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The invoice and the signing request, from the chat

Fedix Shorts - 21 seconds - published 25 October 2026

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Can I create the invoice and signing request from the chat?

You ask in the chat. FediPilot creates the invoice, and prepares the document for signature. Then it drafts the client email, with the invoice attached. Nothing is sent until you approve it.

Transcript

You ask in the chat. FediPilot creates the invoice, and prepares the document for signature. Then it drafts the client email, with the invoice attached. Nothing is sent until you approve 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 features: Create and search invoices, create quotes and time entries, and set up the practice billing profile from chat. Send engagement letters, including co-signed ones, and send documents for signature from chat.
  • FediPilot recordings: Nothing is sent until you approve it.

Last reviewed 25 October 2026.

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Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.

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