XBuddy
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SME CEO

Run the whole company in five minutes a morning

Revenue, cash, receivables, people and pending approvals on one screen — ask the AI in plain language, get answers from real data.

  • One screen for every number
  • Approve from your phone
  • Ask AI, get real figures
Book a demoRead the playbook
Run the whole company in five minutes a morning

Before and after

What changes on XBuddy

Today

  • Waiting for month-end reports
  • Each department on different software
  • Documents pile up awaiting signature
  • No view of cash in the coming weeks

With XBuddy

  • Real-time dashboards
  • One source of truth for every team
  • One approvals inbox, anywhere
  • 13-week cash flow forecast

The flow

6 steps, one continuous record

  1. 1

    Morning brief

    The AI assistant summarizes hot spots: revenue, receivables, overdue work.

    XBuddy Chat →
    Morning brief — XBuddy Chat
  2. 2

    Check the numbers

    Revenue, profit and KPI dashboards by department.

    Analytics →
    Check the numbers — Analytics
  3. 3

    Watch cash

    Upcoming inflows, outflows and overdue debt.

    Finance →
    Watch cash — Finance
  4. 4

    Sales team

    Pipeline, orders and quota progress.

    Sales →
    Sales team — Sales
  5. 5

    People

    Headcount changes, leave and payroll cost.

    HR →
    People — HR
  6. 6

    Approve

    Payments, purchases and requests from your phone.

    Requests & Approvals →
    Approve — Requests & Approvals

Handled out of the box

Hard questions XBuddy already answers

Ask the AI: "Will we be short of cash next week?"The assistant reads the real forecast and points to large flows and overdue items driving it.See the how-to →Do large payments need CEO approval?A threshold-based payment gate holds them unposted until approved.See the how-to →Traveling — who approves for me?Time-boxed delegation; delegates see only the items routed to them.See the how-to →Parent company sees its subsidiaries?Multiple companies in one account, company-level access and consolidated reports.See the how-to →

What’s inside

Apps and AI assistants involved

AnalyticsBusiness intelligence and custom reports.FinanceInvoices, expenses and purchase orders.SalesQuotes, orders and commission tracking.HRLeave, records and org chart.Requests & ApprovalsEvery request and every pending approval in one inbox.XBuddy ChatNatural-language answers on your operating data.AI assistantExecutive BriefingCompiles daily and weekly briefings with strategic KPI narratives and data-freshness checks for leadership.AI assistantFP&A AnalystForecasts cash flow, analyzes revenue trends, and monitors budget variance and cross-domain anomalies.AI assistantInvoice AR AssistantProcess-aware AR assistant that understands the invoice collection lifecycle, assesses payment risk, and proposes the right action at the right time.

FAQ

Frequently asked

Will the AI make decisions for me?

No. It suggests and summarizes; every write waits for a human.

Is there a mobile app?

Yes, approvals and dashboards in the Office app.

Is our data isolated?

Yes, each business has its own data space.

See this flow on your own data

A thirty-minute demo focused on the process you are actually stuck on.

Book a demoMore solutions