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The quarter, then the client email

Fedix Shorts - 25 seconds - published 25 October 2026

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What does FediPilot do with a BAS quarter, start to finish?

The quarter's settlement reports are bridged to the bank. GST is reconciled, and a draft statement is saved in MyLedger, not lodged. Then FediPilot issues the invoice, and drafts the email with the payment link. Nothing goes until you send it.

Transcript

The quarter's settlement reports are bridged to the bank. GST is reconciled, and a draft statement is saved in MyLedger, not lodged. Then FediPilot issues the invoice, and drafts the email with the payment link. Nothing goes until you send it. Try it free at home dot fedix dot ai.

The clients, names and files shown in the video are fictional. FediPilot prepares the work; the accountant reviews it.

Sources

  • Fedix home page: The 14-day free trial offer and "Nothing is lodged without your approval."
  • FediPilot recordings: Bridges marketplace settlement reports to the bank, counts re-sent files once, reconciles GST in an Excel working paper with live formulas and saves a draft activity statement. Nothing is sent until you approve it.
  • FediPilot features: Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat. Draft client emails with attachments from the client's folder and send them after one approval.

Last reviewed 25 October 2026.

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