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.
Multi-company
Groups with several entities, branches or plants run on one account. Master data is shared; the books stay separate.
- 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
Multi-currency
Record in the transaction currency, post in the functional currency, present in the reporting currency.
- 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
Units of measure (UOM)
Buy by the case, sell by the each, hold stock by weight — one item, converted automatically on every document.
- 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
Financial consolidation
Consolidated statements run off the transaction data itself — not off a spreadsheet stitched together at quarter end.
- 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
Multi-language
Interface, master data and document templates each carry their own translations. Every user picks their language; the data stays single.
- 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
Workflow Builder
Build approval flows by dragging: value conditions, parallel branches, approvers resolved by department or limit.
- 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
Report Builder
Business users build reports on the shared data layer without filing a ticket with IT.
- 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
Business Flow
Documents are not islands: each is a link in a business flow that traces both ways.
- 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
Custom Fields
Where your process differs, add your own fields — treated exactly like native fields everywhere.
- 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
Templates
Never start from a blank page: take a ready template and adapt it to your business.
- 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
Toggle Features
A small business turns on less, a large one more — same system, no custom build.
- 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
AI Pipeline Builder
Read a document → extract → reconcile → create a record → request approval: one pipeline on a schedule or an event.
- 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
Permissions down to data scope
Not just “who can open which screen”, but “who can see which records and which fields of those records”.
- 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
Security & access control
The layer before permissions: who may sign in, from where, how, and for how long.
- 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
Logs & audit trail
Every read, edit, approval and AI run leaves a trace that cannot be erased.
- 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
Data privacy
Personal data has its own lifecycle: kept only as long as needed, then anonymised or erased.
- 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
API & webhooks
An open platform to connect what you already run — and what you will run later.
- 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
E-signature & third-party accounting
Connects to Vietnam’s document infrastructure and to the accounting system you already run — no rip-and-replace.
- 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
Mobile apps
Approvers and field staff use two dedicated apps, on the same data and the same permissions as the web.
- Mobile Manager: approve invoices, purchase orders, leave and expenses from the phone
- Mobile Workforce: 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.