Professional Services · Time Billing · CRM Included · From $97/mo

The AI Business OS for Australian Professional Services. Bill More. Admin Less.

150+ AI agents handle your time-based invoicing, retainer management, CRM pipeline, BAS, and cash forecasting — so your billable hours stay billable.

Built for the consultant, agency principal, and firm owner who knows every hour spent on admin is an hour not billed to a client.

What XIntelliSync covers for Professional Services operators

Australian professional services businesses (consulting, advisory, engineering, architecture, marketing) operate under industry-specific licensing (engineers via Engineers Australia and state registration boards, architects via AACA and state boards), Professional Indemnity insurance requirements, the Professional, Scientific and Technical Services Award 2020, Director ID and ASIC corporate compliance, AASB 15 revenue recognition on services rendered, and the Independent Contractors Act 2006 for sub-contracted specialist labour. They face standard BAS, GST, super, STP Phase 2, and Personal Services Income (PSI) rules.

What Professional Services operators get on day one

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

Built-in CRM with lead capture, pipeline, and client health scoring — no separate HubSpot required
Milestone and retainer-based invoicing automated — invoice fires when it should, not when you remember
Professional Employees Award payroll — classification levels and overtime thresholds applied automatically
FBT tracking: company cars, entertainment, and employee benefits monitored throughout the year
ATO Industry Benchmark risk scoring for professional services — see your margins vs industry peers
Live in under 10 minutes — professional services configuration from day one

Your price

From $97/month

From $48.50 first month — no setup fee

Professional Services compliance. Built in — not bolted on.

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

Regulatory bodies tracked

ATO — GST and BAS

GST on all professional service fees, input tax credits, quarterly BAS

Fair Work Commission — Professional Employees Award 2020

Salary classification levels, overtime thresholds for professional staff

ATO — FBT obligations

Fringe Benefits Tax for company cars, entertainment, and employee benefits

Deadlines tracked automatically
BAS quarterly: 28 Oct / 28 Jan / 28 Apr / 28 Jul
Superannuation 12%: 28th after each quarter end
STP Phase 2 finalisation: 14 July
FBT return: 21 May annually
PAYG withholding: quarterly
Trust account audit (legal/financial): annually — tracked separately per firm type

The agents built for Professional Services

Run 24/7. No prompting. No babysitting.

Starter $97

Automated Invoice Generation

Milestone hit. Invoice sent. No delay.

Generates invoices on project milestone completion, retainer billing dates, or time-logged thresholds. Tax-compliant, GST-included, payment terms set.

Professional services firms lose 8–12% of revenue annually to invoicing lag and underbilling. This eliminates both.

Starter $97

Automated Invoice Follow-up

Professional reminders. Automated cadence. No awkward calls.

Sends payment reminders at day 7, 14, and 21 in a professional tone appropriate for B2B client relationships. Stops on payment received.

Professional services average debtor days: 52. With automated follow-up: under 28.

Starter $97

Automated Lead Capture

New enquiry hits your CRM before you finish the call.

Captures leads from web forms, email enquiries, and referral channels automatically into the CRM pipeline. Triggers a qualification sequence immediately.

Research shows sub-5-minute lead response increases conversion by up to 400% vs same-day follow-up — this agent contacts every new enquiry within 2 minutes of form submission.

Growth $297

Automated Cash Forecast Updates

Know your 90-day billing position from today.

Forecasts cash position daily from live bank data, confirmed retainer schedules, project milestones, and pipeline probability. Accounts for BAS and payroll upcoming.

Project-based revenue is lumpy. Daily forecasting makes every trough visible before it becomes a crisis.

Growth $297

Automated Contract Generation

Scope signed. Contract generated. No drafting from scratch.

Generates engagement letters and service agreements from pre-approved templates when a deal is marked as won in the CRM.

Eliminates the 2–5 day contract drafting gap that delays project kick-off.

Starter $97

Automated BAS Preparation

Quarterly BAS prepared from live billing data.

Aggregates GST collected on all professional service invoices, input tax credits on business expenses, and FBT obligations — producing a lodgement-ready BAS.

BAS prep time for professional services firms drops from 2 days to under 90 minutes.

The shift Professional Services operators make when they switch.

