Integrations

XeroFlow's deepest integration. OAuth 2.0 authentication establishes a two-way data flow between your Xero organisation and XeroFlow. Contacts, invoices, expenses, and chart of accounts sync automatically on a configured schedule, with manual resync available at any time. The EOM invoice engine generates draft invoices from XeroFlow data and uploads them directly to Xero as approved invoices.

Connect Meta (Facebook/Instagram) ad accounts via OAuth to pull daily spend data through the Graph API. XeroFlow syncs campaign-level and ad-set-level spend breakdowns, tracks daily and monthly running totals, and compares actual spend against configured budgets. Multiple ad accounts can be linked to a single client for consolidated reporting.

Google Ads integration uses the REST API to pull performance and spend data. Daily spend totals are synced at the campaign level, with breakdowns available by ad group. Budget management includes configurable alert thresholds and an audit trail that logs every budget change with the user, timestamp, and previous value. Spend data feeds into P&L dashboards and the EOM invoicing engine for automated pass-through billing.

All outbound email from XeroFlow -- notifications, client portal invitations, approval alerts, and automation-triggered messages -- is delivered through Resend. Email templates are managed within XeroFlow and rendered server-side before sending. Delivery status is tracked per message, and failed deliveries are logged for troubleshooting. Resend also powers the inbound email processing pipeline via Cloudflare Email Routing for email-to-board features.

XeroFlow runs entirely on the Cloudflare network. Pages hosts the application. R2 provides S3-compatible object storage for file uploads, EOM invoice archives, and training data exports. Workers handle edge functions including the email processing worker and AI agent worker. Durable Objects power real-time chat rooms and board event broadcasting. KV serves as a caching layer. Workers AI runs edge inference for intent classification. Vectorize hosts the semantic search index. Queues manage async job processing for embedding, training extraction, and background tasks.

For agencies migrating from Monday.com, XeroFlow provides a board import tool that maps Monday column types to XeroFlow equivalents. The importer handles status columns, people assignments, date fields, number columns, and text content. Group structure and task hierarchy are preserved during migration. Imported data lands in XeroFlow's modern column system, ready for immediate use across all five board views.

Groq provides the primary LLM inference for XeroFlow's AI features. The AI chat engine sends user queries along with retrieved context to Groq's API for response generation. Groq also serves as the fallback for intent classification when edge inference produces low-confidence results. Responses stream in real time so users see answers as they are generated. The integration supports LoRA adapter routing for fine-tuned model variants trained on your agency's data.

Cloudflare Vectorize hosts the semantic search index that powers XeroFlow's intelligent search. Tasks, clients, briefs, and knowledge base entries are embedded as vectors using a change-detection system -- only modified items are re-processed, keeping the index current without full reindexing. The composite retrieval scoring system combines semantic similarity, recency, entity importance, intent matching, and diversity penalties to rank results. Vectorize also supports the AI context retrieval pipeline, providing semantically relevant background data for chat conversations.