From boards and briefs to invoices and AI — every tool your team needs, connected.
Boards, tasks, and workflows
Monday-style boards with 20+ column types — status, people, date, numbers, formulas, and more.
Drag-and-drop Kanban boards grouped by any status column with real-time updates.
Gantt-style timeline with date range bars, drag-to-reschedule, and dependency tracking.
Monthly calendar with task cards, drag-to-reschedule, and date-based filtering.
Visual grid of tasks with file previews — perfect for creative review workflows.
Spreadsheet-style table with sortable columns, inline editing, and bulk actions.
Organize tasks into collapsible groups with nested subtasks for complex projects.
Save board configurations as templates. Spin up new projects in seconds.
Live updates via SSE and Durable Objects — see changes from teammates instantly.
Contacts, pipeline, scoring, and quotes
A full contact and company database with linked relationships, a complete activity timeline, attached documents, and a logged history of every email, call, and note.
Track opportunities through customisable stages on a drag-and-drop board, with weighted, stage-based revenue forecasting that shows what is likely to close.
Assign tasks with due dates and reminders against any contact or deal. A unified activity timeline captures every touchpoint automatically.
Deterministic lead grading from engagement, recency, and fit signals — so reps always know which leads are hot and which are going cold.
Pipeline analytics, conversion funnels, weighted revenue forecasts, and a rep leaderboard — the numbers that run your sales review.
Save any filtered, sorted view of contacts or deals and switch between them in one click. Export any view to CSV for reporting.
Automatic duplicate detection across contacts and companies, with a safe side-by-side merge that preserves every linked activity and note.
Turn an opportunity's line items into a quote in one click — atomic, race-safe, sequentially numbered, and ready to push to Xero.
HTML5 ad design, animation, and production
Turn uploaded artwork into editable animated banner drafts, with layers, a properties panel, drag-to-position, and multi-format support.
GSAP-powered keyframe timeline with entry/exit animations, easing curves, and motion paths.
SVG-based motion path editor with draggable waypoints, curviness control, and auto-rotate.
Export to PNG/JPG at 1x/2x via headless Chromium, or animated GIF with configurable FPS.
MP4 video export with frame-by-frame GSAP capture and ffmpeg encoding.
Publish with stable CDN URLs. Generate iframe, JavaScript, and AMPHTML tags with tracking pixels.
Define brand colours, fonts, and logos. Apply across projects with one click and undo support.
Save designs as templates. Browse a categorised gallery with search, tags, and usage tracking.
Upload CSV/JSON feeds, bind columns to layers, and auto-generate per-row banner variants at scale.
Google Fonts, custom font upload, pixel grid, snap-to-grid, smart guides, and layer alignment tools.
AI text-to-image generation, layer editing & decomposition, copy suggestions, URL-to-banner, auto-resize, and image recommendations.
Multi-user editing with live cursors, soft layer locking, presence indicators, and version history.
Plan, compose, and publish organic social
A single calendar hub for every organic post — colour-coded by status, click any day to compose.
Group posts into campaigns on a production-pipeline board, then let AI draft a whole week of content from a brief — every draft editable, nothing publishes without you.
Filter an aggregated industry news feed by client fit, rewrite with AI, and route selected stories into approval-safe publishing — informed only by reviewed client guidance.
Author once, customise per network. Publish to Facebook, Instagram, LinkedIn, TikTok, YouTube, and Google Business with live per-network previews.
Publish now, schedule for later, or drop into recurring optimal posting slots — dispatched reliably with idempotent, partial-success-aware publishing.
Request → approve/reject workflow with notifications, so nothing goes out without sign-off.
Every comment, mention, and message across your networks in one unified inbox — read, triage, and reply without leaving the dashboard.
Track and respond to Google Business and Facebook reviews in one place, with ratings at a glance.
AI drafts replies to comments and reviews — suggest, approve, or autopilot, with hard safety guardrails and a global kill-switch.
Ad previews, export, and publishing at scale
Select creatives from Banner Studio and launch dozens of ads to Meta in one click.
Export HTML5 banners for 14 ad platforms with automatic clickTag injection and compliance validation.
Preview banners in 8 platform mockups — Meta Feed, Stories, Reels, LinkedIn, and more.
Platform-specific safe zone guides for 11 ad platforms to ensure text and logos stay visible.
Five-step wizard to publish directly to Meta — select account, campaign, ad set, creatives, and go live.
