and manage your tax agent numbers.
ATO client sync and tax ID backfill
Keep client details in step with the ATO on a schedule, and fill in missing TFNs and ABNs on client records from ATO data.
ATO documents
Keep ATO-sourced documents, such as notices and statements, together for each client.
Tax planning reminder campaigns
Email tax-planning reminders to selected clients from templates and campaigns, with a test send and the recipient list.
VideoTax returns, workpapers & sign-off
Tax returns register
One list of every tax return in progress per client, with status, owners, bulk assignment and automatic detection of returns to create.
Tax return workpapers
A structured workpaper for each return, with sections, adjustments, versions you can revert to and a PDF.
Return checklists and document requests
A checklist on each return, with progress stats, document requests sent straight to the client and documents attached to the return.
AI-assisted return preparation
An AI assistant works through the client's documents and produces a first draft of the return preparation for an accountant to review.
Tax Copilot workspace
A session-based AI workspace for complex returns, with snapshots, cell-by-cell working, a coverage check, folder uploads, cost tracking and an activity log.
Client tax summaries
Generate a plain-English tax summary for each financial year and an editable email to the client, which AI can help refine, then send it.
Send tax returns for signature
Send prepared returns to clients in batches for e-signature, with the invoice and payment attached and a date before which the return will not be lodged.
VideoPre-lodgement review queue
Queues of returns awaiting approval by the registered tax agent or admin clearance, with approve, reject, resubmit and mark-as-lodged actions.
Signed returns queue
A list of signed returns waiting to be lodged, with reviews and a mark-as-lodged action.
Lodgement tracker board
A board of return batches by lodgement status, updated by dragging a batch to its new status.
Reviewer authorisations and review records
Authorise which staff may review and release returns, keep the review history and produce a review PDF.
Lodgement follow-up alerts
Background checks that flag returns sent but not yet lodged, and email the accountant when a lodgement hold date has passed.
Tax packs
Build a tax pack from an uploaded return, with a review checklist and signature placement, then send it to the client to sign and download.
Deduction worksheets
Save deduction workings per client and financial year, and lock them once reviewed.
VideoFee from refund tracking
Track fees deducted from client refunds, import records in bulk, match them to clients and email settlement notices.
VideoRefund notice reconciliation
Match LodgeiT refund emails in your mailbox against fee-from-refund records, with results you can export as a PDF.
Company and trust formation
Run new company and trust set-ups as one tracked process: structure templates, people, documents, a proposal for client approval, e-signature, pricing and stamp duty, and AI suggestions.
Billing & invoicing
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoInvoice emails and payment reminders
Email invoices from templates with a preview, and send payment reminders without writing each email.
Payments and credits
Record payments, apply and unapply credits, use custom payment methods and apply credit notes to invoices.
VideoVoid and reverse invoices
Void one invoice or many, and reverse invoices that have been posted, keeping a record of the correction.
Recurring invoices
Set up recurring invoice templates that turn into invoices on schedule, and stop the recurrence when the arrangement ends.
VideoInstalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
Commission splits
Split commission on an invoice, review commission and exclude lines that should not attract it.
Online invoice and payment link
Clients open their invoice online, download the PDF and pay by card from a link.
Invoice import from other systems
Import invoices from your previous software by CSV, with AI-suggested column mapping and a preview before import.
Invoice and quote templates
Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.
Quotes and proposals
Create and email fee quotes that clients accept online, then convert accepted quotes into invoices.
VideoBilling insights
Revenue, profitability, cash-flow forecast, aging, client profiles and payment predictions in one view.
Revenue reports
Revenue summaries, comparisons, time series and revenue by client, with export.
VideoPractice bank feed matching
Bring your practice bank transactions in and match receipts to invoices, with candidate matches to accept, reject, hide or restore.
VideoSupplier bills
Upload supplier invoices, let text recognition read them into draft batches, then review and approve them.
Card and direct debit payments
Connect Stripe to take card and client-authorised direct debit payments into the practice bank account.
Service catalogue
Maintain your standard services and fees once, adjust prices in bulk, set commission treatment, map lodgment types to items and import with AI help.
VideoDisbursements
Record out-of-pocket costs for clients and create disbursements from expenses so they are recharged.
Client service subscriptions
Bill monthly service plans as recurring client subscriptions, with a payment link.
Client credit balance
Keep a credit ledger per client, such as referral credit, and apply or remove credit on an invoice.
Billing housekeeping in the background
Quotes expire on time, staff are told when invoices are paid, and card payments are reconciled automatically in the background.
Time & work in progress
Time entries
Log time against clients one entry at a time or in bulk, set status, write off and apply rates; entries post to work in progress.
VideoStaff billing rates
Set billing rates for staff, with effective dates, so time is always valued at the right rate.
Bill unbilled time
See unbilled time by client and convert it into an invoice, or mark it as invoiced.
VideoTime reports
Time reports with summaries by staff member, week and client.
Log time by voice
Describe what you did in words and Fedix turns it into a time entry.
Work in progress and write-offs
WIP balances, a worklist, aged WIP, realisation and movements, with write-off, adjustment and undo, one at a time or in bulk.
VideoEmail & communications
Email inbox in the practice system
A full Microsoft 365 email client inside Fedix: inbox, sent, starred, unread, deleted, search, people search and attachments.
VideoCompose, reply and schedule email
Write, reply and forward with a preview, save drafts and schedule sends, with your signature applied.
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.
Awaiting-reply list and inbox triage
A synced copy of your mail powers fast search, a list of who is waiting on a reply from you, and an AI triage summary.
Snooze email
Hide an email until the time it needs action, then have it come back to your inbox.
Email signatures
Personal signatures that can sync from Outlook, plus a practice signature template you can generate, preview or pull from Microsoft.
VideoReview FediPilot email drafts
Emails prepared by the FediPilot desktop assistant arrive as drafts that staff review, check for delivery and send.
Shared team mailboxes
Work shared inboxes such as info@ or tax@ as a team: grant access, read messages, assign, hand off and fetch attachments.
Writing style learning
AI drafts learn your writing style over time, with a style profile, preferences and a log of email automations.
Connected mail accounts
Manage the mail accounts connected to Fedix so new mail appears in near real time.
File email attachments to the cloud
Save email attachments, and files extracted from them, straight into the client's cloud folder.
Practice email templates
Edit the wording of practice emails by type, such as reminders, invoices and engagement emails, and turn automation on or off.
Bounce and open tracking
Know whether an email bounced or was opened, with unsubscribe handling and regular bounce processing.
Bulk email and reminders
Send large emails, reminders and campaigns in the background, so big sends finish reliably without tying up the screen.
In-app notifications
A list of in-app alerts you can mark as read or delete.
Documents & files
Client documents
Upload client documents one at a time or in batches, organise them, rename and move them, control visibility and re-run AI classification, with sync to your cloud storage.
VideoClient upload links
Send clients a link to upload documents without logging in, and collect what they submit.
VideoDocument collection and chasing
AI-drafted document checklists per client, sent in batches, with chasing (including bulk chasing), templates and a daily digest.
VideoSecure document sharing
Share sensitive documents through expiring links; recipients confirm a code before they can download.
VideoConnect your cloud storage
Connect OneDrive or Dropbox, test the connection and keep it in sync, so files stay in your own drive.
Cloud file manager
Browse, preview, upload, move, rename, copy, batch download and import files in your cloud storage, with a trash you can restore from.
VideoAI file search and organising
Search client files with AI, analyse files, and let AI propose a folder organisation plan that you approve before it is applied.
SharePoint integration
Connect SharePoint, browse sites and drives, and import documents into Fedix or export them back.
File access rules
Restrict who can see which files and folders, and check access in bulk.
Automatic filing rules
Set rules so incoming files are filed into the right folder automatically.
Document templates and AI generation
A template library with categories, AI help to enhance or generate documents and presentations, and export and rendering.
VideoBulk document production
Dedicated pages for producing documents in volume from templates and client data.
FediDoc document builder
Assemble complex client documents with AI, section by section, regenerating sections, reordering them and exporting to PDF.
AI document editor
An AI document editor with brand kits, block-by-block rewriting, images and export to PDF or Markdown.
Letterhead themes
Practice letterhead themes, with ready-made defaults, so letters carry your branding.
Ask questions of a client's documents
Chat with a client's documents to find answers without opening every PDF.
E-signature
Send documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
VideoClient signing page
Signers open a link, verify who they are, sign and submit from any device.
Signer verification codes
Send a one-time code to the signer and verify it before they can sign.
E-signature templates
Reuse system and practice templates for documents you send often, with defaults.
Filing signed documents
Folders and rules that file signed documents automatically.
AI help for signing documents
AI detects the document type, suggests where signature fields go and summarises the document.
E-signature dashboard
An overview of signing batches, bulk reminders, signing documents yourself and retained copies.
Calendar, bookings & meetings
Calendar
View Microsoft 365 calendars, create and edit events, check availability and find meeting times.
