Creativity meets operations

Unlock your agency'screative potential

XeroFlow eliminates operational friction so your team can focus on what they do best — creative work that moves the needle.

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Three pillars of creative enablement

Every feature in XeroFlow is designed to remove friction and give your creative team more room to breathe.

Visual Workflows

Kanban, timeline, calendar, and gallery views let creative teams see work their way. Switch perspectives in a click — from big picture to granular detail.

Real-Time Collaboration

Chat, threads, @mentions, and presence indicators keep feedback loops instant. No more waiting on email chains or losing context across tools.

AI-Powered Insights

Anomaly detection, proactive recommendations, and semantic search surface what matters before you even think to ask. Your AI co-pilot for operations.

Creative Review

Creative review workflows

Client portal approvals, gallery view for visual assets, and version tracking. Your clients see exactly what they need to — and nothing they don't.

  • Client portal with approval workflows
  • Gallery view for visual asset review
  • Version tracking and revision history
  • Permission-gated access per client
Gallery — Campaign Assets
3 approved·2 pending review
Intelligent Automation

Automate the busywork

Automate status updates, deadline reminders, and assignment routing so creatives don't context-switch. The system handles the logistics — your team handles the craft.

  • Trigger-action automation recipes
  • Automatic status and assignment updates
  • Deadline reminders and escalation
  • Board event notifications to chat
Automation Recipes
When status changes to "In Review"
Notify client via portal
Active
When deadline is 24h away
Send reminder to assignee
Active
When task is created in "Design"
Auto-assign to creative lead
Active
Financial Clarity

No more surprise overruns

Know budgets in real-time with ad spend tracking, P&L dashboards, and EOM invoicing. Creative teams can push boundaries when they know exactly where the numbers stand.

  • Meta & Google Ads spend tracking
  • Xero-integrated P&L dashboards
  • End-of-month invoice generation
  • Budget alerts and anomaly detection
Budget Overview
Feb 2026
Ad Spend
$18,420
72% of budget
Revenue
$84,320
+12.4%
Margin
62%
On target
$0$18,420 / $25,600$25.6K
5
Board Views
Kanban, table, timeline, calendar, gallery
20+
Column Types
Status, people, date, formula, and more
8
AI Analyzers
Proactive anomaly detection and recommendations
Unlimited Clients
No per-seat limits on client portal access
Built for every role

How your team benefits

From creative direction to media buying, every role gets the tools they need to do their best work.

Creative Director

See all projects at a glance with timeline and gallery views. Track creative output across campaigns and keep quality consistent with approval workflows.

Account Manager

Keep clients in the loop with portal approvals and real-time notifications. Manage briefs, deliverables, and feedback from a single interface.

Media Buyer

Track Meta and Google Ads spend with real-time budget alerts. AI anomaly detection catches overspend and performance drops before they impact ROI.

Producer

Manage timelines, budgets, and resources from a single board. Time tracking, deadline automations, and EOM invoicing keep production on rails.

XF

Ready to superchargeyour creative output?

Join agencies that ship faster, collaborate better, and spend less time on operations.

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