8 Features · Reports & Audit · From $97/mo

Reports Hub, Report Builder, Activity Log, Audit Trail, Search, Notifications — Every Action Tracked.

Built-in reporting and audit trail across your entire business. Reports generated from real data. Every change logged. Every action searchable.

Built for operators who need to know what happened, when, and by whom — without running a separate audit tool.

Every feature. Every tier. All here.

8 features in this category — from Starter to Enterprise.

Enterprise

Report Builder

Custom report builder with drag-and-drop fields, filters, grouping, and calculated columns. Build reports from any data in the OS — invoicing, payroll, CRM, inventory.

Enterprise

Audit Logs

Enterprise audit logging with detailed change tracking, IP addresses, timestamps, and user identification. Compliance-grade audit trail for regulated industries.

Starter

Reports Hub

Central reporting dashboard with pre-built reports — financial summaries, sales reports, payroll reports, inventory reports, and more. One place for all your numbers.

Starter

Activity Log

Track all user activity across the OS — who created, edited, or deleted records, when, and what changed. Transparent operations.

Starter

Audit Trail

Record-level audit trail showing the full history of changes to any business record. See who changed what and when.

Starter

Global search across your entire business — invoices, customers, products, documents, transactions. Find anything in seconds.

Starter

Notifications

In-app and email notifications for business events — invoice payments, task assignments, approval requests, agent completions, and alerts.

Starter

Comments

Comment on any business record — invoices, tasks, projects, customers. Team communication in context, attached to the record it relates to.

AI agents that run this for you

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

Growth

Monthly Executive Summary

Generates the monthly executive summary with key metrics and insights — the one-page view the CEO reads first, built automatically.

Replaces $30/mo reporting tool

Growth

Weekly KPI Report

Compiles weekly KPI reports from your business data — revenue, expenses, cash flow, pipeline, and custom metrics. Delivered automatically.

Replaces $20/mo KPI dashboard

Growth

Weekly Payroll Report

Generates weekly payroll summaries — wages paid, super obligations, PAYG withholding, and leave balances. Ready for review.

Replaces $15/mo payroll reporting

Multi-chain automation recipes

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

KPI Report & Goals

Growth

Weekly KPI ReportGoal Progress TrackerAction PrioritizationNotify

KPIs compiled → goals tracked → actions prioritised → weekly intelligence delivered.

Board Pack & Benchmarks

Enterprise

Financial Statement GenerationCash Flow ForecastBenchmark ComparatorNotify

Financials generated → forecasts updated → benchmarked against industry → board pack assembled.

The apps you're paying for separately

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

Fathom

Financial reporting · Connects to Xero/MYOB — financial reports only

$59

Spotlight Reporting

Financial dashboards · AU-focused — requires Xero/MYOB base

$99

Vizable

Custom reporting · Per-user — limited to data visualisation

$25/user

Your current stack$183/mo

XIntelliSync (all included)

$97/mo

Save $86/mo · $1032/year

What you get from $97/month

8 reporting and audit features — reports hub, custom builder, activity log, audit trail, search, notifications, comments

Reports generated from real business data — invoicing, payroll, CRM, inventory. No data imports needed.

Custom Report Builder lets you build reports from any data in the OS — drag-and-drop fields, filters, calculated columns

Activity log tracks every user action. Audit trail shows the full history of every record change.

Global search finds anything across your entire business in seconds — invoices, customers, products, transactions

In-app and email notifications keep your team informed of business events without checking the app

Comments on any record — invoices, tasks, projects. Team communication in context.

No separate reporting tool. Reports built from the data that already lives in your OS.

Connected across your entire business

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

Reports pull from every system — invoicing totals, payroll costs, CRM pipeline, inventory values. One report covers your entire business.

Activity log captures changes across all systems. A price change on a product, a deal stage update, a payroll adjustment — all logged.

Notifications trigger from any business event — invoice paid, agent completed, budget exceeded, deal closed. Cross-system alerts.

Two versions of your business. Choose one.

Before XIntelliSync

Fathom for financial reports. A spreadsheet for custom reports. No audit trail across all systems.

Report generation is a manual process — pull data from Xero, format in Excel, email to stakeholders.

Audit trail exists in accounting but not in CRM, inventory, or project management. No cross-system visibility.

Global search does not exist across your business tools. Finding an invoice means remembering which app it is in.

After XIntelliSync

Reports Hub with pre-built and custom reports — all from your real business data. No data imports.

Report Generation agent delivers reports on schedule. Weekly KPI, payroll, and financial reports automated.

Audit trail across every business system — invoicing, CRM, payroll, inventory. Every change tracked, every action logged.

Global search across your entire business. Find any invoice, customer, product, or transaction in seconds.

The reasons operators switch

Reports without real-time data are history lessons.

Fathom syncs from Xero periodically. Spotlight pulls snapshots. XIntelliSync reports are generated from live business data — every transaction, every change, every update reflected immediately.

Audit trails should cover your entire business.

Xero has an audit trail for accounting. But who changed that customer record? Who deleted that task? Who modified that purchase order? XIntelliSync tracks every action across every system.

Simple pricing. No hidden costs.

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

Starter

$97/mo

First month $48.50

50 AI agents

Common questions

What reports are pre-built?+

Financial summaries, P&L, balance sheet, cash flow, sales reports, payroll summaries, inventory reports, and more. All generated from your live business data.

Can I build custom reports?+

Yes. Enterprise Report Builder lets you select any data in the OS, apply filters, group results, and add calculated columns. Drag-and-drop interface. Enterprise tier.

How does the audit trail work?+

Every change to every business record is logged with who made the change, when, and what changed. Starter tier includes record-level audit trail. Enterprise adds compliance-grade audit logs with IP tracking.

Does search work across everything?+

Yes. Global search covers invoices, customers, products, documents, transactions, projects, and more. Type anything, find it across your entire business. Starter tier.

Is there per-user pricing?+

No. Flat monthly pricing: $97 Starter, $297 Growth, $497 Enterprise. Reports, audit trail, and search included for your entire team.

How do notifications work?+

In-app and email notifications for business events — invoice payments, task assignments, approval requests, agent completions, budget alerts. Configurable per event type. Starter tier.

Can I comment on business records?+

Yes. Comment on any record — invoices, tasks, projects, customers. Team discussion happens in context, attached to the record it relates to. Starter tier.

What reporting features are on Starter?+

Starter ($97/mo) includes Reports Hub, activity log, audit trail, search, notifications, and comments. Growth adds automated KPI and payroll reports. Enterprise adds custom Report Builder and compliance audit logs.

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No setup fee. First month 50% off. Every action tracked. Every report generated from real data.

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