Client bookings
Manage appointments, services, locations and staff hours, with a dashboard, no-show tracking and scheduling from an email.
Booking setup
Configure meeting types with categories, tiers, add-ons, locations and price schedules, kept in step with your service catalogue.
Online booking page
A public booking page for your practice where clients book, confirm, cancel and reschedule.
Recurring bookings
Create recurring bookings for standing meetings and generate them automatically.
Booking reminders and payment status
Automatic booking reminders and a payment status on each appointment.
AI meeting notes
Bring in Microsoft Teams meeting transcripts and get an AI summary, action items and a compliance check, assigned to the client.
Pre-meeting briefing
An AI briefing prepared ahead of your client meetings so you walk in prepared.
Leads & referrals
Leads pipeline
Track prospects with status, activities and notes, get AI suggestions on next steps and convert a lead into a client.
VideoReferral management
Review, approve, convert, reject or reverse client referrals and see referral statistics.
Referral codes and referral page
Give clients referral codes and a public page where referrals can be submitted and tracked.
Referral expiry
Stale referrals expire automatically each day, so old referrals do not hold credit forever.
Dashboard, reports & analytics
Customisable dashboard
A dashboard of widgets (clients, deadlines, lodgment status, BAS, tasks, revenue, team workload, AI usage, e-signatures and what is new) that each user arranges to suit.
VideoPractice analytics
An analytics page with insights into how the practice is performing.
Practice statistics
Management statistics for the practice on one page.
MYLEDGER insights in FEDIX
Bookkeeping issues and notifications found in MYLEDGER appear in FEDIX against the client.
Proactive insights
Regular checks surface what needs attention, such as overdue tasks, unbilled time and unpaid invoices, as insights you can dismiss or snooze.
AI usage dashboard
See your practice's AI usage, history, notifications and quota, with an admin summary and export.
Contextual tips
In-app tips that help you discover features and stay dismissed once you close them.
AI assistant
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.
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.
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.
AI memory management
Inspect, add, edit and remove what the AI remembers; older, unconfirmed memories fade over time.
VideoAI help for invoices and the catalogue
AI describes invoice lines, suggests items and helps create or import your service catalogue.
Voice dictation
Dictate emails, notes and time with formatting, a personal vocabulary, voice macros and voice editing of selected text.
Phone & SMS
Browser phone with call logging
Make and take calls in the browser, hold and transfer, link the call to a client and save an AI wrap-up of the call.
Call routing and handover
Staff presence, call whisper, home extensions and handover so calls reach whoever is available.
Call recording retention
Expired call recordings are removed automatically each day, according to your retention period.
SMS to clients
Text clients from Fedix, with a blocked-number list, message logs and opt-in handling.
Integrations
Integrations hub
One page to connect Stripe, Xero, Xero Practice Manager, SharePoint, Dropbox, OneDrive, FYI, the ATO and LodgeiT, with connection status for each.
VideoMicrosoft 365 sign-in
Sign in with Microsoft and connect mail, calendar and Teams meetings with one account.
Google account connection
Connect a Google account for users who work with Google.
Xero connection
Connect and disconnect Xero, and see connection status, budget and health, with a daily check that the connection is still working.
Xero contacts import
Preview and import Xero contacts as clients, and create a Xero contact from a Fedix client.
Xero invoice sync
Import and sync Xero invoices regularly, and push a Fedix invoice to Xero after a preview and your confirmation.
Xero items, accounts and tax rates
Fetch Xero items, accounts and tax rates, import items, and see a log of sync events.
Confirm before writing to Xero
Every change Fedix would make in Xero is confirmed by a person in a confirmation dialog first.
Xero Practice Manager client sync
Import, add, update and merge clients with Xero Practice Manager, compare records, sync archiving and repair stale links.
Automatic updates from Xero Practice Manager
Changes made in Xero Practice Manager arrive in Fedix regularly, with automatic retries for anything that fails.
Practice subscription billing
Practices subscribe to Fedix through a secure checkout and manage their subscription, estimates and invoices in a billing portal.
Address, ABN and BSB lookup
Address autocomplete, suburb and postcode lookup, ABN lookup and BSB lookup while you enter details.
Bot protection on public forms
Public forms such as intake, upload and booking pages are protected against bots.
Practice admin & settings
Practice profile and branding
Register your practice, then manage its profile, logo, access settings, multi-factor sign-in requirement and invoice settings.
VideoWork across several practices
Belong to more than one practice, switch between them, set a default and leave a practice when you need to.
Practice ownership transfer
Transfer ownership of a practice account to someone else, who accepts from an email link.
Team invitations
Invite users, resend or cancel invitations, update roles, preview the seat impact and remove access.
VideoRoles and permissions
Custom roles built on a permission matrix, with cloning, system defaults, per-user overrides and a log of permission changes.
VideoPlan and trial status
See your plan, subscription status and trial status, with upgrade pages and reminders as your trial or billing cycle ends.
Modules per practice
Optional modules and beta features are switched on per practice.
In-product support
Raise support tickets inside Fedix and see your assigned relationship manager.
My account and sign-in security
Manage your profile, preferences, avatar and activity, and set up multi-factor sign-in by authenticator app, email or SMS.
VideoSign-in and account access
Sign in with Microsoft or email, sign up, use one-time codes, reset your password and stay signed in on the FediPilot desktop app.
Self-service settings pages
Settings pages for AI memory, email signatures and practice configuration.
VideoTax agent nomination wording
Control the wording of tax agent nomination emails and engagement letter content in practice settings.
Temporary support access
Grant Fedix support time-limited access to help you, with a banner shown while support is working in your account.
Client portal & links
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
Secure client chat
Secure chat between clients and staff, plus a client-facing AI assistant for common questions.
Client bookkeeping review in the portal
Clients see transactions, reports, pay slips and leave balances, and review and submit answers on unmatched transactions.
Tax return documents in the portal
Clients upload the documents for their tax return and follow the published timeline.
Client view of the tax timeline
Clients see the status of their return on the timeline your practice publishes.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
Work that runs in the background
Scheduled work only in your live practice
Scheduled work such as reminders and emails runs only in the live environment, so test and training systems never send real messages by accident.
Client reminder sequences
Client reminders and follow-ups go out on schedule in the background.
Document collection digest
A regular digest email summarises document collection progress, instead of many separate alerts.
Scheduled email delivery
Emails you schedule go out on time, and writing-style learning is processed in the background.
Cloud folder upkeep
Background upkeep keeps cloud folders linked and in sync: picking up changes, linking client folders and emptying old trash.
Verification results that always arrive
Identity verification results are checked and reconciled in the background, so a result is not lost if a notification fails.
Scheduled group status emails
Group status reports are emailed on the schedule you set.
Feedback that turns into improvements
Feedback and errors reported in the product are triaged automatically and routed to the team as improvement requests.
Heavy work handled in the background
Large tasks such as bulk email, syncs, form submissions, PDF rendering and AI work run in the background so the app stays responsive.
Daily ATO refresh and reminders
Your ATO lodgment data refreshes every day and lodgment reminders send automatically, when your practice turns these on.
Continuous receipt matching
Bank receipts are matched and receipt emails sent continuously in the background.
FediPilot quality and usage review
FediPilot conversations are reviewed for quality and usage is rolled up daily.
Compliance deadline checks
Background checks for BAS and IAS obligations, threshold transaction report deadlines, lodgement follow-ups, job status and overdue work, so deadlines never rely on memory.
FediPilot connection & AI access
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.
FediPilot works as the signed-in user
The FediPilot desktop assistant uses FEDIX as the person who signed in, with the same permissions.
Official workflow skills
A read-only library of vetted Fedix workflows that AI assistants can follow.
Device approval for desktop AI actions
Desktop AI actions are tied to an enrolled device, and sensitive actions need approval.
FediPilot download
Download the FediPilot desktop assistant for Windows from your Fedix dashboard once your trial has started.
FediPilot training cases
Free training cases you can enrol in, with case details and materials to download, to learn FediPilot on realistic work.
Calculators & planning
Tax calculators
Depreciation, amortisation, Division 7A, capital gains tax and deduction calculators, saved per client and financial year with history.
VideoCalculators filled from documents
AI-assisted versions of each calculator read source documents and fill in the parameters for you to check.
Division 7A loan tracking
A dedicated page for tracking private company loans under Division 7A.
VideoNavigation & everyday use
Navigation on desktop and phone
A grouped sidebar with flyouts, density options and a practice picker, plus bottom navigation on phones.
Global search
A keyboard-activated search that finds clients, pages and actions in a keystroke.
Quick helper buttons
A small floating cluster puts the assistant, voice input and feedback one tap away, without covering page actions.
Idle sign-out and account status
Automatic sign-out after inactivity, plus clear banners about your subscription and trial status.
Update prompts and maintenance notices
A prompt to reload when a new version is available, and a notice during maintenance so work is not lost.