Map database-backed vehicle inventory to a client, verify Meta catalogue access, attach scheduled feeds, and retain provider-readback evidence inside XeroFlow.
Generate owned AI voiceover and music that run legally across radio, TikTok and Meta — no clearance, no takedowns. Drops straight into Banner Studio audio layers.
Browser-based multitrack audio editor — drag, trim, slice, and layer clips on a pixel-accurate timeline with undo/redo, autosave, and named version snapshots.
Animate an approved product still into motion or generate short B-roll from a prompt — owned, brand-safe clips with per-client budget caps that drop straight into your video timeline.
Invoicing, expenses, and ad spend
One inbox for Google Ads, Meta, Zapier/Make/n8n, CSV imports, and manual entry, plus dedicated inbound email that securely captures each client's CRM conversation. The address is shown only once at creation or rotation.
Two-way sync with Xero for invoices, expenses, contacts, and chart of accounts.
End-of-month invoice generation with configurable line items, tax, and auto-upload to Xero.
OAuth-connected Meta Ads spend syncing with daily breakdowns and campaign-level budgets.
Agency-wide Google Ads performance across multiple secure login and manager-account connections, with spend tracking, budget alerts, and audit trails.
A read-only portfolio audit for Google Search campaigns affected by the AI Max migration, with effective-control evidence, change history, and action-ready exports.
Turn approved vehicle briefs into exact paused Google PMax campaigns, then require independent evidence and approval before activation can begin spend.
Real-time P&L dashboards with revenue, expenses, and margin analysis per client.
Set monthly budgets per client and campaign. Get alerts when spend approaches limits.
Define service pricing with rate cards. Fuzzy match to Xero accounts, variance dashboards, and AI integration.
Generate quotes from briefs with rate card pricing. Push to Xero, sync status, and convert to invoices.
Cross-platform insights and performance data
Turn Search Console and technical evidence into approved guides, safe menu discovery, attributable outcomes, governed tasks, and transparent client reporting.
Aggregated performance across Meta, Google, and other ad platforms in a unified view. Ads Manager–style campaign columns with a saveable layout, one-click Meta Ads preset, and per-campaign health scores that flag what to scale or cut against each client's own KPI targets.
Granular hourly performance data with spend, impressions, and conversion trends throughout the day.
Detects ad-spend pacing problems and keeps campaign review available for every synced Meta and Google campaign — including on-demand AI analysis that proposes a daily budget beside the rule-based number.
Side-by-side platform performance with unified metrics, normalised for cross-channel analysis.
Pull the latest data from ad platforms on demand — no waiting for scheduled syncs.
Export analytics to CSV with date ranges, breakdowns, and AI-generated summaries.
Connect Google Analytics 4 and see the full funnel — ad spend through sessions, on-site conversions, and captured leads, attributed by channel.
Connect client-owned audience evidence to a non-exhaustive list of up to 20 nearby dealerships, with human approval required before monitoring public competitor changes.
Ask a plain-English question about any client's performance and get an answer grounded only in your real numbers — with the per-channel figures it used one click away.
See exactly where a client sits against the rest of your book — engagement, conversion rate, CPL and CPA as percentile rankings, plus an agency-wide leaderboard.
One-click views over the blended cross-channel table — paid mix, last-click, blended ROAS, organic vs paid — so the right metrics are always one selection away.
Mint scoped bearer tokens to pull the canonical analytics fact into a warehouse or share with a client — agency-wide or locked to a single client, revocable anytime.
Chat, notifications, email, and automations
Channels, DMs, group messages, threads, and file sharing — built on Durable Objects.
Auto-created channels for boards and tasks. Board events post directly to chat.
File attachments, emoji reactions, message pinning, quoting, and forwarding.
See who has read your messages with avatar indicators and reader lists.
Automatic OG unfurl for shared URLs — rich preview cards with title, image, and description.
Forward messages to any channel or DM with full attribution and context.
Unified notification centre with live feed, For You tab, and keyboard shortcuts for quick access.
AI-scored inbox, daily digest narrative, snooze, quiet hours, and semantic keyword subscriptions across every board.
Resend-powered email templates for notifications, invites, and client communications.
Design, target, and send marketing email campaigns to subscriber lists — with merge tags, delivery tracking, and one-click unsubscribe built in.
Visual section-based email editor — drop in pre-designed sections, edit text right on the canvas, launch from a gallery of 12 starter templates, save your own sections as reusable custom modules, and render to bulletproof email HTML.
