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Description
Fedix serves as a comprehensive cloud solution tailored for Australian accounting and tax firms, integrating practice management, accounting preparation, and a Windows desktop AI assistant. The Practice Manager component effectively oversees client records, job assignments, time tracking, billing processes, engagement letters, document collection, e-signatures, and communication efforts. MyLedger enhances functionality by importing bank statements and accounting data, employing AI to recommend coding for transactions and facilitating reconciliations, while also aiding in the preparation of GST and BAS submissions, and generating working papers and preliminary financial reports for accountants to review. It seamlessly connects with Xero and accommodates data imports from MYOB. FediPilot operates within recognized tax and accounting software, streamlining the organization of client files, and assisting in the preparation of workpapers and draft returns for further review. Although Fedix does not handle the submission of returns directly, it allows practitioners to examine their work before filing through designated lodgement software. Individual plans for Practice Manager and MyLedger can be purchased separately or as a bundle, and subscribers can gain beta access to FediPilot, expanding their operational capabilities. This innovative suite significantly enhances efficiency in managing accounting tasks and client interactions.
Description
Planning Data Hub serves as an online workspace designed specifically for builders, tradespeople, suppliers, developers, and property experts in the UK. Users can explore various opportunities by accessing data from planning applications, probate records, public contracts, and sold-property information. The platform allows for searching and filtering of records, enabling users to customize a feed that aligns with their business needs, review source details, and manage selected opportunities within a secure pipeline. For those opting for Professional and Elite plans, features such as AI-assisted letter drafting and collaborative shortlists are included, although all drafts must be reviewed by the customer prior to use. The availability and recency of data may vary depending on the source. The subscription model is structured to accommodate one business, with the Core plan providing access for one user, the Professional plan allowing three users, and the Elite plan catering to a maximum of five users. Pricing begins at £279 plus VAT each month, and prospective customers can find a product walkthrough on the website to better understand the features and functionality offered. This comprehensive service aims to streamline the business development process for professionals within the construction and property sectors.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
ChatGPT
Yes
Claude
Yes
Claude Code
Yes
Claude Duet
Yes
Claude for Legal
Yes
Dropbox
Yes
MYOB
Yes
Microsoft 365
Yes
Microsoft SharePoint
Yes
Microsoft Teams
Yes
Integrations
ChatGPT
No
Claude
No
Claude Code
No
Claude Duet
No
Claude for Legal
No
Dropbox
No
MYOB
No
Microsoft 365
No
Microsoft SharePoint
No
Microsoft Teams
No
Pricing Details
A$249/month
Ledger starts at A$249/month excluding GST (A$273.90 including GST) in the smallest practice-size band; the higher ATO-linked client or team-user count determines the band. Four onboarding sessions are included. A 14-day trial requires a payment method and converts automatically to a paid subscription unless canceled. After trial, a six-month initial term applies, then month-to-month; annual prepayment reduces the monthly price by 20%. Practice Manager starts at A$299/month; the Firm plan starts at A$399/month and bundles Practice Manager and MyLedger. All prices are Australian dollars, excluding GST.
Free Trial
Yes
Free Version
No
Pricing Details
£279 + VAT per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Tax7 R&D
Founded
2024
Country
Australia
Website
home.fedix.ai
Vendor Details
Company Name
Planning Data Hub
Founded
1997
Country
United Kingdom
Website
planningdatahub.uk
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Product Features
Sales Intelligence
CRM Integration
No
Data Cleaning
No
Data Enrichment
No
Data Import/Export
No
Data Mining
No
Data Verification
No
Email Integration
No
Lead Scoring
No
List Building
No
Performance Management
No
Pipeline Management
No
Predictive Modeling/Analytics
No
Prospecting Tools
No
Reporting/Analytics
No
Sales Forecasting
No