Terms and privacy access
Terms and privacy pages are reachable before sign-in, and external links open through a safe redirect page.
Demo practice banner
A banner shows whenever you are working in a demo practice, so demo data is never mistaken for real clients.
MYLEDGER
Accounting preparation
Clients & entities
Client ledgers list
List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.
VideoAdd and manage client ledgers
Create a client ledger directly in MYLEDGER, update its details and remove it when it is no longer needed.
VideoPlan check before adding a client ledger
Before you add another client ledger, MYLEDGER checks whether it takes the practice past its included allowance and asks you to confirm.
Bank account assignment
Record which ledger account is the client's bank account, so every imported bank line posts against the right account.
Small business entity setting
Mark whether the client is a small business entity, which affects depreciation treatment and reports.
Client and period switcher
A header bar to switch client and period, and edit client details, from anywhere in MYLEDGER.
Pick up where you left off
MYLEDGER opens the client you asked for from a link, or the last client you worked on.
Chart of accounts & the ledger
Chart of accounts
View, add, rename, reorder, merge and delete accounts, and apply tax return labels, for each client.
VideoApply tax return labels
Map account names to the ATO tax return label set for trust or individual returns in one step.
Import a chart from text or a file
Paste or upload an account list from a client's old system and AI turns it into chart accounts for you to confirm.
VideoRename and reorder accounts
Rename an account and its history follows; set the display order you want.
Default chart for each entity type
Start a new client with a sensible default chart for their entity type.
VideoAccount usage counts
See how many transactions and journals use each account before you delete or merge it.
Coding rules
Per-client rules that code transactions matching a description to an account, with AI-generated rules and bulk editing.
Practice default charts
Set your firm's standard chart for each entity type, which new clients inherit; edit or reset it any time.
VideoTransaction ledger
Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.
Tracking categories (Segments)
Create tracking categories, such as location, department, job or cost centre, tag transactions and split the P&L and Balance Sheet into a column per option.
VideoRemembered segment view
MYLEDGER remembers how you prefer to view tracking categories for each client between sessions.
Rental property and managed fund register
Register rental properties and managed funds with the accounts that belong to each, for use in schedules.
VideoATO suspense summary
A summary of ATO-sourced items waiting in suspense for you to classify.
Transaction change history
See who or what changed a transaction, including bulk lookups across many lines.
Shared ledger storage across Fedix
Other Fedix ledger screens read and write the same transactions, accounts and journals as MYLEDGER, so there is one copy of the books.
Bank feeds & open banking
Open banking sync
List the bank accounts a client has consented to share and sync their transactions, with progress shown as it runs.
VideoImport bank feed transactions
Import synced bank transactions into the client's ledger, skipping ones already imported.
VideoClient bank data consent
Send the client a consent link or email so they can authorise bank data sharing themselves.
VideoOpen banking account assignment
Assign each shared bank account to a client and a ledger account, in bulk if needed, and turn on automatic import.
Data deletion choice when consent ends
Record whether the client wants their shared bank data deleted or kept when consent ends, and carry out the deletion.
Bank feed freshness
See when bank data was last refreshed, with a clear badge when it is stale.
Overnight bank refresh
Accounts with automatic import are synced and imported once a day overnight, so bank lines are waiting each morning.
Consent expiry clean-up
Data from revoked or expired bank data consents is purged automatically.
Import & upload
Upload Hub
One page for every way of getting client data in: AI upload, CSV, bank statements, opening balances, amortisation schedules, receipts and rental statements.
VideoCSV and Excel bank import
Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.
VideoAI clean-up of messy spreadsheets
Paste messy CSV text or upload a workbook and AI turns it into transactions for review.
Remembered CSV mappings
Column mappings are saved per client, so the next upload from the same bank needs no mapping work.
PDF bank statement converter
Upload PDF bank statements, including scans, and text recognition converts them into transactions you can check page by page before import.
VideoSource statement library
Keep each client's uploaded PDFs organised: list, rename, reorder and delete them, alongside documents from FEDIX.
Prior-year financial statement import
Upload last year's financial statements; MYLEDGER reads them, matches accounts, suggests new ones and drafts balanced opening figures for your approval.
Resume a statement import
A half-finished prior-year statement import saves its progress and uploads, so you can come back to it.
Depreciation schedule converter
Read amortisation and depreciation schedules from PDF, check the pages and import them into depreciation.
Post depreciation to the ledger
Post extracted amortisation lines from an imported schedule into the ledger.
Receipt matching
Upload receipts and invoices in bulk; MYLEDGER reads them and proposes matches to bank transactions, which you can link, unlink or re-match.
Rental statement import
Upload property agent statements; MYLEDGER extracts the rental schedule for you to edit and import into the ledger.
AI upload
Drop in any document and AI works out what it is, extracts the data, checks it and prepares it for the ledger, with confirm, cancel and review steps.
Universal upload
A catch-all for unusual documents: AI decides what the file is and what to extract, and shows a preview for you to confirm.
Review-first transaction upload
Upload files, review the extracted transactions in a grid, edit them and confirm.
Upload history
A list of past uploads with a count of those that need attention.
Manual transaction entry
Type transactions directly into the grid when there are only a few to add.
VideoAI opening balances
An AI workflow reads source documents and drafts the client's opening balances for your review.
Loan repayment import
AI extracts loan repayment schedules so repayments can be split into principal and interest and imported.
Client upload invitation
Generate a link, and an email, so the client can upload documents to MYLEDGER without logging in.
Cross-source duplicate detection
Catch the same bank line arriving from two sources, such as a feed and a statement, and stop two imports from running at once.
Automatic document routing
Uploaded documents are classified and sent to the right extractor: bank statement, receipt or financial statement.
Fix unusual statement layouts
MYLEDGER analyses an uploaded sheet and restructures messy transaction data into a usable form.
Reconciliation
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
VideoTransfer detection
Matching transfers between the client's own accounts are detected for you to confirm or dismiss.
VideoSplit transactions
Split one bank line across several accounts and amounts, and revert the split if needed.
VideoBulk actions with undo
Code, comment or delete many lines at once, with a drawer of recent bulk actions you can undo.
Evidence beside each line
See an evidence indicator and preview on each bank line, and link receipts or documents to it.
VideoReconciliation progress
See how many lines are reviewed and unreviewed, an estimate of remaining work and the AI work still to run.
ATO comparison panel
Compare ATO account activity with the ledger and get a prompt to import anything missing.
Coding memory
MYLEDGER remembers how you coded transactions for each client and suggests the same coding on new ones.
Reconciliation improvement insights
Anonymous usage events show where reconciliation work slows down, so the product can be improved.
AI coding & learning
AI account suggestions
Ask AI to suggest accounts for selected or filtered transactions in a batch, then confirm the suggestions you agree with.
AI transaction comments
AI writes bookkeeping comments that explain each line, and can suggest accounts from comments and descriptions.
AI GST suggestions
AI proposes the GST treatment for each line; apply the suggestions you agree with or set them aside.
AI suggestion history
Accepted and rejected suggestions are kept per client, so MYLEDGER stops repeating suggestions you have turned down.
AI-filled markers
Cells filled by AI are marked, and the marker clears when someone changes the value.
Learning from your corrections
Confirmations, rejections and manual edits are recorded as learning patterns for the client and practice, so suggestions follow your style.
Client memory for the AI assistant
The AI assistant keeps client-specific notes between sessions, with older memories fading over time.
Anomaly detection
Unusual transactions and period anomalies are flagged for you to investigate.
Background AI jobs
Large AI coding, comment and GST jobs run in the background with progress you can check, so you can close the page.
Pre-finalisation review checks
A review pass across categories, comments, GST, duplicates, period anomalies and missing accounts before you finalise.
AI suggestion statistics
See how often AI suggestions are accepted for each client.
Assistant feedback
Rate the assistant's answers and turn useful insights into lasting knowledge.
Journals & evidence
Journal entries
Create, save, post, revert to draft and delete journal entries, with a check on opening balances.
VideoJournal drafts
Save unposted journals and come back to them over several sittings.
Journal evidence and AI drafting
Attach evidence to journals, or let AI draft a journal from an uploaded document for you to review.
VideoYear-end journal templates
Guided templates for common adjustments: closing stock, depreciation and amortisation, FBT contribution, income tax, PAYG withholding, preliminary expenses, private use, drawings, share capital and super payable.
Journals across Fedix ledger screens
Journals and drafts are shared with other Fedix ledger screens, so there is one set of entries.
System-generated journals
BAS, depreciation and distribution journals are posted, and can be undone, by MYLEDGER so reports reconcile without manual posting.
GST & BAS
GST settings and ABN check
Record GST registration, accounting method, reporting period and threshold, with an ABN lookup.
VideoGST account clean-up
Detect GST postings spread across several accounts and consolidate them.
GST reconciliation
Compare the GST in the ledger with the BAS figures, review the differences and keep a history of each reconciliation.
