Agency operations, unified

Run your agency from a single platform

Work management, client portal, financials, real-time chat, and AI-powered insights — all in one place.

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Boards
Boards
Kanban, timeline & calendar views for managing all your tasks across projects.
Financials
Financials
End-of-month invoicing engine with Xero integration and P&L tracking.
Chat
Chat
Real-time channels, threads, file sharing, and team messaging.
Office
Office
Live presence, virtual rooms, guest lobbies, and organised meeting follow-up.
People Operations
People Operations
Role clarity, private business reviews, evidence controls, and human governance.
AI Insights
AI Insights
Smart project generation, anomaly detection, and AI recommendations.
AI Assistants
AI Assistants
Personal guidance and permission-scoped specialists for every department.
Time Tracking
Time Tracking
Weekly timesheets, timer, approvals, and utilization reports.
Client Portal
Client Portal
Client CRM, campaign insights, jobs, approvals, meetings, shared work, and billing.
Ad Spend
Ad Spend
Meta & Google Ads connections with spend syncing and budget management.
Automations
Automations
Trigger-action recipes, board event hooks, and workflow automation.
Banner Studio
Banner Studio
Design, animate, and publish HTML5 display ads at scale from one editor.
Briefs
Briefs
Template builder with 30+ field types, AI scoring, and automatic quote generation.
Admin & Roles
Admin & Roles
Custom roles, granular permissions, and 3-layer RBAC enforcement.
Boards
Boards
Kanban, timeline & calendar views for managing all your tasks across projects.
Financials
Financials
End-of-month invoicing engine with Xero integration and P&L tracking.
Chat
Chat
Real-time channels, threads, file sharing, and team messaging.
Office
Office
Live presence, virtual rooms, guest lobbies, and organised meeting follow-up.
People Operations
People Operations
Role clarity, private business reviews, evidence controls, and human governance.
AI Insights
AI Insights
Smart project generation, anomaly detection, and AI recommendations.
AI Assistants
AI Assistants
Personal guidance and permission-scoped specialists for every department.
Time Tracking
Time Tracking
Weekly timesheets, timer, approvals, and utilization reports.
Client Portal
Client Portal
Client CRM, campaign insights, jobs, approvals, meetings, shared work, and billing.
Ad Spend
Ad Spend
Meta & Google Ads connections with spend syncing and budget management.
Automations
Automations
Trigger-action recipes, board event hooks, and workflow automation.
Banner Studio
Banner Studio
Design, animate, and publish HTML5 display ads at scale from one editor.
Briefs
Briefs
Template builder with 30+ field types, AI scoring, and automatic quote generation.
Admin & Roles
Admin & Roles
Custom roles, granular permissions, and 3-layer RBAC enforcement.
Collaboration
Collaboration
Cross-functional teams working in sync across every project.
Reporting
Reporting
Real-time dashboards and KPIs across clients and campaigns.
Creative Production
Creative Production
Brief to delivery — assets, proofs, and approvals in one place.
Invoicing
Invoicing
End-of-month automation with Xero sync and audit trails.
Presentations
Presentations
Client-ready reports and campaign performance decks.
Campaign Strategy
Campaign Strategy
Plan, launch, and optimise paid media from one hub.
Data Insights
Data Insights
Visualise spend, revenue, and utilisation at a glance.
Team Culture
Team Culture
Chat, kudos, and real-time presence to keep teams connected.
Scale
Scale
From boutique to enterprise — infrastructure that grows with you.
AI Training
AI Training
Train your AI on your agency data — knowledge extraction, LoRA adapters, and edge inference.
Rate Cards
Rate Cards
Manage service pricing, fuzzy-match to Xero invoices, and power AI pricing queries.
Collaboration
Collaboration
Cross-functional teams working in sync across every project.
Reporting
Reporting
Real-time dashboards and KPIs across clients and campaigns.
Creative Production
Creative Production
Brief to delivery — assets, proofs, and approvals in one place.
Invoicing
Invoicing
End-of-month automation with Xero sync and audit trails.
Presentations
Presentations
Client-ready reports and campaign performance decks.
Campaign Strategy
Campaign Strategy
Plan, launch, and optimise paid media from one hub.
Data Insights
Data Insights
Visualise spend, revenue, and utilisation at a glance.
Team Culture
Team Culture
Chat, kudos, and real-time presence to keep teams connected.
Scale
Scale
From boutique to enterprise — infrastructure that grows with you.
AI Training
AI Training
Train your AI on your agency data — knowledge extraction, LoRA adapters, and edge inference.
Rate Cards
Rate Cards
Manage service pricing, fuzzy-match to Xero invoices, and power AI pricing queries.

Work Management

Monday.com-style boards with 20+ column types, Kanban, timeline, calendar and gallery views. Groups, subtasks, and real-time collaboration.

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Sprint Board
To Do
In Progress
Design
Done
✓

Financial Operations

Xero integration for invoices, expenses and P&L. End-of-month invoice generation, Meta and Google Ads spend tracking with budget management.

