XeroFlow is deployed for your agency with guided onboarding — not a self-serve checkout. Tell us how you work and we'll shape the engagement to fit.
XeroFlow Enterprise
Every XeroFlow agreement is an annual partnership covering your entire team and the modules you need — boards, finance, ad spend, client portal and AI. No per-seat tiers, and no feature gates you discover later.
Included in every engagement
One agreed annual figure for your whole team. No per-seat arithmetic and no surprise overages.
A scoped, one-time fee covering workspace setup, data imports and training your team.
Start with the modules you'll actually run. Add more as your operation grows — the engagement grows with you.
Your engagement is scoped to the modules you'll actually use — and can grow as you do.
Boards with 20+ column types, Kanban, timeline, calendar and workload views.
Live Xero sync, P&L, cashflow forecasting and end-of-month invoice generation.
Meta and Google Ads connections with daily spend, budgets and pacing alerts.
Webhooks, form routing and a real-time lead inbox with rules and hand-offs.
Client logins for approvals, proofs, invoices and creative galleries.
Chat over your agency's live data, anomaly detection and recommendations.
Time tracking, weekly timesheets and manager approvals.
Campaign builder, templates, automations and transactional email.
Real-time channels and threads, linked to the boards where work happens.
Four steps, no pressure. Most agencies know whether XeroFlow fits by step two.
01
A short call about how your agency runs — clients, billing, channels and team.
02
A live tour of XeroFlow scoped to the modules you'd actually use.
03
A written engagement: platform fee, implementation scope and timeline.
04
We set up your workspace, import your data and train your team.
A short conversation is the fastest way to see whether XeroFlow fits. A real person replies within one business day.
Talk to us