BAS summary
See the BAS labels for a period, such as G1, 1A, 1B, W1 and W2, with drill-down to the transactions behind each figure.
VideoPAYG withholding from payroll journals
Wages and PAYG withheld (W1 and W2) come from the client's payroll journals rather than being retyped.
BAS period settings
Per-period BAS settings: adjustments, inputs such as PAYG instalments, account mapping and BAS journal posting.
VideoBAS client defaults
Set a client's BAS defaults once, so each period starts correctly.
GST calculation worksheet
A GST calculation worksheet with manual inputs, following the ATO worksheet.
BAS summary PDF
Produce a BAS summary PDF for the client, edit and preview it before download.
VideoBAS cover email and e-signature
AI helps rewrite the BAS cover email, and the BAS can be sent to the client for e-signature.
VideoBAS adjustments working paper
Record GST, PAYG and BAS adjustments in a working-paper tab, with a record of each change.
Consistent GST treatment
Rules, zero-rating and learned patterns keep GST treatment consistent across similar transactions.
GST basis and non-profit threshold
Set the client's GST reporting method (cash or accrual) and the non-profit GST threshold where it applies.
Financial reports
Profit and loss
A profit and loss report for any period, with comparatives and drill-down to transactions.
VideoProfit and loss by tracking category
Split the profit and loss into a column per location, department, job or cost centre, one tracking category at a time.
VideoBalance sheet
A balance sheet at any date with built-in checks, and a by-tracking-category balance sheet available as a section of the financial statements.
VideoSMSF statement of financial position
A balance sheet in the layout self-managed super funds use.
VideoTrial balance
A trial balance for any period, to check debits equal credits before you report.
VideoGeneral ledger
Transaction-level detail for every account.
Cash at bank setting
Choose which account is cash at bank so statements classify cash correctly.
Rental property schedule
A schedule of rental property income and expenses drawn from the ledger, for the rental section of the return.
VideoOne reporting period for every report
Pick the financial year or period once and every report uses it.
VideoStatement sections per client
Choose which statement sections are shown for each client, to suit the entity.
Reports that do not break on one bad line
A single problematic transaction is set aside and flagged instead of breaking the whole report.
Financial statements & management reports
Financial statement pack
Build the full financial statement pack (cover, statements, notes and signatories) in the browser and export it to PDF.
VideoEditable statement sections
Edit the wording of statement sections and notes per client, and keep the edits when you regenerate.
VideoStatement signatories
Set practice and client signatories so the right director, trustee or partner signs the pack.
VideoStatement format templates
Choose your firm's statement format for each entity type.
Practice branding on reports
Your logo, colours and footer on client reports.
VideoManagement reports
Generate narrative management reports with sections you can reorder and hide, AI-assisted rewriting, PDF export and history.
Secure report sharing
Share one pinned version of a management report as a code-protected PDF link.
Client insights dashboard
Key figures, revenue against expenses, category breakdowns and a monthly table for a quick snapshot of a client.
AI report writing
Rewrite report text, generate a section or use quick actions for report narrative.
Pinned report versions
Save generated reports as pinned versions so you can reproduce exactly what was sent to the client.
Tax preparation & working papers
Working papers hub
One tabbed page per client for year-end schedules: checklist, GST, tax return labels, depreciation, amortisation, Division 7A, FBT, investment income, distributions, franking, dividends, SMSF and more.
VideoTax return label report
Map the ledger to ATO tax return labels with drill-down, so return figures trace back to transactions.
VideoBook-to-tax reconciliation
A book-to-tax working paper for each year that bridges accounting profit to taxable income.
Year-end tax checklist
An entity-specific tax checklist for each year, with attachments, reset and a follow-up email to the client.
Depreciation register
An asset register with ATO effective-life rates, calculations, roll-forward to the next year, opening balances and journals you can post or undo.
Depreciation reconciliation
Reconcile the depreciation register to the ledger and work out the tax adjustment.
ATO effective life lookup
Search ATO effective life by industry and asset to choose the right depreciation rate.
Borrowing costs schedule
A schedule for loan establishment costs deducted over time under section 25-25.
Blackhole expenditure schedule
A schedule for business-related capital costs deductible over time under section 40-880.
Investment income register
A register of interest, dividends and distributions for the tax return's investment income schedule.
VideoDivision 7A loans and calculator
Track Division 7A loan accounts, calculate minimum repayments per year with the benchmark rate and carry balances forward.
VideoDivision 7A results from FEDIX
Use Division 7A calculation results from the FEDIX calculator in MYLEDGER working papers.
FBT working paper
Record fringe benefits, scan transactions for likely FBT items and work through the FBT year.
VideoFranking account and dividends
Track the franking account balance and dividends declared each year, including ATO payment receipts.
VideoTrust distributions
Allocate trust net income to beneficiaries and post or unpost the distribution journals.
VideoPartnership distributions
Split partnership net income between partners and post or unpost the journals.
VideoSMSF member allocation
Allocate the fund's result across members, with checks including pension minimums.
VideoIndividual tax estimate
Estimate tax payable for resident individuals in working papers and tools.
ATO small business benchmarks
Compare a client's ratios with published ATO small business benchmarks for their industry, with risk indicators and trends.
ATO data in the ledger
ATO connection and lodgments
Test the ATO connection and see a client's lodgments from inside MYLEDGER.
Retrieve ATO account data
Refresh and retrieve a client's ATO account data without logging in to the ATO portal.
ATO transactions review
Review a client's ATO account transactions and bring them into the ledger.
Import ATO activity to the ledger
Preview and import ATO transactions into the ledger, import from a CSV manually, or remove an import.
ATO statement upload
Upload an ATO statement PDF to reconcile when integrated data is not available.
Fast ATO lookups
Retrieved ATO data is stored for the client so ATO views open quickly.
Xero integration
Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
Sync data from Xero
Bring the chart, contacts, invoices, bank transactions and journals from Xero into MYLEDGER, one area at a time or all at once, with status and history.
Xero account mapping
Map the MYLEDGER chart to Xero accounts manually, automatically or with AI, and create missing accounts in Xero.
Push journals and transactions to Xero
Validate, then push manual journals or bank transactions to Xero, with batches, history, status refresh and the ability to revoke.
Start fresh from Xero
Reload the MYLEDGER chart from Xero for a client with no postings yet.
Automatic updates from Xero
Changes in Xero trigger incremental updates in MYLEDGER, so data stays current.
Ask the assistant about Xero
Ask the AI assistant for Xero reports, invoices and trial balance comparisons, or ask it to create invoices, journals and payments for your confirmation.
Reliable Xero connection
The Xero connection handles sign-in renewal and Xero's usage limits so syncs and pushes complete reliably.
Client review & sharing
Client review links
Generate, email, list and revoke links so clients can review and answer questions about transactions.
VideoClient review page
Clients verify with their date of birth or a one-time code, edit transaction details and submit; you apply or dismiss their answers.
VideoReview client changes
See exactly what the client changed and apply or dismiss each change.
Older review links keep working
Review links from earlier emails still take clients to the current review page.
Document request page
Clients upload requested supporting documents from a link.
Send reports for e-signature
Send reports to FEDIX for e-signature and track their signing status, and view or download client documents from FEDIX.
Save reports to the client file
Save generated reports straight into the client's documents in FEDIX.
Feedback from MYLEDGER
Send feedback with attachments straight from MYLEDGER.
AI Copilot & automation
AI Copilot
Ask the Copilot to do ledger work in plain English, with changes confirmed by you, the option to cancel, and files in the conversation.
Full-page Copilot
A dedicated full-page version of the Copilot for longer 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.
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.
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.
Proactive ledger alerts
MYLEDGER regularly scans client ledgers for issues and raises alerts in the Copilot.
AI credit guard
AI usage is recorded per request and paused when the practice's prepaid AI credits run out.
Identifier masking for AI
Personal identifiers can be masked in each Copilot session before content is sent to AI model providers.
History, restore & change records
History and restore
An activity feed, a view of the ledger as it was at any past moment, a recently-deleted list with one-click restore, and a timeline for each record.
VideoRestore deleted records
List deleted transactions, accounts and journals, and restore them or revert a single field.
VideoRestore to a point in time
Preview a plan to roll a client's ledger back to an earlier time, apply it, and undo it if needed.
Undo bulk and AI runs
Undo a bulk or AI batch (coding, GST, import or delete) within 72 hours.
Ledger snapshots
Take a snapshot of the ledger before risky edits, compare snapshots and restore one.
VideoClose and reopen periods
Lock a period against edits once it is finished, and reopen it with a record if changes are needed.
VideoEvery change recoverable
MYLEDGER keeps the previous version of transactions as they change, including bulk changes, so they can be recovered.
Sensitive action records
Sensitive actions are recorded centrally, with categories and retention, as evidence of who did what.
Next-step guidance
MYLEDGER tracks where each client is in the workflow and suggests what to do next.