Learn more
Financial Overview
Feb 2026
Revenue
$84,320
+12.4%
Expenses
$32,180
-3.2%
Profit
$52,140
+18.7%
MarJunSepFeb

Real-Time Chat

Channels, DMs, threads, file sharing, emoji reactions, and presence indicators. Integrated with boards and tasks for seamless context.

Learn more
# design-team
4 online
SL
Sarah L.10:42 AM
Updated the hero mockup for Acme Corp — can someone review?
👍 2
👀 1
JK
James K.10:44 AM
Looks great! Love the new colour palette 🎨
MR
Maria R.10:45 AM
+1, sending to client for sign-off now

AI-Powered Insights

Conversational AI and anomaly analysis with visible CRM keyword search; semantic assistance is limited to approved agency-assistant contexts.

Learn more Meet governed assistants
AI
XeroFlow AI
3 alerts
What's our ad spend looking like for @Acme Corp this month?
AI
Acme Corp — February spend summary:
Meta Ads
$4,230
Google Ads
$2,810
⚠️ Meta CPC is 23% above target — recommend pausing underperforming ad sets.
Ask about clients, spend, tasks...

Client Portal

A permission-gated client workspace for CRM and leads, campaign measurement, jobs, briefs, approvals, meetings, shared files, and billing.

Learn more
Client Portal — Acme Corp
Pending Approvals
Homepage Hero Banner v3
Uploaded 2 hours ago
Approve
Revise
February Content Calendar
Uploaded yesterday
Approve
Revise
Invoice #1042 — $12,400
Due Mar 15, 2026
Paid
And so much more

Creative, briefs &automation tools

A full creative suite, brief-to-quote pipeline, resource management, and workflow automation — built into the same platform.

Banner Studio

Design, animate & publish
HTML5 ads at scale

Multi-format editor with GSAP animations, data feeds, dynamic creative optimization, AI copy assist, and one-click ad tag generation.

Banner Editor — 300×250
Layers
Headline
CTA Button
Logo
Background
Learn More
1.2s
Briefs & Proposals

Brief to quote pipeline

Template builder, AI scoring, field suggestions, and automatic Xero quote generation on approval.

Website Redesign Brief
In Review
Complete
Complete
Partial
AI Score: 82%
5 of 6 fields
Time & Resources

Timesheets & utilisation

Weekly time logging, task-level tracking, approval workflows, and team utilisation reports.

Week of Feb 24
Approved
M
T
W
T
F
Total: 36.5h
2 projects
Automations

Trigger-action recipes

Board events, email hooks, status changes, and notifications — all automated.

Status changed to Done
Notify assignee + move to Archive group
Client approves proof
Email team + update board status
Due date passes
Escalate to manager + flag overdue
Admin & Roles

Granular permissions & custom roles

15 built-in roles, custom role builder, and 3-layer enforcement across server middleware, route middleware, and sidebar gating.

Role Matrix
15 roles
OwnerAll access
AdminManage users
Creative LeadBriefs + studio
First-party measurement

Measure every consented enquiry from site to ad platform

Connect client websites, capture consented first-party events, and manage server-side conversion delivery to Google and Meta from one agency workspace.

  • Consent-aware collection

    Collect the event classes each visitor has approved, with clear privacy controls.

  • Multi-account connections

    Attach separate Google and Meta profiles across every client in the agency.

  • Governed server delivery

    Map exact conversion destinations and validate providers before live delivery.

  • Approvals and audit trails

    Versioned configuration, privacy approval, evidence, and controlled activation.

Explore advertising operations

Measurement control

Client conversion pipeline

Consent-gated

  1. Collect consented site events

    01

    Page, engagement and enquiry signals

  2. Apply policy and approvals

    02

    Consent, destination and evidence gates

  3. Deliver approved conversions

    03

    Controlled Google and Meta destinations

Google

Data Manager & enhanced conversions

Meta

Conversions API delivery

Connects to the tools you already use

Native integrations with your accounting, ad platforms, and infrastructure.

Xero
Meta Ads
Google Ads
TikTok
Cloudflare
Resend
Your team, empowered

Built for agenciesin the modern era

Every role gets a tailored experience — from campaign management to financial oversight.

Account Manager
Client ops

Account Manager

Manage client relationships, track project progress across boards, and keep deliverables on schedule with real-time updates.

Media Buyer
Ad spend

Media Buyer

Monitor Meta and Google Ads performance, track campaign budgets, and catch anomalies before they impact ROI.

Finance Manager
Financials

Finance Manager

Xero-integrated invoicing, end-of-month automation, cashflow forecasting, and profit & loss at a glance.

Creative Producer
Production

Creative Producer

Brief-to-delivery workflows, approval pipelines, asset galleries, and time tracking — all connected to your boards.

Agency Owner
Overview

Agency Owner

AI-powered dashboards, team utilization insights, cross-client reporting, and proactive anomaly detection.

For agencies

Manage your operations

Boards, clients, projects & financials

Sign In
For clients

Run your client workspace

CRM, campaigns, shared work & billing

Client Portal
XF

Ready to streamline your agency?

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