The messy client folder: FediPilot files it for you
Fedix Shorts - 29 seconds - published 25 October 2026
How does FediPilot deal with badly named client files?
FediPilot opens every file a client sent, whatever its name, works out what each one is and moves it into the practice's standard folders. It pulls attachments out of emails and sets an identical duplicate aside. Files are moved, not deleted, and the accountant checks the folders before work starts.
Transcript
Clients never name their files properly. FediPilot opens every one and works out what it is. Then it files each one in your standard folders. An attachment buried in an email? It pulls it out. Two identical invoices? It checks they match, and sets the copy aside. Files are moved, not deleted, and you check the folders before work starts. 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: Opens every file a client sent, whatever its name, works out what each one is, and moves it into the practice's standard folders for the year. The files are moved, not deleted.
Last reviewed 25 October 2026.