Practice settings, plans & AI credits
User preferences
MYLEDGER remembers your toolbar pins, last client and display preferences.
VideoAI usage and plan limits
See the practice's AI usage for the billing cycle, its quota and billing notifications.
Plan features and credits status
MYLEDGER shows which features your plan includes and your AI credit status.
Plan-based access
Features are available according to your practice's plan.
AI credits meter
A header meter shows AI credits, with a top-up link and a banner when AI is paused.
MYLEDGER welcome hub
A welcome hub and banner guide a new practice through the remaining setup.
VideoProduct announcements
Release notes and announcements from Fedix inside MYLEDGER.
Only finished features for customers
Features still in development are kept away from customer practices until they are ready.
Practice data separation
Every request is checked against the signed-in user's practice and client access, so one practice never sees another's data.
Usage insights for product improvement
Page and event usage is collected so the product team knows which pages are used and where to improve.
Reliable error reporting
Error reports reach the Fedix team even when a browser extension would otherwise block them.
Availability monitoring
MYLEDGER is continuously checked for availability so problems are spotted quickly.
Working with FEDIX
Plans kept in step with FEDIX
Changes to your Fedix plan and entitlements apply in MYLEDGER automatically.
E-signature, calendar and email from MYLEDGER
Use FEDIX e-signature, your calendar and your email from inside MYLEDGER and its assistant.
Client email from the assistant
Ask the MYLEDGER assistant to read, search and reply to client email, spot booking requests and show a client's email history.
Chase clients from the assistant
Ask the assistant to draft emails, request uploads and schedule BAS reminders.
Background upkeep
Accurate AI usage billing
AI usage is reported to Fedix billing regularly so usage-based charges are accurate.
Fresh client memory
Confidence in older client memories fades daily, so stale information stops steering the AI.
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.
Dashboard, navigation & training
MYLEDGER dashboard
Key figures, quarter close progress, risk flags, next steps, due dates, outputs and a workflow stepper at a glance.
VideoNavigation on desktop and phone
Sidebar sections for Import, Reconcile, Report, Compliance, Automation and Share Links, with mobile navigation.
VideoTraining videos in the app
A tutorial player and page tips link each screen to its training video.
VideoGuided tutorials
Step-by-step guided tutorials in context, for example adding with AI, bulk adding, clients, coding rules and settings.
Smart guidance
Inline guidance and AI suggestions for the next step.
Training academy shortcuts
Header shortcuts to the training academy.
FediPilot
AI practice assistant
Chat & workspace
FediPilot chat
Type a plain request in the chat and FediPilot works on it, streaming its progress, in ask, edit or agent mode.
Ready-made workflow commands
Pick a workflow from the slash-command menu, such as accounting, scan, prepare, workpapers, review, optimise, request or LodgeiT, instead of writing instructions.
Native chat experience
The chat draws streaming replies, tool steps and file changes natively, so it looks and behaves like a modern chat.
Plain-language progress
Repeated technical steps are collapsed into readable progress rows and a summary of the work done.
One-click approval for irreversible actions
Irreversible or submission-type actions, such as sending outside the firm or anything submission-related, show an approve or reject card first.
Approvals that survive a restart
Approvals still waiting for a decision come back if the window reloads.
Drop files into the chat
Drag or paste client files into the chat and FediPilot can use them, with each file handled appropriately.
Open files from the chat
File paths in FediPilot's answers become Open and Show in folder links.
Task-first workspace
A simple workspace with a chats rail, client picker, task list and linked clients, with a switch to the full editor when you need it.
Activity map
A map that shows what FediPilot is doing across systems and clients.
Reply language
Choose the language FediPilot replies in, and it keeps replying in that language.
Simple or advanced view
Technical views stay hidden by default and can be switched on for advanced users.
Light or dark appearance
Choose a light or dark appearance for the app.
Signed letters, on your terms
Turn on an opt-in switch to let FediPilot place your saved signature on letters; your signature is used only while the switch is on.
Messages kept while signed out
A message typed while you are signed out waits for you to sign in instead of being discarded.
Clear outage messages
If Fedix itself is unavailable, FediPilot says so in plain words and offers a retry, instead of a technical error.
Skills and accounts menus
Menus in the side rail list FediPilot's skills and your AI accounts, with a quick account check.
Accountant-friendly answers
FediPilot replies in plain accountant language and checks figures against sources before stating them.
Sessions & parallel work
New client sessions
Start a new chat session, optionally bound to a client, practice and financial year.
Resume past sessions
Reopen a past session exactly as it was and carry on.
Chat history and search
Browse past conversations and search them by what was discussed.
Active sessions list
See live sessions and their state, so work waiting on you stands out.
Waiting-on-you indicator
A status bar item shows when any session is waiting on you, and hides when nothing is.
Stop or close sessions
Stop a running session cleanly, or remove it from the list.
Session names
Sessions get meaningful titles automatically, and you can rename them.
Pause the next run
Pause a session so it does not start its next run while you decide, then resume it.
Parallel chats that never cross clients
Each session knows which client and practice it owns and who runs it, so two chats on two clients never write into each other's files.
Stay signed in
FediPilot renews your Fedix sign-in in the background so you do not have to sign in every morning.
Long jobs that survive a reload
Long jobs keep running, and catch up on what you missed, when the window reconnects.
Hand over a case
Pass a client case from one session, or person, to another.
Recorded background preparation
Start a durable background preparation run, authorised through FEDIX, that records its outputs, failures and history.
Right-sized answers
Each request is routed to the right level of effort before work starts: short answers for quick questions, the full workflow for tax work.
Saved, searchable conversations
Every session's transcript is saved durably and indexed so chats survive restarts and can be searched.
Financial-year lock per session
Bind a session to a client and financial year so figures from the wrong year are never written.
Automatic recovery from interruptions
If a job is interrupted, for example by a dropped connection, FediPilot detects it and continues automatically instead of ending in an error.
Clients, practice & folders
Clients list
Your practice's real client list inside FediPilot, with search, markers for clients being worked on and per-client history.
Active client
Select the client you are working on from the status bar; everything FediPilot does is scoped to that client.
Find the client in chat
Start without a client and FediPilot finds and verifies the right one, links it to the chat, picks the financial year and finds related clients.
Switch practice in chat
Choose your active practice, or let FediPilot switch practice mid-chat and carry on.
Set up a practice
Set up a new practice from inside FediPilot.
Link clients to their folders
Link a client to the folder where you already keep their documents, locally or in OneDrive, by matching, drag and drop, with a receipt and the option to re-link.
Use the folder you already opened
When you link a client, FediPilot uses the folder you already have open for them.
Standard client folder structure
Create the standard year, source documents and working papers folders for a new client.
Tidy a client folder
Ask FediPilot to find, organise and re-link a client's folder and source files.
VideoEmpty folder guidance
An empty client folder shows a prompt to drag documents in, instead of a blank pane.
Open the client in FEDIX
Jump from FediPilot to the client's record in FEDIX.
Open the client folder from FEDIX
From a client's Documents tab in FEDIX, open their real local folder in FediPilot.
Folder link receipt
A receipt shows exactly which client a folder was linked to.
Files and access
Grant and review exactly which folders FediPilot may read and write.
OneDrive files that really open
FediPilot makes sure files stored in OneDrive are actually downloaded before reading, so it never reads an empty placeholder.
Wrong-client write protection
Scope and identity checks block any write that would land on the wrong client.
Getting started & sign-in
Terms of use on first run
FediPilot shows its terms of use before it starts working, and asks again when they change materially.
Get Started page
A start page with the next steps for a new user and what is already done.
Sign in with your Fedix account
Sign in to FediPilot with your Fedix account using the familiar Microsoft sign-in.
Alternative sign-in
An alternative way to sign in when Microsoft sign-in is not available.
Sign out or switch account
Sign out or switch Fedix account, clearing stored credentials, for example on a shared computer.
Secure credential storage
Your Fedix sign-in is kept only in your computer's secure credential store, never in plain files.
Automatic sign-in
When your sign-in is still valid, FediPilot opens without a login screen.
Set up this computer
One guided step that checks and installs what FediPilot needs on the computer.
Accounts and connections page
One page showing every connection (Fedix, your AI account, LodgeiT, Xero, Google and MYOB) with a fix action for each.
Connection check
A quick answer to "am I connected, and as whom?" for FEDIX and MYLEDGER.
Start-of-work system check
A silent check of the services you need for a client; you only hear about it if something fails.
LodgeiT and Xero sign-in recovery
If LodgeiT or Xero drops its sign-in mid-job, FediPilot restores it from your saved login, or offers a one-click login.
Connect your AI account
A guided connection to your own Claude or ChatGPT subscription.
Predictable start-up layout
FediPilot opens with a sensible layout, and you can restore the default layout at any time.
Missing connection notice
At start-up, FediPilot tells you if a connection is missing.
AI accounts & models
Choose your AI and model
Choose the default AI provider, Claude or ChatGPT, and the model, from an up-to-date list.
