Finance & Accounting · AFSL Tracked · CPD Monitored · From $97/mo

The AI Business OS for Australian Finance & Accounting Firms.

150+ AI agents handle AFSL compliance tracking, client billing, CPD monitoring, payroll, and BAS — so your firm advises clients, not itself on its own admin.

Built for the financial adviser, accountant, and firm principal who knows their practice needs the same operational discipline they prescribe to every client.

What XIntelliSync covers for Finance & Accounting operators

Australian finance, accounting, and bookkeeping businesses operate under the Tax Practitioners Board (TPB) registration regime for tax and BAS agents, AFSL / ACL holders under ASIC oversight, professional standards under AASB and APES 110, AUSTRAC AML / CTF Act 2006 obligations for designated services, ASIC reporting under the Corporations Act 2001, and the Banking, Finance and Insurance Award where applicable. They face Professional Indemnity insurance requirements, trust account audits, and standard BAS, GST, super, and STP Phase 2.

What Finance & Accounting operators get on day one

Every item below is included in your flat monthly subscription. No add-ons.

AFSL compliance obligation tracking — annual requirements, breach reporting alerts, responsible manager monitoring
TPB tax agent registration renewal tracked per practitioner — alert 90 days before expiry
Finance Industry Award 2020 payroll — salary classifications, overtime thresholds, PAYG applied correctly
Complex GST treatment: advice fees taxable, fund management input-taxed — BAS correct from day one
Client retainer and fee billing automated — invoice fires on delivery or schedule
Live in under 10 minutes — finance industry configuration from day one

Your price

From $97/month

From $48.50 first month — no setup fee

Finance & Accounting compliance. Built in — not bolted on.

AI agents track every deadline. You get an alert before it becomes a fine.

Regulatory bodies tracked

ASIC — Australian Financial Services Licence (AFSL)

Licence renewal, responsible manager obligations, compliance monitoring, breach reporting

Tax Practitioners Board (TPB)

Tax agent registration renewal, CPD requirements for registered tax agents

Fair Work Commission — Finance Industry Award 2020

Classification levels for financial services staff, overtime, allowances

ATO — GST and BAS

GST on financial advice fees, input-taxed financial services, FBT obligations

Deadlines tracked automatically
AFSL annual compliance obligations: ongoing, tracked by XIntelliSync
TPB tax agent registration renewal: triennial, tracked 90 days out
CPD requirements: annually per adviser/accountant, tracked per practitioner
BAS quarterly: 28 Oct / 28 Jan / 28 Apr / 28 Jul
Superannuation 12%: 28th after each quarter end
FBT return: 21 May annually

The agents built for Finance & Accounting

Run 24/7. No prompting. No babysitting.

Starter $97

Automated Tax Deadline Alerts

AFSL, TPB, CPD — every obligation tracked.

Monitors AFSL annual compliance obligations, TPB tax agent registration renewal dates, CPD hour requirements per practitioner, and all ATO deadlines. Alerts firm principal 60 days before each obligation.

An lapsed AFSL or TPB registration means immediate cessation of regulated services. XIntelliSync prevents it.

Starter $97

Automated Invoice Generation

Client advice fees invoiced on completion. Retainers on schedule.

Generates client invoices on advice delivery, plan completion, or retainer billing date. Tax-compliant, GST-applied where required, payment terms set.

Finance firms with automated fee billing collect advisory fees 21 days faster than firms billing manually.

Growth $297

Automated Payroll Processing

Finance Industry Award payroll. Every classification correct.

Processes payroll for financial services and admin staff under the Finance Industry Award 2020 — classification levels, overtime thresholds, and PAYG withholding.

Eliminates salary band misclassification errors for multi-staff advisory firms.

Starter $97

Automated BAS Preparation

Financial services GST treatment applied correctly — every quarter.

Handles the complex GST treatment of financial services: advice fees (taxable), fund management (input-taxed), and insurance (input-taxed) — preparing correct quarterly BAS.

Input-taxed financial services is the most mishandled GST category for finance firms. Pre-configured correctly by default.

The shift Finance & Accounting operators make when they switch.

Before XIntelliSync
✕AFSL compliance calendar is managed by whoever has it in their calendar reminder.
✕CPD hours for 8 advisers are tracked in 8 different spreadsheets maintained by each adviser.
✕Client advice fees are invoiced when billing admin gets to it — sometimes weeks after delivery.
✕GST treatment of financial services is something the firm's own accountant argues about annually.
✕FBT is a March surprise every year. No tracking throughout the year.
After XIntelliSync
AFSL obligations tracked and alerted automatically. Nothing missed. Nothing deferred.
CPD hours tracked per practitioner. Annual requirements monitored automatically.
Client fees invoiced on delivery. Retainer fees on schedule. Automatic.
Financial services GST treatment pre-configured correctly. BAS right from the first quarter.
FBT tracked year-round. Obligations visible. Return prepared before 21 May.

