Agency operations, unified

Run your agencyfrom 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.
AI Insights
AI Insights
Smart project generation, anomaly detection, and AI recommendations.
Time Tracking
Time Tracking
Weekly timesheets, timer, approvals, and utilization reports.
Client Portal
Client Portal
Client-facing approvals, invoices, deliverables, and project updates.
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.
AI Insights
AI Insights
Smart project generation, anomaly detection, and AI recommendations.
Time Tracking
Time Tracking
Weekly timesheets, timer, approvals, and utilization reports.
Client Portal
Client Portal
Client-facing approvals, invoices, deliverables, and project updates.
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.

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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.

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# 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

Groq-powered chat with @entity mentions, anomaly detection across 8 analyzers, semantic search, and proactive recommendations.

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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

Dedicated portal for your clients to view projects, approve work, access invoices and browse the creative gallery — all permission-gated.

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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

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

View your projects

Approvals, invoices & deliverables

Client Portal
XF

Ready to streamlineyour agency?

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