The Claude-powered assistant
With a Claude account connected, FediPilot runs a multi-step assistant that plans, uses tools and works through the job across many turns.
ChatGPT-powered assistant
Accountants with a ChatGPT subscription can run FediPilot on it, with the same Fedix tools.
Fallback when an AI account hits its limit
If your Claude account hits a usage limit before work starts, FediPilot can retry once on your connected ChatGPT account.
Switch AI account from the chat
When an account reaches its limit, buttons under the reply let you switch to another provider or account in one click.
Your own AI subscription
Your Claude and ChatGPT credentials are stored per user and model use runs on your own subscription; there is no shared key.
No API keys to manage
Model requests can be routed through your Fedix sign-in, so you are not asked to manage provider keys on your computer.
Older sessions keep their AI provider
Sessions keep using the right provider even after provider names change.
Fedix tools in the official Claude Code and Codex apps
Launch the official Claude Code or Codex apps with Fedix tools, history and workspace resume.
Fedix jobs from the official agent apps
The official Claude Code and Codex apps can use Fedix accounting, LodgeiT, Google, client-folder and on-screen tools.
Operating on-screen apps
FediPilot can operate applications on screen, and keeps that link alive if a helper restarts, without repeating a step.
Backup browser lane
If on-screen operation cannot be restored, FediPilot continues browser work in a separate background browser.
Keeps working when something is busy
When a resource such as a browser or connection is busy, FediPilot takes another lane instead of giving up.
PDF tools
PDF viewer
Open client PDFs inside FediPilot.
Organise PDF pages
Reorder, rotate, delete, extract, split and merge PDF pages visually before saving.
Merge and split PDFs
Plain-language commands to combine PDFs or cut them into pages.
PDF redaction
Black out information in a PDF with true redaction, so the hidden text cannot be copied back out.
PDF annotations
Highlight and add notes to PDFs for review.
Edit text in a PDF
Correct text inside a PDF in place.
Sign and stamp PDFs
Place your saved signature or an image stamp into PDFs.
Assistant PDF handling
FediPilot copies PDFs, views pages, reads targeted text and runs text recognition, the way an accountant works through a document.
Text recognition for scans
Scanned statements and bundles are split, recognised and turned into readable pages and text.
Open PDFs with FediPilot
FediPilot appears as an option when you open a PDF from your file explorer.
Spreadsheets, files & calculations
Spreadsheet viewer
Read client Excel and CSV files inside FediPilot, with links to cells.
File handling within allowed folders
FediPilot lists, reads, writes, moves, copies and zips files, only within the folders you have granted.
Edit Excel without breaking formulas
FediPilot reads, writes and updates spreadsheets while keeping formulas, checking links and recalculating.
Exact calculators
Calculators for amounts, depreciation, general interest charge, PAYG withholding, prepayments and expected-versus-banked comparisons, so arithmetic is exact.
VideoProfessional letters and reports
Render printable letters and reports with your practice branding and numbered footers, as PDF or Word.
Split schedules and source coverage
Split a total across periods, and check that every source file in the folder was covered.
Save email attachments
FediPilot saves email attachments into the client folder and unzips archives.
Phone photo handling
Phone photos in HEIC format are converted, and large photos reduced, before reading.
Workpapers
Workpapers that recalculate
Change one number and section totals, tax, refund and related schedules such as rentals recalculate, using a deterministic engine.
VideoWorkpapers from client documents
Build a workpaper from the data extracted and classified from the client's documents.
VideoWorkpaper edits with a record
FediPilot edits figures, adds and removes lines, adds notes, runs what-if scenarios and sets entity details, with each change recorded.
Open the workpaper the assistant prepared
FediPilot renders the workpaper and opens it in the editor for you.
Workpaper editor
An editable workpaper view: change a number, see the calculation refresh, and jump to the source document behind any figure.
Workpaper reports
Export the workpaper as an HTML report, a PDF bundle or Excel.
Final report check
A final report cannot be exported if the review is out of date or incomplete; drafts are always allowed.
Excel workpapers
Save, read and update an Excel version of the workpaper, mirrored from the structured data.
VideoGST reconciliation workbook
Save a GST reconciliation workbook and bring MYLEDGER BAS figures into a workpaper.
VideoCompliance checklist
A deterministic compliance checklist with questions, answers and status, at no AI cost.
Review notes
Add review notes on workpaper lines and resolve them.
Property CGT and depreciation calculations
Calculate property capital gains, net capital gain and depreciation inside the workpaper.
VideoLoss and continuity records
Record non-commercial loss determinations and prior-year continuity on a workpaper.
Source completeness check
FediPilot gathers a client's sources, including email and the prior-year return, and will not mark a workpaper complete until sources are covered.
VideoNo stale extractions
Extracted document data and research are cached with a version stamp, so re-running preparation neither redoes work nor reuses stale results.
Maintain workpapers from the interface
Add lines, bind a workpaper to a client and list workpapers from the interface as well as the chat.
Workpaper sync with FEDIX
Workpaper edits sync between your computer and FEDIX, merging changes from both sides.
Learns your workpaper habits
FediPilot records your edits and comments and recalls your habits next time.
Prepare Workpapers
One command starts workpaper preparation for the active client and financial year.
See the source of any figure
Click a number in the workpaper to open the original document it came from.
Jump to MYLEDGER reconciliation
Go straight from the workpaper to the client's bank reconciliation in MYLEDGER.
Client request pack
Save a preparation summary and preview, edit and send the email asking the client for exactly what is missing for their individual return.
LodgeiT automation
FediPilot operates LodgeiT
FediPilot drives the real LodgeiT you already use, in its own browser session, to fill and read returns for your review.
LodgeiT sign-in without typing
FediPilot signs in to LodgeiT using the password and authenticator code saved securely on your computer, so you never type them.
Several LodgeiT clients at once
FediPilot works on several clients in LodgeiT at the same time, each in its own session or tab, so cases never share a pointer.
LodgeiT connection check
FediPilot can check whether LodgeiT is signed in and reconnect when needed.
Fill individual tax returns in LodgeiT
Fill an individual return draft in LodgeiT from the workpaper (income, deductions, rentals, dividends and interest) and read it back.
VideoFill BAS in LodgeiT
Fill a BAS form in LodgeiT using the label codes and read it back.
Fill company returns in LodgeiT
Fill company tax return drafts in LodgeiT from the workpaper.
VideoFill trust returns in LodgeiT
Fill trust return drafts and trust income details, including distributions, in LodgeiT.
VideoFill LodgeiT worksheets
Find and fill the worksheets LodgeiT requires, such as rental, work expense and business schedules, and read capital gains summaries.
Read back LodgeiT returns
Read return fields, the header and the client profile back from LodgeiT to verify what is actually there.
Change one LodgeiT field
Patch a single field in a LodgeiT form, including typeahead fields, without refilling everything.
Create LodgeiT clients and returns
Create a LodgeiT client and a new return form from chat, with checks that stop duplicates of the same name.
Spouse details and refund account
Fill spouse details and the refund bank account in LodgeiT.
Export the return as PDF
Export the filled LodgeiT return as a PDF for review.
FediPilot never lodges
Any lodge, submit, sign or declare action in LodgeiT is blocked; the accountant, not the assistant, presses Lodge.
Client check before every LodgeiT write
Before writing, FediPilot reads the form's client identity and refuses to write to a form that belongs to another client.
Live LodgeiT fill progress
A live panel shows what the LodgeiT fill is doing, with a command to follow a running fill.
Check LodgeiT's estimate against the workpaper
Compare LodgeiT's calculated refund or payable with the workpaper's estimate.
Workpaper to tax return label mapping
Workpaper sections are mapped to ATO return label codes so numbers land in the correct labels.
Exactly what needs you
When an unattended login or verification step cannot continue, FediPilot shows the exact step that needs you.
Xero & Xero Tax automation
FediPilot operates Xero
FediPilot works in the real Xero you are signed in to, across Xero, Xero Tax and Practice Manager, reading and writing for you.
Connect to Xero once
One command opens Xero and keeps you signed in.
Read Xero pages
FediPilot opens Xero pages and reads fields, tables and links, so it sees what you see.
Run Xero reports
Run Xero reports such as profit and loss, balance sheet, trial balance and bank reconciliation with the parameters you need.
Xero Tax draft returns
Create and fill a Xero Tax return draft, add notes, save, validate and read it back, with evidence of what was entered.
Set up Xero Practice Manager records
Create clients, jobs and tasks in Xero Practice Manager and prepare tax forms.
Find a client across Xero practices
Check whether a client already exists in your Xero practice or others, and flag when the match is ambiguous.
Right Xero organisation, verified
FediPilot lists, opens and verifies the Xero organisation before reading or writing, so it never works in the wrong company's books.
Xero documents in and out
Download documents and attachments from Xero, and upload documents to it.
