The agency operating system

One Platform.
Every Operation.

Work management, financials, real-time chat, AI insights, client portal, and a full banner studio — unified in a single platform built for modern agencies.

Talk to us

Everything
You Need

Replace your stack of disconnected tools with one platform that keeps your entire agency in sync.

Work Management

Monday.com-style boards with 20+ column types, Kanban, timeline, calendar and gallery views, groups, and subtasks.

BoardsViewsTemplatesReal-time

Financial Operations

Xero integration for invoices, expenses and P&L. End-of-month automation, Meta & Google Ads spend tracking.

XeroEOM EngineAd SpendP&L

Real-Time Chat

Channels, DMs, threads, file sharing, emoji reactions, presence, and keyboard shortcuts. Board-integrated.

ChannelsThreadsSearchPresence

AI Assistant

Conversational AI, anomaly detection, visible CRM keyword search, and controlled agency-assistant retrieval.

ChatAnomaly DetectionSearchLoRA

Client Portal

Client CRM, campaign insights, jobs, briefs, approvals, meetings, shared work, and billing in one permission-gated portal.

CRMCampaignsJobsBilling

Banner Studio

Full HTML5 editor with GSAP animations, data feeds, DCO variants, video export, and ad tag publishing.

AnimationExportFontsData Feeds
Work Management

Boards
Built For
Agencies

Monday.com-style boards with 20+ column types, five views (Kanban, Table, Timeline, Calendar, Gallery), groups, subtasks, and real-time SSE sync.

5 Board Views
Kanban, Table, Timeline, Calendar, and Gallery — all reading from the same data.
20+ Column Types
Status, people, date, formula, files, rating, dropdown, tags, progress, and more.
Real-Time SSE Sync
Every change syncs instantly via Server-Sent Events with WebSocket fallback.
Templates & Export
Save board configurations as reusable templates. Export to CSV with one click.
Financial Operations

Money.
Managed.

Xero-integrated invoicing, P&L tracking, end-of-month automation, Meta & Google Ads spend syncing with budget management and audit trails.

$0
Manual reconciliation
2-way
Xero sync
EOM
Auto-generation
Invoice generation with Xero sync
Meta & Google Ads spend tracking
Campaign budget management with audit trails
Cashflow forecasting and P&L dashboards
End-of-month automation engine
R2-backed export archives
AI Intelligence

AI That
Knows
Your Agency

Conversational AI and proactive analysis with visible CRM keyword search. Controlled semantic assistance is limited to approved agency-assistant contexts and is off by default.

Conversational AI
Chat with @entity mentions for tasks, clients, projects. Context-aware responses trained on your operations.
Anomaly Detection
8 proactive analyzers scan spend, deadlines, workload, and more — surfacing issues before they escalate.
Controlled CRM Search
Visible keyword ranking with off-by-default semantic assistance for approved agency-assistant contexts after confirmed indexing.
Private AI Training
LoRA fine-tuning, knowledge extraction, and edge inference — all trained exclusively on your data.
Real-Time Chat

Team
Comms

Channels, DMs, threads, file sharing, emoji reactions, presence indicators, and Cmd+K switcher. Integrated with boards for seamless context.

ChannelsDMsThreadsFile SharingReactionsPresenceCmd+KRead Receipts
Client Portal

Client
Access

Permission-gated CRM, campaign insights, jobs, briefs, approvals, meetings, shared files, social reporting, and billing for every client.

CRMLeadsCampaignsJobsBriefsApprovalsBillingMeetingsSocial
Banner Studio

Design.
Animate.
Publish.

A full HTML5 banner editor with GSAP animations, data feeds, DCO variants, Google Fonts, smart guides, video export, and one-click ad tag publishing.

GSAP Animations

Keyframe timeline, motion paths, entrance/exit presets, and easing control.

Data Feeds & DCO

CSV/JSON feeds with column bindings. Pre-generate per-row variants for dynamic creative.

Font & Design Tools

120+ Google Fonts, custom font upload, smart guides, grid snap, and alignment tools.

Export & Publish

PNG, JPG, GIF, MP4 export. One-click ad tag generation (iframe, JS, AMPHTML).

Brand Kits

Save colours, fonts, and logos as reusable brand kits. Apply with undo support.

Template Marketplace

Save designs as templates. Browse by category, search, and reuse across projects.

AI Creative Assistant

AI copy suggestions, URL-to-banner generation, auto-resize, and image suggestions.

Video Backgrounds

Video layer support with GSAP proxy sync. File size meter for ad network compliance.

BIG
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100% carbon neutral / certified
Tough love

Sound
Familiar?

"Can you just check the spreadsheet?"
Boards, timesheets, and financials — live, in one place. No spreadsheet required.
"Which version of the banner is this?"
Banner Studio with versioning, ad tags, and a shared gallery your whole team can see.
"I'll Slack you the Dropbox link to the Google Sheet."
Chat, files, tasks, and approvals in a single platform. One link. Done.
"The client says they never got the invoice."
Client portal with self-serve invoice access, approval workflows, and read receipts.
"We need the EOM reports by Friday."
One click. Ad spend, invoices, and P&L — pulled, reconciled, and ready to send.
"Who's actually working on what right now?"
Real-time presence, board views, and time tracking. No standup required.
"Our media buyer left and took all the context."
AI trained on your operations. Institutional knowledge that stays, even when people don't.
"Can someone make this banner 14 more sizes?"
Data feeds + DCO. Upload a CSV, get hundreds of variants. Go grab a coffee.

You didn't start an agency to wrestle spreadsheets.
We built XeroFlow so you don't have to.

Founding intake · limited spots

Now
Onboarding.

We're onboarding a handful of agencies this quarter. If you're running 5+ people and drowning in tabs, we'd love to chat. No demos that could've been an email — just a straight conversation.

Full platform access — no feature gates
White-glove onboarding & data migration
A written proposal — platform fee and scope, upfront

Request a walkthrough

A real person replies within one business day. No spam, pinky promise.

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