Build lists, import via CSV, and grow them with public subscribe forms — double opt-in, preference centre, and RFC 8058 compliant unsubscribe.
Trigger → action recipes. Auto-notify on status changes, assignments, and due dates.
Chat, analysis, training, and recommendations
Conversational AI that pulls live agency data on demand — finance, ad-spend, client profitability, retainer burn, revenue forecasting, tasks, and more — with @entity mentions, role-focused assistants, and propose-then-confirm actions that never change anything without your click.
Always-on access to every registered application and MCP capability for active owners, including audited creation of editable Banner Studio drafts. Authentication, isolation and emergency controls remain enforced.
Talk to your AI assistant. Speech-to-text transcription and text-to-speech responses powered by Workers AI.
10 specialised analysers that proactively flag anomalies across profit, revenue, expenses, cashflow, receivables, budget, ad-spend pacing/delivery health and per-client risk — surfaced in the daily digest, push, and in-app.
Visible CRM search uses keyword ranking. Semantic assistance for people, companies, and opportunities is limited to approved agency-assistant contexts and is off by default.
Edge-first intent classifier routes queries to the right data sources automatically.
Five-signal retrieval formula — semantic, recency, importance, intent match, and entity overlap.
Auto-generated reports with insights, trends, and recommendations for your agency.
AI-generated CFO recommendations with categorisation, snooze, comments, bulk triage, and Kanban view. Track impact at 30/60/90 days.
Extract training data from conversations, upload knowledge entries, and manage training datasets.
Curate and approve knowledge entries that enhance AI responses with agency-specific context.
Fine-tune AI models with your agency data. Custom adapters with traffic routing and A/B testing.
Use XeroFlow from inside Claude, Cursor, or ChatGPT. Each staff member connects with their own login and gets role-scoped access to live agency data — finance, ad spend, tasks, clients and more — plus owned-media generation (voiceover, music) for creative roles, with platform writes blocked and every request audited. Built on the Model Context Protocol (MCP).
CRM, campaigns, jobs, billing, approvals, and shared work
Single-use email links create secure, client-scoped sessions without passwords.
Clients see their projects, tasks, and progress — no internal data leaks.
Upload deliverables for client review. Approve, revise, or comment — all tracked.
Give clients a clear payment view and separate agency services from media and supplier investment.
Browse all delivered assets in a visual gallery with download and preview.
Clients get notified when new deliverables, invoices, or updates are ready.
Give clients a scoped CRM for contacts, companies, opportunities, and portal-visible leads — with follow-up status and outcome tracking.
Share permission-gated campaign performance, spend, platform trends, leads, outcomes, and exports without exposing internal agency data.
Show clients how browser events, server delivery, and CRM outcomes contribute to measurement — with ownership and evidence kept distinct.
Share upcoming meetings, recordings, and review-ready video so decisions and feedback stay attached to the client relationship.
Let clients submit structured briefs and access approved social inbox, listening, reporting, and news workflows from the same portal.
Tracking, timesheets, and utilisation
Log time against projects and tasks. Start/stop timers or enter manually.
Weekly grid view with submit, approval, and rejection workflows.
Review and approve team timesheets. Bulk approve, reject with reason, and lock entries.
Link time entries to specific tasks. See time spent per task with progress bars.
Templates, approvals, and AI-powered briefs
A ready-made library spanning paid media, creative, print, web, email, and direct response — built from 30+ field types with structured offer, compliance, and sign-off fields and drag-and-drop ordering.
Visual template editor with field configuration, required/optional toggles, section grouping, and default values.
AI-powered field suggestions, brief scoring (completeness + quality), and full brief generation from minimal input.
Auto-generate quotes from approved briefs. Rate card matching, Xero push, and quote-to-invoice conversion.
Multi-select briefs for bulk status changes, assignment, duplication, and export. Floating action bar for fast ops.
Cycle time funnels, completion rates, and aggregate analytics across all briefs and templates.
Role clarity, evidence-aware reviews, and human governance
Roles, permissions, and team management
Create custom roles beyond the 15 built-in levels. Define granular permissions for each role to match your org structure.
Fine-grained RBAC with 15+ permission areas — finance, creative, media, clients, admin, and more. Server-enforced.
Central admin panel with user management, role assignment, permission matrix, and audit controls.
New AI workforce layer
Personal assistance for each person, with focused specialists for paid media, publishing, finance and operations.