Before XIntelliSync
✕Invoices go out when you remember — often days after a milestone or at month end.
✕Your pipeline is in someone's head, a sticky note, and last week's email.
✕BAS means finding 3 months of receipts, client invoices, and bank statements.
✕FBT is something your accountant panics about in March every year.
✕You know your revenue. You don't know your utilisation rate, debtor days, or margin per client.
After XIntelliSync
Invoice fires on milestone completion or retainer date — automatically, every time.
CRM pipeline updated automatically as leads progress. One place. Real time.
BAS prepared from live billing and bank data. You review. Done.
FBT tracked throughout the year. No March panic. No missed obligations.
Live dashboard: utilisation rate, debtor days, margin per client — updated daily.

Every day an invoice is late is a day you're funding your client's business.

Professional services firms with 45-day average debtor terms and $1M revenue are effectively lending their clients $125K interest-free at any point. Automated invoicing and follow-up cuts that to $75K. That's $50K back in your operating account.

Your CRM should work harder than your best salesperson. It usually does nothing.

XIntelliSync includes a full CRM — lead capture, pipeline, client health scoring, and automated follow-up sequences. HubSpot Starter costs $90/month separately. XIntelliSync includes it in every plan.

Retainer clients should be your most profitable. They often aren't.

Retainer clients go over scope without escalation. Invoices go out on the 1st regardless of whether October had 60 billable hours or 20. XIntelliSync tracks retainer utilisation and flags over-delivery and under-billing automatically.

ATO benchmarks professional services firms harder than any other industry.

The ATO publishes gross margin and wage cost benchmarks for professional services by revenue band. If your numbers sit outside those bands, you're in the audit risk zone. XIntelliSync shows you your benchmark position monthly — before the ATO does.

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 Professional Services operators

Does XIntelliSync handle time-based and milestone billing for professional services?
Yes. XIntelliSync generates invoices on project milestones, retainer billing dates, and time-logged thresholds automatically. Retainer schedules are configured once and invoice automatically every billing cycle.
Does XIntelliSync include a CRM for professional services firms?
Yes. Every XIntelliSync plan includes a built-in CRM with lead capture, pipeline management, client health scoring, and automated follow-up sequences. This replaces HubSpot Starter ($90/month) for most professional services firms.
How does XIntelliSync handle BAS for professional services?
XIntelliSync aggregates GST collected on all professional service invoices, input tax credits on business expenses, and prepares a lodgement-ready quarterly BAS. Quarterly deadlines (28 Oct/Jan/Apr/Jul) are tracked and alerted automatically.
Does XIntelliSync track FBT obligations for professional services firms?
Yes. XIntelliSync tracks fringe benefit obligations — company cars, entertainment, and employee benefits — throughout the year and alerts before the FBT return deadline (21 May). Preparation is included; lodgement is via the ATO Business Portal.
Is XIntelliSync suitable for consulting firms, agencies, and advisory practices?
Yes. XIntelliSync is configured for any professional services business that bills by milestone, retainer, or time — management consultants, marketing agencies, financial advisers, HR consultants, IT service firms, and others.
How does XIntelliSync compare to Xero for professional services?
Xero records invoices. XIntelliSync generates them automatically and follows them up. Xero has no CRM. XIntelliSync includes one. Xero has no FBT tracking. XIntelliSync monitors it year-round. Same starting price — $97/month.
Does XIntelliSync handle contract generation for professional services?
Yes (Growth tier). XIntelliSync generates engagement letters and service agreements from pre-approved templates when a deal is marked as won in the CRM. Template customisation is done during onboarding.
What is the price of XIntelliSync for professional services firms?
Starter: $97/month (50 agents, first month $48.50). Growth: $297/month (100 agents, first month $148.50 — includes payroll, contract generation). Enterprise: $497/month (150+ agents, first month $248.50). No setup fees.

Related pages

Compliance regimes for Professional Services

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

BAS / GST / TPAR CompliancePrivacy Act / APP / NDBDirector ID / ASIC ComplianceAll 8 clusters in the Learn Centre

Your Professional Services OS. Live in under 10 minutes.

No setup fee. First month 50% off. Milestone invoicing, CRM pipeline, and BAS configured for your firm 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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