Which XIntelliSync plan includes Automated Quarterly Board Pack?

Automated Quarterly Board Pack is available on the Enterprise plan ($497/mo AUD) and all higher tiers.

How does Automated Quarterly Board Pack save time for Australian businesses?

Automated Quarterly Board Pack 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 Quarterly Board Pack replace manual reporting automation tasks?

Yes. Automated Quarterly Board Pack is designed to automate the manual reporting automation tasks that consume time without building your business. It integrates with your existing data and runs without prompting.

What data does Automated Quarterly Board Pack need to work?

Automated Quarterly Board Pack reads from Your reporting templates, periods, and stakeholder distribution list, Your approval workflow and review chain, Every upstream agent's data (finance, operations, CRM, analytics). All reads are scoped to your business. The agent never exports your data to third parties.

Which Australian industries benefit most from Automated Quarterly Board Pack?

Automated Quarterly Board Pack is used most actively by Professional Services, Finance & Advisory, Manufacturing operators. Each has a different reason to run this agent — Client reporting, partner financials.

/Reporting Automation

Reporting AutomationEnterprise — $497/moActive 24/7

Automated Quarterly Board Pack

Agent #131 of 150

Automated Quarterly Board Pack — handled before you ask.

Generate comprehensive quarterly board reports

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 Quarterly Board Pack works in your business

Composes the reports you used to write manually — board packs, management accounts, compliance summaries.

Uses your own data. Applies your formatting and approval workflow. Updates without your prompting. Delivers on the cadence you configured — month-end, quarter-end, on-demand for a specific stakeholder.

Before Automated Quarterly Board Pack. After Automated Quarterly Board Pack.

Before

It is week 1 of month-end. You are assembling the report from six tabs again.

After

Month-end opens with the report already drafted. You approve and send.

What Automated Quarterly Board Pack reads

·Your reporting templates, periods, and stakeholder distribution list
·Your approval workflow and review chain
·Every upstream agent's data (finance, operations, CRM, analytics)

What Automated Quarterly Board Pack produces

·Scheduled reports delivered on the cadence you configured
·Draft reports in your inbox for founder review before sending
·Export-ready compliance summaries prepared for your accountant

Where Automated Quarterly Board Pack fits

150 agents on Enterprise. The full stack — foundations, proactive, and strategic decision support.

2+ hrs/week

Time Saved

per week, on average

24/7

Runs

no prompts needed

Enterprise

Tier

from $497/mo AUD

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Stop doing this manually.

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