Natural typing in Xero fields
FediPilot types into Xero search-as-you-type fields the way a person does, so contacts and accounts are selected properly.
Approval before any Xero submission
Any lodge, submit, sign, declare or delete-type action in Xero shows a confirmation card and runs only if you approve.
Xero case scope
Each Xero job is bound to a client and organisation, and identity is checked before any write; closing the case ends the scope.
Practice Manager client details sync
Compare client details between FEDIX and Xero Practice Manager, copy high-confidence values across, and undo if needed.
More integrations & research
MYOB reports
Connect to MYOB Business and download profit and loss, balance sheet, trial balance, GST or general ledger reports as PDF or Excel.
Gmail and Google Calendar
Opt in to let FediPilot search, read, draft and label Gmail and manage Google Calendar events.
Practice diary from chat
Read, create, update and cancel events on the practice calendar from chat.
Research from primary sources
FediPilot fetches ATO legal database provisions, rulings, case law and ASIC and Tax Practitioners Board pages, and lists its references, plus ATO exchange rates.
VideoUpdate from chat
Ask FediPilot whether you are up to date, and install an update from the chat.
Ask what is disconnected
FediPilot can tell you which connections are healthy and which are not.
Finds the right tool when needed
FediPilot discovers FEDIX and MYLEDGER tools on demand instead of loading them all, which keeps it quick and economical.
Plans for multi-part requests
For requests with several parts, FediPilot keeps a checklist and guards against leaving work half-done.
Practice operations from chat
FEDIX capabilities in chat
FediPilot reaches FEDIX practice capabilities from the chat through one connection, with retries and large results handled.
Keeps working if one connection fails
If the main FEDIX connection cannot authenticate, FediPilot falls back to your signed-in account for lookups such as clients, prefill, email, folders, notes and returns.
Client notes from chat
Create, read, update and delete client notes in FEDIX from the chat.
Create and update clients from chat
Create a client, update contact details or reassign a client to a staff member from the chat.
Tasks from chat
Create, update, assign, complete and delete tasks, set up recurring tasks and list your tasks.
Email clients with the right attachments
Draft client emails with attachments from the client's folder and send them after one approval.
See the real email before it goes
A review panel shows the exact email as it will be sent, with editable recipients, subject and body, and approves that exact version.
Team and shared mailbox email
Send team emails and reply from shared mailboxes from the chat.
Text clients from chat
Look up a client's mobile and send them an SMS after you approve it.
Invoices and quotes from chat
Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat.
Engagement letters and e-signature from chat
Send engagement letters, including co-signed ones, and send documents for signature from chat.
Document requests from chat
Prepare, review and send a document request to a client.
Diary time blocks
Block time in a staff member's diary for client work.
Lodgment deferrals
Record a lodgment deferral on a tax return, and list deferred returns.
ATO prefill from chat
Read a client's ATO prefill through FEDIX, sync it and add the client to your agent list if needed, showing the status.
VideoClear reasons when an action is declined
When a FEDIX authorisation is declined, FediPilot records it and explains why.
Practice operations menu
A menu of practice tasks that prepares a chat request for you to send, so you can see what FediPilot can do in FEDIX.
Entity changes and correspondents
Handle a client's change of entity type and find who to write to.
Find everything a client has sent
One request sweeps email and folders to find a client's sources.
No endless retries
FediPilot limits its requests to FEDIX and stops retrying when connections keep dropping.
Remembers the client file notes
FediPilot recalls the client's FEDIX notes, and how current they are, while working.
Bookkeeping & accounting
MYLEDGER data in chat
Reach ledger transactions, GST and BAS information in MYLEDGER from the FediPilot chat.
VideoMYLEDGER reports as files
Get the trial balance and MYLEDGER's own reports as files from the chat.
Confirm-then-apply ledger changes
Risky ledger changes, such as locking a period, deleting transactions, asset disposals, journal changes and ledger set-up, are previewed and confirmed before they apply.
BAS packages and practice BAS worklist
Build BAS packages, a practice-wide BAS worklist in Excel, working books and BAS summaries from coded transactions.
VideoStart AI coding in MYLEDGER
Start MYLEDGER AI coding jobs and read the coding suggestions, with comments explaining the coding.
Bank import safety checks
Before importing, FediPilot screens bank rows, finds near-duplicates, checks statement completeness and period coverage and maps the bank account.
Year-end checks
Check for year-end loose ends such as cash takings, start-up costs, unpaid invoices, depreciation and changeover issues.
VideoGST checks
Check GST error corrections, credits held pending a tax invoice and BAS G1 income.
VideoReviewer pack
Build a reviewer pack for a client: a workbook with where each figure came from and how current it is.
Secure share links from chat
Create a MYLEDGER secure share link for a document.
Division 7A checks
A Division 7A decision helper and evidence for stated advances surface loan-to-shareholder issues.
VideoBank statement to financial reports
In one run, FediPilot turns a bank statement or CSV into transactions, imports them to MYLEDGER, reconciles and produces financial reports for your review.
VideoWorkpaper agrees to the ledger
Compare the workpaper with the ledger and check that totals and attributions agree before sign-off.
VideoCrypto capital gains
Normalise crypto exchange CSVs, match transfers and calculate crypto capital gains into the workpaper.
VideoEmail & document sources
Search and read client email
Search email, read messages, list a client's emails and download attachments, without opening Outlook.
VideoClient cloud folders
Browse, download, create folders and upload to the client's cloud storage, and list their documents and folder sources.
Who is waiting on you
Find email threads where someone is waiting on a reply from you.
Email and prior returns read first
Workpapers are held back until email and the prior-year return have been read, and a nil income figure can never quietly switch off the related checks.
Right recipients for client email
Look up the right recipients and addresses for a client email.
Scan and categorise a client folder
Scan a client folder and categorise the documents, including GST documents.
ASIC, automations & follow-ups
ASIC annual reviews
FediPilot reads ASIC annual review emails, prepares branded client packages with the original statements and sends them after your review.
ASIC company address changes
Prepare, preview and reconcile an ASIC company address change, with a progress view, and send it only after your approval.
Scheduled automations
Local automations with preview, enable, pause, run now and history; the first assigns ATO jobs automatically.
Document follow-ups
Evidence-backed follow-up tasks per client for missing documents, with a list and actions.
My tasks
Your FEDIX tasks in FediPilot, with complete, waiting-for-client and snooze.
Daily brief
The first time you open FediPilot each day, one line summarises your outstanding tasks, with links to your tasks and a fuller brief.
Recurring document chasers
Recurring document follow-ups keep their schedule, history and your consent for reminders.
Voice & dictation
Voice input
Start and stop voice input, hold to talk or use a global shortcut, and the text goes into the chat.
VideoDictation in any app
A small background helper captures audio and the shortcut, so dictation works even when another app has focus.
VideoTranscription that knows tax terms
Speech is transcribed with accounting and tax vocabulary and inserted as polished text.
VideoCustom dictionary
A dictionary of your own words, such as client and staff names, with suggestions learned from your corrections.
Recording history and import
Keep a history of recordings, import external voice recordings to transcribe, and keep the audio even if you cancel.
Voice input tutorial
Open a short training video on voice input from the app.
VideoLearning, memory & skills
Explore and learn panel
An in-app catalogue of things to ask, with draft prompts and a voice shortcut.
Practice memory
A per-practice memory FediPilot can list, read, save and delete, shared across AI providers.
Manage memory and skills
Review, edit and apply memory and skill drafts from all sources in one place.
Corrections that stick
Feedback rules are extracted from your corrections and recalled in later sessions.
Research check for tax answers
After each answer, FediPilot checks whether research was required and acts if a tax answer was not grounded in sources.
VideoWorkflow skills
List, load, update and remove workflow skills, including official ones, from chat.
Learns your firm's usual treatments
FediPilot learns preferences such as GST treatment and workpaper habits for later work.
Memory in the official agent apps
The official Claude Code and Codex apps keep the same practice memory when used through FediPilot.
Built-in workflows
Accounting workflow skill
Run the full accounting workflow from engagement through to pre-lodgement review, starting at whatever stage the job is at.
VideoASIC annual review workflow
A ready-made workflow that prepares branded ASIC annual review correspondence for each company.
ATO job automation workflow
A workflow for editing the local automation that assigns ATO jobs.
Billing set-up workflow
A workflow that sets up your service catalogue, fixed fees, hourly billing and staff rates.
Document follow-up workflow
A workflow for managing evidence-backed document follow-ups for clients.
Client folder workflow
A workflow to locate, open, map or organise a client's folders.
LodgeiT workflow
A workflow that fills a return or BAS in LodgeiT and reads it back; you press Lodge.
Final review report workflow
Produce the client-facing review report only when the internal review has passed and nothing has changed since.
PDF bundle workflow
Convert workpapers into a PDF bundle.
Workpaper package workflow
Prepare or update the full workpaper package, including the Excel workpaper.
