7 Features · Documents & Files · From $97/mo

Documents, Contracts, Email Templates, File Manager, Data Export, Backup — Everything Filed.

Document management built into your business OS. Contracts, templates, exports, backups — stored where your business data lives. No Google Drive. No Dropbox.

Built for operators who need documents connected to their business — not operators who manage a file system as a second job.

Every feature. Every tier. All here.

7 features in this category — from Starter to Enterprise.

Enterprise

Contracts

Contract management with creation, versioning, expiry tracking, and renewal alerts. Link contracts to customers, suppliers, and projects.

Growth

Email Templates

Create and manage email templates for invoices, quotes, follow-ups, and campaigns. Merge fields pull from your CRM and customer data.

Growth

File Manager

Organised file storage with folders, search, and file type filtering. Attach files to invoices, customers, projects, and any business record.

Starter

Documents

Core document management — create, store, and organise business documents. Connected to customers, invoices, and projects for context.

Starter

Data Export

Export your business data in CSV, PDF, or Excel format. Export invoices, reports, customer lists, transaction histories — any data you need.

Starter

Data Backup

Automated data backup with point-in-time recovery. Your business data protected with encrypted backup infrastructure.

Starter

Trash Recovery

Deleted records recoverable from trash. Accidental deletions restored without data loss. Retention period configurable.

AI agents that run this for you

These agents work 24/7. No prompting. No supervision. Included in your plan.

Growth

Contract & Subscription Renewal Reminders

Sends subscription and contract renewal reminders on time — no silent lapses, no missed renewals.

Replaces $20/mo contract management tool

Starter

Document Auto-Filing & Organisation

Files and organises every document by type and date automatically — the folder that always knows where.

Replaces $30/mo document management tool

Multi-chain automation recipes

Each recipe chains 2–5 agents together in automated workflows. One trigger. Multiple actions. Zero manual steps.

Invoice Generation Pipeline

Starter
Invoice GenerationPDF DeliveryClient NotificationNotify

Invoice created → PDF generated → client notified → document stored. Complete document workflow in one trigger.

Financial Statement Generation

Growth
Financial Statement GenerationCash Forecast UpdatesNotify

Statements generated → forecasts updated → documents ready for export or board pack assembly.

The apps you're paying for separately

Add them up. Then look at what you'd pay with XIntelliSync.

Google Workspace

Docs + Drive + email · Per-user — team of 10 = $80/mo. No invoicing or business context.

$8/user

Dropbox Business

File storage + sharing · Per-user — team of 10 = $150/mo. No business process integration.

$15/user

PandaDoc

Contracts + e-signatures · Per-user — contracts only, no document management.

$35/user
Your current stack$58/mo
XIntelliSync (all included)
$97/mo

Save $-39/mo · $-468/year

What you get from $97/month

7 document features — documents, contracts, email templates, file manager, data export, backup, trash recovery
Documents connected to your business records — attach files to invoices, customers, projects, and any record
Contract management with versioning, expiry tracking, and automated renewal alerts
Email templates with merge fields pulling from your CRM and customer data
Data export in CSV, PDF, or Excel — any business data exportable on demand
Automated backup with point-in-time recovery — your data protected
Trash recovery for accidental deletions — no data loss from human error
No separate file storage tool. Documents live where your business data lives.

Connected across your entire business

This isn't a standalone module. It's connected to every other part of the OS.

When an invoice is generated, the PDF is stored as a document, attached to the customer record, and available in the client portal — automatically.
Contract renewal alerts can trigger CRM follow-up tasks, ensuring sales teams engage before contracts expire.
Data export pulls from any business system — invoicing, payroll, CRM, inventory — in one export action.

Two versions of your business. Choose one.

Before XIntelliSync

Google Drive for documents. Dropbox for file sharing. PandaDoc for contracts. None connected to your invoicing or CRM.
Contracts tracked in a spreadsheet. Renewal dates missed. Expired contracts discovered when the vendor calls.
Email templates saved in Gmail drafts or a shared doc. No merge fields. Copy-paste customer details every time.
Data exports require contacting support or running manual queries. No self-serve export capability.

After XIntelliSync

Documents stored where your business data lives. Attach files to invoices, customers, projects — context included.
Renewal Reminders agent monitors subscription and contract expiry dates and sends reminders before deadlines. No more silent lapses.
Email templates with merge fields — customer name, invoice number, amount due — pulled from your CRM automatically.
Export any business data on demand — CSV, PDF, or Excel. Self-serve, instant, no support ticket.

The reasons operators switch

Documents without business context are just files.

Google Drive stores files. Dropbox shares files. Neither knows that a document is attached to Invoice #4523 for Customer ABC. XIntelliSync documents are connected to your business records — context is built in.

Per-user file storage pricing scales with headcount.

Google Workspace at $8/user. Dropbox at $15/user. Team of 20 = $160-$300/mo just for file storage. XIntelliSync: $97/mo flat — documents, contracts, templates, exports, backups included.

Simple pricing. No hidden costs.

First month 50% off. No setup fees. Cancel anytime.

Starter

$97/mo

First month $48.50

50 AI agents

Most Popular

Growth

$297/mo

First month $148.50

100 AI agents

Enterprise

$497/mo

First month $248.50

150 AI agents

Common questions

How do documents connect to business records?+
Documents can be attached to any business record — invoices, customers, projects, suppliers. When you view a customer, their documents are there. When you view a project, its files are there.
Does XIntelliSync manage contracts?+
Yes. Enterprise tier includes contract management with creation, versioning, expiry tracking, and automated renewal alerts. Link contracts to customers, suppliers, and projects.
Can I export my data?+
Yes. Export any business data in CSV, PDF, or Excel format — invoices, reports, customer lists, transaction histories. Self-serve, on demand. Starter tier.
Is there automated backup?+
Yes. Automated data backup with encrypted backup infrastructure. Point-in-time recovery available. Starter tier.
How does trash recovery work?+
Deleted records go to trash and are recoverable within the retention period. Accidental deletions restored without data loss. Configurable retention. Starter tier.
Can I create email templates?+
Yes. Create templates with merge fields that pull from your CRM and customer data — names, amounts, dates, invoice numbers. Growth tier.
Is there per-user pricing?+
No. Flat monthly pricing: $97 Starter, $297 Growth, $497 Enterprise. Documents, exports, and backups included for your entire team.
What document features are on Starter?+
Starter ($97/mo) includes documents, data export, data backup, and trash recovery. Growth ($297/mo) adds email templates and file manager. Enterprise ($497/mo) adds contracts.

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No setup fee. First month 50% off. Documents connected to your business — not floating in a file system.

No setup fee · First month 50% off · Cancel anytime