Documentation

Documentation

Everything you need to get started with XIntelliSync AI, from quick setup guides to advanced customization and API integration.

209 Articles
Step-by-Step Guides
API Reference

Quick Start Guide

Get up and running in under 1 hour

1

Sign Up & Authentication

Create your XIntelliSync AI account and configure your workspace

2 minutes
Account Setup
Authentication Guide
Security Best Practices
2

Platform Overview

Understand the Business OS, analytics dashboard, and core features

10 minutes
Platform Tour
AI Agents Guide
Dashboard Navigation
3

First Integration

Connect your business systems and start getting AI insights

15 minutes
Integration Guide
Data Sources
Configuration Options
4

Advanced Features

Set up custom workflows, alerts, and advanced analytics

30 minutes
Custom Workflows
Alert Configuration
Advanced Analytics

Browse by Category

Getting Started

12 articles

Quick start guides and platform overview

Platform Overview
First Steps
Account Setup
Basic Configuration

AI Agents & Recipes

45 articles

Complete guide to 150 AI agents and 150 automation recipes

Agent Overview
Automation Recipes
Revenue Optimization
Custom Agents

Integrations

28 articles

Connect with 8 native integrations: Xero, QuickBooks, Shopify, Stripe Connect, and more

Accounting Software Integration
CRM Platform Sync
API Webhooks
Data Import

Analytics & Reporting

34 articles

Business intelligence, dashboards, and custom reports

Dashboard Setup
Custom Reports
KPI Tracking
Data Export

API Reference

67 articles

REST API docs for API Access add-on subscribers (+$297/mo)

Authentication
Endpoints
Rate Limits
Webhooks

Troubleshooting

23 articles

Common issues, solutions, and best practices

Connection Issues
Performance Tips
Error Codes
Support Contact

Step-by-Step Guides

Hands-on tutorials for common use cases

Setting Up Your First AI Agent

Activate and configure AI agents to handle invoicing, reconciliation, and reporting

15 minutesBeginner

Building Custom Revenue Reports

Create automated reports for revenue tracking and forecasting

20 minutesIntermediate

Connecting Your Accounting Software

Integrate XIntelliSync AI with Xero, MYOB, QuickBooks and other platforms

25 minutesIntermediate

Multi-Chain Automation Recipes

Chain 2-5 agents together for end-to-end business automation workflows

30 minutesAdvanced

Popular Articles

Most viewed and helpful documentation pages

1
How to Set Up Your First AI Agent
2
Understanding Revenue Attribution Analytics
3
Connecting to major accounting platforms
4
Setting Up Automated Alerts
5
Custom Dashboard Configuration
6
API Rate Limits and Best Practices

Developer Resources

API Reference

REST API documentation available with the API Access add-on (+$297/mo)

Integration Guides

Step-by-step guides for connecting accounting, CRM, and business platforms

Support Centre

Contact our team for setup help, troubleshooting, and account assistance