Which XIntelliSync plan includes Automated Period Close?

Automated Period Close is available on the Growth plan ($297/mo AUD) and all higher tiers.

How does Automated Period Close save time for Australian businesses?

Automated Period Close 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 Period Close replace manual finance automation tasks?

Yes. Automated Period Close 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 Period Close need to work?

Automated Period Close 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 Period Close?

Automated Period Close 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 AutomationGrowth — $297/moActive 24/7

Automated Period Close

Agent #55 of 150

Automated Period Close — handled before you ask.

Automate month-end and year-end closing procedures

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 Period Close 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 Period Close. After Automated Period Close.

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 Period Close 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 Period Close 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 Period Close fits

100 agents on Growth. The foundations plus the proactive layer that watches your business.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Growth

Tier

from $297/mo AUD

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Stop doing this manually.

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