VideoSimple ledger workflow
A workflow for simple ledger clients: bank import, coding, GST, BAS figures and financial reports in MYLEDGER.
VideoMYOB reports workflow
A workflow to connect to MYOB and export the reports you need.
Practice BAS worklist workflow
Produce a practice-wide BAS worklist in Excel for a quarter.
Individual return request workflow
A cross-year completeness review and a client request email for an individual return.
Tax preparation workflow
Run the staged tax preparation workflow for a client, from documents to workpapers for review.
VideoProfessional document workflow
Format printable letters and reports with your practice branding.
Quality review workflow
Check generated workpapers for quality before they go to review.
Recurring task workflow
Manage recurring document tasks and their reminders.
Return review workflow
Review a prepared return against the source documents and produce a summary.
Folder scan workflow
Scan and categorise everything in a client folder.
Guided start
A guided workflow that asks what you need and takes you to the right next step.
Tax optimisation review
A tax optimisation review with references to ATO sources.
Tax research and advice workflow
Research contested tax questions from primary sources and draft advice for the accountant to review.
VideoXero accounting workflow
Review Xero statements and make authorised bookkeeping changes.
Xero Tax workflow
Prepare and validate a Xero Tax draft with read-back.
Practice Manager sync workflow
Sync client basics between FEDIX and Xero Practice Manager.
Verified skill bundle
The workflow skills shipped with FediPilot are checked against a manifest, so the skills you run are the ones that were reviewed.
Safety, approvals & reliability
One gate for every AI action
Every action FediPilot wants to take passes through one gate that decides whether it runs, asks you or is blocked.
Approval modes
Choose how much FediPilot asks before acting, from automatic to step by step; irreversible actions always ask.
Always confirm irreversible actions
Lodging, submitting, signing, declaring, sending outside the firm, payments and deleting real data always show an approval card, whatever the mode.
FediPilot cannot widen its own permissions
FediPilot is blocked from changing its own configuration and permission settings.
Identifier masking before the AI
Identifiers such as TFNs, ABNs, BSBs, card, licence and passport numbers, phone numbers and emails can be replaced with placeholders before text is sent to the AI model.
Instructions in emails are not obeyed
Text from emails and documents is treated as data, so instructions hidden in them are not followed.
No claims without evidence
Checks stop FediPilot claiming things it has not verified, such as a file being saved, a figure read back, a ledger agreeing or a field set.
Expired sign-ins renewed
If a sign-in expires during a job, FediPilot renews it once and retries, so it never mistakes an expired sign-in for "no data".
Retries for network blips
Temporary network errors are retried with increasing waits, and repeated failures pause retries, so a blip does not abort the job.
No orphaned background processes
FediPilot's background engine closes when the app closes, so nothing is left running holding a signed-in browser.
Self-managing assistant engine
FediPilot starts, restarts and cleans up its assistant engine by itself.
Updates never cut a job short
Before an update installs, running work is finished and new runs wait.
Parallel lanes when something is busy
When a resource or connection is held by another session, FediPilot takes a free lane instead of stopping.
Self-repair & feedback
Self-repair
When FediPilot detects a failure, it reproduces it, prepares a fix and validates it before offering it.
Workflow repairs
When a workflow goes wrong, FediPilot can correct the workflow skill rather than needing a code change.
Defects reach developers with evidence
Code defects are packaged with what is needed to reproduce them and sent to the development team.
Feedback on or off
Turn feedback sending on or off and see what happened to your feedback.
FediPilot notices wrong numbers
Built-in consistency checks notice when figures do not add up, verify fixes and roll back a fix that makes things worse.
Content-free usage insights
FediPilot sends content-free events about which features are used, so the team knows what to improve.
AI usage per job
Track AI usage for each request and see what a client job used.
Assistant status in plain words
See in plain words whether the assistant is working properly, with the technical log behind a button.
Real failures recorded once
When a connected service genuinely fails, FediPilot records one incident, not one per retry.
The desktop app & updates
A desktop app built for accountants
FediPilot is its own desktop app, built on a proven editor foundation and reshaped for accountants rather than developers.
Chat and approvals designed for accountants
The chat, agent workspace, approval cards, dictation and session labels are adjusted to behave the way accountants expect.
Self-contained desktop build
FediPilot is packaged as a self-contained desktop app that carries everything it needs.
Windows installer
FediPilot installs on Windows with a per-user installer that does not need administrator rights.
Update notifications
FediPilot checks for new versions and tells you when one is available, with a Check for Updates command.
Safe update installation
Updates are downloaded, verified and installed by a separate helper, with retries if something goes wrong.
Required updates
When a version is too old, FediPilot shows one card that installs the required update after you save your work.
Saved logins held by the operating system
Saved logins, such as for LodgeiT, are held in the operating system's secure store through a small helper.
Explore the FEDIX system
Find the workflow.
See the detail.
Practice management, client accounting and AI-assisted preparation. Explore the tools your team can put to work, one client job at a time.
34 workflows and feature guides
Practice management
FEDIX
Keep the client relationship, the admin and the work in one place.Explore the productEngagement & re-engagement
Prepare the engagement, obtain acceptance and bring returning clients into the next year.
Explore workflowOnboarding intake forms
Collect the information and documents needed to start the job.
Explore workflowQuotes, invoices & direct debit
Connect the agreed scope with invoicing, client-authorised direct debit and payment follow-up.
Explore workflowDocument e-signatures
Send documents for signing and retain the signed PDF and completion record.
Explore workflowSend tax returns / Beta
Send prepared returns for e-signature with the client and invoice matched, track the status and review the signed return before lodgement.
Explore workflowVOI / KYC / AML
Collect identity evidence, review extracted details and record your verification decision.
Explore workflowTax-return management
Track the work, due dates and status through the practice.
Explore workflowNotes & client history
Keep context with the client so the next team member can pick up the work.
Explore workflowJobs & task management
See the work in progress, responsibilities and what needs attention.
Explore workflowClient portal
Give clients a place to provide documents and complete their next steps.
Explore workflowATO data & status
Retrieve authorised prefill, income statements, activity statement history and lodgement status for review.
Explore workflowRelationships & group compliance
Map entity relationships and review outstanding ATO obligations, due dates and balances across the group.
Explore workflowDocuments & connected client folders
Link client records with configured SharePoint or Dropbox folder workflows.
Explore workflowOptional AI & email workflows
Explore document assistance and contextual email drafts under practice-selected review and sending controls.
Explore workflowSMS & reminders
Send individual messages, approve bulk SMS and configure reminder timing.
Explore workflowAccounting preparation
MYLEDGER
Move from raw records to the ledger, working papers and financial statements.Explore the productBank statement PDF to ledger
Bring PDFs, scanned statements and screenshots into a reviewable ledger.
Explore workflowPrior-year imports
Start from prior-year financial statements or a trial balance and review opening balances.
Explore workflowAI reconciliation
Review proposed transaction coding, matches and exceptions.
Explore workflowGST reconciliation
Compare the ledger with lodged BAS and investigate the differences.
Explore workflowATO account reconciliation
Reconcile ATO account records and the ledger with your review.
Explore workflowTaxable income reconciliation
Prepare the bridge between the accounts and the tax adjustments for review.
Explore workflowActivity statement reporting
Explore reviewed activity-statement reporting and supporting detail.
Explore workflowFinancial statements
Prepare a Special Purpose Financial Report with the statements your client needs.
Explore workflowWorking papers
Keep supporting schedules and reconciliations alongside the accounts.
Explore workflowPractice branding
Apply your practice identity to financial reporting.
Explore workflowReceipt matching
Upload receipts in bulk and review proposed transaction matches.
Explore workflowSegment reporting
Explore profit and loss by location, department or project.
Explore workflowATO benchmarks
Compare the business with relevant industry benchmarks.
Explore workflowGST coding
Explore GST coding suggestions and reconciliation workflows.
Explore workflowAI practice assistant
FediPilot
Download it from your Fedix dashboard once your trial has started; it runs on your own ChatGPT or Claude account. Direct preparation and keep accountant review.Explore the productMulti-entity client groups
Prepare with context across individuals, companies, trusts and the SMSF.
Explore workflowDocument-to-workpaper preparation
Organise sources and prepare structured working-paper drafts.
Explore workflowSupported draft-return filling
Carry preparation into supported tax-software workflows for accountant review.
Explore workflowGroup demonstration
Explore nine synthetic entities, source documents and group review items.
Explore workflowReview & open items
Keep missing evidence, conflicting figures and judgement questions visible.
Explore workflowIncluded in your subscription
Four weeks to put the system to work.
Data migration, practice setup, MYLEDGER training and a tailored plan for complex clients.Features
Explore Fedix features: MyLedger automated bookkeeping, ATO onboarding, bank reconciliation, and practice workflows.
Core Features
MyLedger: Turn messy inputs into reviewable, BAS/tax-ready outputs
Practice subscription
Practice Manager: Streamline practice operations and client management