Platform

19 foundations every app is built on

Multi-company, multi-currency, data-scope permissions, self-built workflows, an open API and mobile apps — the foundations every XBuddy app is built on.

App shell — switcher, sidebar and top bar
01

Multi-company

Groups with several entities, branches or plants run on one account. Master data is shared; the books stay separate.

App switcher grouped by app group
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  • Shared master data: customers, vendors, products, chart of accounts
  • Intercompany transactions are flagged automatically
  • Switch company context straight from the nav bar
  • Per-entity approval policy and document numbering
02

Multi-currency

Record in the transaction currency, post in the functional currency, present in the reporting currency.

Lookup values grouped by category
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  • Daily rate table, entered manually or fetched automatically
  • Period-end FX revaluation with automatic journal entries
  • Every report readable in transaction or reporting currency
  • Realised and unrealised FX gain/loss kept apart
03

Units of measure (UOM)

Buy by the case, sell by the each, hold stock by weight — one item, converted automatically on every document.

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  • A base unit plus multiple alternative units per item
  • Fixed or per-lot conversion factors (actual kg per case)
  • Separate purchasing, sales and stock-keeping units
  • Stock and cost reporting in any unit you choose
04

Financial consolidation

Consolidated statements run off the transaction data itself — not off a spreadsheet stitched together at quarter end.

General ledger with running balance per account
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  • Eliminate intercompany revenue, cost and balances by entity pair
  • Translate at average or closing rate by line-item type
  • Split non-controlling interest by ownership percentage
  • Every consolidation entry is logged and drills back to source
05

Multi-language

Interface, master data and document templates each carry their own translations. Every user picks their language; the data stays single.

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  • Language is per user — no separate installation
  • Bilingual printed documents for foreign partners and auditors
  • Add a language through a translation table, no release needed
  • Assistants answer in the language they were asked in
06

Workflow Builder

Build approval flows by dragging: value conditions, parallel branches, approvers resolved by department or limit.

Builder canvas — trigger, conditions and approval chain
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  • Conditions, parallel branches and value-based approvers
  • SLAs, automatic reminders and escalation when overdue
  • Draft – version – publish, with rollback when needed
  • 60+ ready workflow templates for common processes
07

Report Builder

Business users build reports on the shared data layer without filing a ticket with IT.

Dragging dimensions and measures onto the report canvas
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  • Drag fields, pivot, group and add calculated columns
  • Automatically filtered to the viewer’s data scope
  • Scheduled delivery by email or internal chat
  • Export to Excel/PDF and embed on dashboards
08

Business Flow

Documents are not islands: each is a link in a business flow that traces both ways.

Overview — active workflows, policies and pending approvals
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  • ERP: purchase → receipt → vendor invoice → payment
  • CRM: lead → quote → order → delivery → cash
  • HRM: hiring → onboarding → attendance → payroll → review
  • Alerts on broken links and traceability back to the source
09

Custom Fields

Where your process differs, add your own fields — treated exactly like native fields everywhere.

Custom field editor — type, validation and bilingual labels
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  • Add fields to any app without code
  • Fields carry permissions, required rules and validation
  • Appear in filters, reports and the API like native fields
  • Assistants can query your custom data
10

Templates

Never start from a blank page: take a ready template and adapt it to your business.

Workflow template gallery grouped by domain
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  • 50+ role & permission templates, 60+ workflow templates
  • 35+ report and dashboard templates by department
  • Print, email, contract and job-description templates
  • Industry setup templates: manufacturing, F&B, distribution, services
11

Toggle Features

A small business turns on less, a large one more — same system, no custom build.

ERP feature toggles by group
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  • Toggle per company, department or role
  • Examples: Advanced Task Management, Team Management, multi-warehouse, multi-currency
  • The UI shrinks when off — users never see what they don’t use
  • Turn more on at any time without losing data
12

AI Pipeline Builder

Read a document → extract → reconcile → create a record → request approval: one pipeline on a schedule or an event.

Pipeline builder with chained steps
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  • Drag-and-drop steps, no programming
  • Each step picks its own model by task and budget
  • Approval gates inserted before anything is written
  • Full run log: inputs, outputs and credits used
13

Permissions down to data scope

Not just “who can open which screen”, but “who can see which records and which fields of those records”.

Selecting own/team/all/none data scope per resource
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  • Scope: group, company, branch, department, team, mine
  • Field-level rights: hide cost, payroll or personal data
  • Assistants inherit the caller’s permissions exactly
  • 50+ role templates to adapt to your structure
14

Security & access control

The layer before permissions: who may sign in, from where, how, and for how long.

Roles list — base and custom roles
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  • Single sign-on (SSO) and two-factor authentication
  • Encryption in transit and at rest
  • IP allowlists, device limits and session expiry
  • Password policy, lockout and instant access revocation
15

Logs & audit trail

Every read, edit, approval and AI run leaves a trace that cannot be erased.

Automation monitor — running, completed and failed
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  • Field-level change log: old value, new value
  • Sign-in, data access and export logs
  • AI run log: inputs, output and who approved
  • Export audit packs by period or on request
16

Data privacy

Personal data has its own lifecycle: kept only as long as needed, then anonymised or erased.

Document sequences per document type
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  • Erasure requests with approval flow and log
  • Anonymise instead of delete when aggregates must stay
  • Retention policy by data type and legal entity
  • Data minimisation on everything sent to AI models
17

API & webhooks

An open platform to connect what you already run — and what you will run later.

App catalogue — seven groups with per-app detail
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  • REST API across all objects, custom fields included
  • Event webhooks: approved, cancelled, paid, status changed
  • Scoped API keys with full call logging
  • Mobile app for approvals and lookups on the go
18

E-signature & third-party accounting

Connects to Vietnam’s document infrastructure and to the accounting system you already run — no rip-and-replace.

Signing request builder — signers and fields
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  • Vietnam-compliant digital signature inside the approval flow
  • E-invoicing: issue, sign, send and archive
  • Sync with the third-party accounting software in place
  • Bank statement feeds for cash reconciliation
19

Mobile apps

Approvers and field staff use two dedicated apps, on the same data and the same permissions as the web.

Main dashboard after login
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  • XBuddy Office: approve invoices, purchase orders, leave and expenses from the phone
  • XBuddy Work: GPS attendance, field jobs, on-site photos and signatures
  • Offline mode, syncing again on reconnect
  • Push notifications for approval queues and AI Insight alerts

None of this is an upsell

Every capability ships with every app, not as an upgrade tier.