Financial Operations

Your agency finances,unified

Two-way Xero integration, automated end-of-month invoicing, real-time P&L dashboards, and budget management with full audit trails.

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Xero Connected

Two-way Xero sync,zero manual entry

Invoices, expenses, contacts, and your full chart of accounts stay perfectly in sync between XeroFlow and Xero. Changes flow both directions automatically, so your books are always up to date.

Xero
XF
XeroFlow
Invoices
Create, send, and reconcile invoices. Status syncs instantly between both platforms.
Expenses
Track operational costs and billable expenses per client with automatic categorisation.
Contacts
Client and supplier contacts stay in sync. Updates in one place reflect everywhere.
Chart of Accounts
Full chart of accounts pulled from Xero, used for accurate revenue and cost allocation.
End-of-Month Engine

End-of-month,automated

Configure line items per client, calculate tax automatically, generate invoices in bulk, and upload directly to Xero. Archives stored in R2 for compliance.

Line Item Config
Define recurring line items per client with custom descriptions, quantities, and unit prices.
Tax Calculation
Automatic GST/VAT calculation based on your Xero tax rates. Multi-currency supported.
Xero Upload
One-click bulk upload of generated invoices directly into Xero as approved drafts.
Archive to R2
Every generated invoice is archived to Cloudflare R2 for audit compliance and retrieval.
Live P&L

Profit & loss,per client, in real time

See revenue, expenses, and profit margin per client and across your entire agency. Sourced directly from Xero with live sync, so numbers are always current.

Revenue
$84K
+12%
Expenses
$32K
-3%
Profit
$52K
+18%
Monthly RevenueLast 12 months
MarJunSepFeb
Budget Control

Budgets that keepyour agency profitable

Set monthly budgets per client and campaign. Get alerts when spend is pacing ahead, and keep a full audit trail of every change.

Budget Alerts
Get notified when spend reaches 80% or exceeds the monthly budget for any client or campaign.
Audit Trails
Every budget change, approval, and override is logged with timestamps and user attribution.
Spend Pacing
Visual pacing indicators show daily run rate vs. remaining budget across Meta and Google Ads.
XF

Take control of youragency finances

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