A lapsed AFSL means you cannot legally provide financial services. Immediately.

ASIC AFSL breaches are not discretionary. A lapsed licence, a missed responsible manager obligation, or an unreported breach triggers immediate regulatory action. XIntelliSync tracks every AFSL obligation and flags non-compliance before it becomes a breach.

Finance firms give cash flow advice. They often ignore their own.

Advisory firms with lumpy fee income, 45-day debtor terms, and quarterly BAS payments face the same cash flow risks as their clients. XIntelliSync tracks your own firm's cash position with the same discipline you apply to your clients' businesses.

Financial services GST is uniquely complex. Getting it wrong costs the firm.

Financial advisory fees attract GST. Fund management fees don't. Insurance commissions are input-taxed. Getting the wrong treatment on $2M of fee income creates a significant ATO liability. XIntelliSync pre-configures the correct treatment for each service type.

Your own practice is your hardest client to manage objectively.

Finance firms and accounting practices often have the least systematic internal controls of any business they advise. XIntelliSync gives your practice the same automated financial discipline you prescribe to every client.

One price. Everything included.

No setup fees. No per-agent charges. No per-employee add-ons.

Starter

$97/mo

First month $48.50

50 AI agents included

Most Popular

Growth

$297/mo

First month $148.50

100 AI agents included

Enterprise

$497/mo

First month $248.50

150 AI agents included

Common questions from Finance & Accounting operators

Does XIntelliSync track AFSL compliance obligations?
Yes. XIntelliSync tracks ASIC AFSL annual compliance obligations, responsible manager requirements, breach reporting schedules, and licence renewal dates — alerting your firm principal 60 days before each obligation.
Does XIntelliSync track TPB registration for accounting firms?
Yes. XIntelliSync tracks Tax Practitioners Board registration renewal dates per practitioner (renewal is triennial) and CPD requirement compliance per registered tax agent.
How does XIntelliSync handle GST for financial services firms?
XIntelliSync applies the correct GST treatment: financial advice fees are taxable (GST applies), fund management and insurance services are input-taxed (no GST, reduced input tax credits). BAS is prepared with the correct treatment pre-configured.
Does XIntelliSync handle Finance Industry Award payroll?
Yes. XIntelliSync processes payroll under the Finance Industry Award 2020 — including salary band classifications, overtime thresholds, and allowances. STP Phase 2 and super (12%) included in Growth tier.
Is XIntelliSync suitable for financial planning practices?
Yes. Financial planning practices use XIntelliSync for AFSL compliance tracking, adviser CPD monitoring, client fee billing, retainer management, and practice payroll.
Is XIntelliSync suitable for accounting firms?
Yes. Accounting practices use XIntelliSync for TPB registration tracking, staff CPD monitoring, client fee billing, trust accounting management, and BAS preparation for the practice itself.
Does XIntelliSync handle FBT tracking for finance firms?
Yes. XIntelliSync tracks fringe benefit obligations — company cars, client entertainment, and employee benefits — throughout the year. FBT return preparation is included; lodgement is via the ATO Business Portal.
What does XIntelliSync cost for finance and accounting firms?
Starter: $97/month (50 agents, first month $48.50). Growth: $297/month (100 agents, first month $148.50, includes payroll automation). Enterprise: $497/month (150+ agents, first month $248.50). No per-client fees.

Related pages

Compliance regimes for Finance & Accounting

The Learn Centre pillars covering the regulatory regimes most relevant to Finance & Accounting businesses. Each pillar tells you upfront what XIntelliSync prepares vs what stays your obligation.

Privacy Act / APP / NDBEssential 8 Cyber MitigationsDirector ID / ASIC ComplianceAll 8 clusters in the Learn Centre

Your Finance & Accounting OS. Live in under 10 minutes.

No setup fee. First month 50% off. AFSL tracking, CPD monitoring, and client billing configured for your practice in under 10 minutes.

The Trust Stack

34 compliance frameworks. Your data passes through every framework your industry is audited by.

Every AI action runs through 356 XGVS gates — BAS, STP Phase 2, GST, Payday Super, Privacy Act, Fair Work with 121 awards, Essential 8, and more. One gate fails, the action halts and tells you why.

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