Which XIntelliSync plan includes Automated Invoice PDF Delivery?

Automated Invoice PDF Delivery is available on the Starter plan ($97/mo AUD) and all higher tiers. It is included in the Starter plan — the most accessible entry point.

How does Automated Invoice PDF Delivery save time for Australian businesses?

Automated Invoice PDF Delivery runs automatically 24/7, saving an estimated 2+ hrs/week per week. That's 104 hours per year returned to higher-value work.

Can Automated Invoice PDF Delivery replace manual finance automation tasks?

Yes. Automated Invoice PDF Delivery is designed to automate the manual finance automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Invoice PDF Delivery need to work?

Automated Invoice PDF Delivery reads from Your accounting platform (Xero, MYOB, QuickBooks, Reckon, Sage), Your bank feed (read-only via Basiq — inbound reconciliation only), Your expense categories, tax codes, and approval thresholds. All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Invoice PDF Delivery?

Automated Invoice PDF Delivery is used most actively by Construction & Trades, Professional Services, Retail & E-commerce operators. Each has a different reason to run this agent — Progress claims, subcontractor invoices, variation tracking.

/Finance Automation

Finance AutomationStarter — $97/moActive 24/7

Automated Invoice PDF Delivery

Agent #4 of 150

Automated Invoice PDF Delivery — handled before you ask.

Generate and email professional PDF invoices automatically

What It Handles

Runs automatically 24/7 without manual input

Integrates with your existing business data

Flags exceptions for your review

Logs all actions for audit and compliance

How Automated Invoice PDF Delivery works in your business

Runs against your accounting layer and bank feed.

Reads invoices, expenses, payroll entries, and transactions as they land. Applies the rule set you configured. Logs every action for audit. Escalates exceptions to you by email or in-app. You review the 5% that need judgement, not the 95% that follow a pattern.

Before Automated Invoice PDF Delivery. After Automated Invoice PDF Delivery.

Before

You download a CSV, sort it in Excel, email it to the bookkeeper. Next month, you do it again. The quarter hits and you are still chasing receipts.

After

The agent acts when the transaction lands. You review exceptions once a week, not every line every day.

What Automated Invoice PDF Delivery reads

·Your accounting platform (Xero, MYOB, QuickBooks, Reckon, Sage)
·Your bank feed (read-only via Basiq — inbound reconciliation only)
·Your expense categories, tax codes, and approval thresholds

What Automated Invoice PDF Delivery produces

·Categorised transactions posted back to your accounting platform
·Exception queue for items that fail your rules
·Audit-ready activity log with timestamp and reasoning per action

Where Automated Invoice PDF Delivery fits

50 agents on Starter. The foundations — the tasks that should not cost you time.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Starter

Tier

from $97/mo AUD

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More Finance Automation Agents

Automated Bank Reconciliation Automated BAS Preparation Automated Budget vs Actual Alerts Automated Cash Forecast Updates Automated Cost Allocation Automated Deferred Revenue Tracking Automated Direct Deposit Scheduling Automated Duplicate Transaction Detection Automated Expense Categorization Automated Financial Statement Generation Automated Foreign Exchange Revaluation Automated GST Calculation Automated Intercompany Eliminations Automated Invoice Followup Automated Invoice Generation

Stop doing this manually.

2+ hrs/week saved per week. Starter plan. First month 50% off.