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FediPilot / AI practice assistant

Your expertise.
An AI team behind it.

Give FediPilot the preparation work. Bring connected clients, source documents, working papers and supported draft-return workflows together. Keep your team focused on the review.

FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training.

Explore a client group Arrange your setup
Client context Source documents AI preparation Your review

Inside the preparation

A whole client group.
One connected brief.

Companies. A trust. An SMSF. Five individuals. Explore the existing Callenbrook demonstration and see how each entity contributes to the group review.

FediPilot / Callenbrook Group / FY2025Synthetic case
One group. Connected preparation.
9 entities / 164 source documents

Select an entity

Trust / FY2025

Family Trust

Prepared for review

Distributions, beneficiary entitlements and the group position.

Entity working paperSummary of the existing demonstration
  1. 01

    Trust working paper prepared

  2. 02

    Distribution tie-out passed

  3. 03

    CGT source discrepancy needs review

The source documents contain conflicting CGT amounts. The discrepancy remains open for accountant review.

Source documents → preparation → accountant reviewRead the full case
Review is part of the workflow

The group reconciliation recorded four matched checks and one unresolved beneficiary exception. All names and documents in this example are synthetic.

See how the entities connect
Synthetic Callenbrook group relationship diagram, including beneficiary distributions and inter-entity loans

The original synthetic demonstration includes an unresolved minor-beneficiary exception. The diagram keeps that gap visible.

9entities through the workpaper pipeline
164source documents in the synthetic case
One grouprelationships and exceptions reviewed together
Explore the original case

RECORDED RUNS

See the work, start to finish.

Recorded runs on fictional clients. FediPilot files the source documents, prepares the working papers in Excel and, where the recording goes that far, saves a draft in the software your practice already uses. Every run ends with open items for the accountant. Nothing is lodged.

A trading company, from bank statements to the ledger and the return

4:34 · English narration and captions
FediPilot prepares
Imports the year of bank transactions into MyLedger, codes them with GST and reconciles the bank. MyLedger generates the activity statement and the financial statements. FediPilot then reconciles GST, PAYG withholding and super to the ATO records, posts your decisions in the ledger and saves a draft company return.
You review
You decide each difference it finds: a private purchase, a pay run missing from a lodged statement, late super and a capital purchase. The instalment credit and the tax rate stay with you before the return is finalised.

Accounts generated in: MyLedger demo file. Draft return saved in: LodgeiT sandbox file. Not lodged.

  1. A trading company, from bank statements to the ledger and the return4:34 · Selected
  2. Voice input: speak in any app and the text lands at your cursor1:59
  3. A nine-entity client group3:29
  4. Three rental properties3:21
  5. Shares, distributions and capital gains3:57
  6. A sole trader with one mixed bank account3:53
  7. Payroll and super at year end3:06
  8. A quarterly BAS from settlement reports2:37
  9. Crypto disposals and staking income3:13
  10. Fixed assets, a finance loan and the company return3:26
  11. A company year end from bank exports and invoices3:35
  12. A family trust and its distribution3:40

Recorded in FediPilot with fictional clients and synthetic records. The accountant reviews every draft, and final review and submission stay accountant-controlled in your own tax software. Supported workflows vary by integration and release. FediPilot is available to existing MYLEDGER or FEDIX users after training. Microsoft Excel, Xero and LodgeiT are trademarks of their respective owners, shown as software a practice may already use.

The work, end to end

Start with the brief.
Finish at the review.

The accountant gives the direction. FediPilot assists with preparation, keeps questions visible and brings the work back for judgement.

01

Understand the client

Confirm the client group, entities, year and scope. Keep the right context with every task.

02

Read the material

Organise the available statements, reports and supporting documents. Identify gaps in the evidence.

03

Prepare the workpapers

Bring the source material into structured working-paper drafts and supporting schedules.

04

Connect the group

Examine distributions, entitlements and related balances across the entities.

05

Assist with the draft return

Use supported filling workflows to carry preparation into the destination tax software.

06

Put your review first

Inspect the workpapers, resolve open items and review the destination return before submission.

The group case above demonstrates workpaper preparation and reconciliation. Draft-return filling is a separate supported workflow; it is not a claim that every form in that case was filled or lodged.

Made for the work accountants do

Go deeper than a chat.

Explore how client context, working papers and supported tax-return preparation fit together.

01

Client groups

Prepare the group, not isolated files.

Keep companies, trusts, individuals and the SMSF in one preparation context. Follow the relationships as well as the figures.
02

Working papers

From a folder of documents to work you can review.

Give the AI the preparation work. Keep the evidence, assumptions and final judgement in view.
03

Tax-return preparation

Carry the preparation into a draft return.

Supported assisted filling workflows help move reviewed preparation into the tax software. You inspect and approve the draft.

The review is the product

Show the evidence.
Keep the questions.

An unresolved source is something to investigate. FediPilot brings the preparation and the open items together, so your team can make an informed decision.

  • Inspect the source material alongside the preparation.
  • Keep missing documents and conflicting figures visible.
  • Review connected entities as a group.
  • Confirm the final draft in your tax software.
Synthetic loan agreement used in the FediPilot demonstrationInspect the source

Review question

Which entity lent the money?

The relationship changes the preparation. Keep the loan agreement and the group context together.

One FEDIX system

FediPilot works with your subscription.

FEDIX manages the client relationship and practice workflow. MYLEDGER prepares the accounts. FediPilot adds AI-assisted preparation across the work. There is no separate FediPilot subscription; AI usage uses subscription credits.

Firm: 899 AI credits per month. Ledger or Practice: 269 per month. Four weeks of onboarding are included, with a six-month initial term followed by month-to-month.

Explore FEDIX Explore MYLEDGER Explore included onboarding See plans and AI credits

Bring the work.
See what comes back.

Explore the preparation workflow with our team and find where it fits in your practice.

See FediPilot in action

FediPilot is available to existing MYLEDGER or FEDIX users after training. We personally arrange one-to-one communication, installation and training; supported workflows are confirmed during setup.