Start with the source
Collect the client documents in the right entity and year. Bank statements, rental statements, investment records and prior-year material provide the starting point.
FediPilot / 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.
FediPilot is available to download for Windows from your Fedix dashboard once you have subscribed, and runs on your own ChatGPT or Claude account. Training sessions are included and bookable; they are not a precondition.
Synthetic source document from the existing Callenbrook demonstration.
How the work moves.
The useful output is the working paper, not a confident chat message. FediPilot helps organise source documents and prepare structured drafts for the accountant to inspect, question and refine.
Prepare the schedules
Use AI-assisted preparation for supported rental, investment, depreciation and other working-paper tasks. Keep calculations connected to the available source evidence.
Make uncertainty visible
Show missing records, conflicting source figures and matters requiring professional judgement as open items. Do not turn an unanswered question into a final amount.
Review and refine
Inspect the draft, ask follow-up questions and confirm the treatment. Your team decides when the preparation is ready to progress.
RECORDED RUN
Watch this workflow on a fictional client.
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.
Three rental properties
3:21 · English narration- FediPilot prepares
- Reads the emails and attachments, files them by property, works out each owner share, builds the rental working paper in Excel with live formulas and saves a draft individual return.
- You review
- You decide the judgement calls, such as how a private loan redraw affects the interest claim. Depreciation and insurance evidence stay open until you confirm them.
Draft saved in: LodgeiT sandbox file. Not lodged.
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 downloaded from your Fedix dashboard once you have subscribed. Microsoft Excel, Xero and LodgeiT are trademarks of their respective owners, shown as software a practice may already use.
Where it fits
Built around accountant work.
Use the AI for preparation and retain your professional judgement. Supported capabilities vary by release and integration.
- Rental income and expenses
- Investment and capital gains preparation
- Depreciation schedules
- Company and trust preparation
- Group review packs and outstanding questions
Keep the work connected.
FediPilot is available to download for Windows from your Fedix dashboard once you have subscribed, and runs on your own ChatGPT or Claude account. Training sessions are included and bookable; they are not a precondition. No independent FediPilot subscription. Final review and submission remain accountant-controlled.