Understand the client
Confirm the client group, entities, year and scope. Keep the right context with every task.
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.
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
Select an entity
Trust / FY2025
Family Trust
Distributions, beneficiary entitlements and the group position.
Entity working paperSummary of the existing demonstration
- 01
Trust working paper prepared
- 02
Distribution tie-out passed
- 03
CGT source discrepancy needs review
The source documents contain conflicting CGT amounts. The discrepancy remains open for accountant review.
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
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 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.
Read the material
Organise the available statements, reports and supporting documents. Identify gaps in the evidence.
Prepare the workpapers
Bring the source material into structured working-paper drafts and supporting schedules.
Connect the group
Examine distributions, entitlements and related balances across the entities.
Assist with the draft return
Use supported filling workflows to carry preparation into the destination tax software.
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.
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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.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.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.
Inspect 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.
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 actionFediPilot 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.