Intelligent Automation with 189+ AI Agents for Business
Deploy 189+ AI agents across Finance, CRM, HR, Inventory, Field Service, OKR, and 21+ more domains. 27 pre-built workflow templates. Automate workflows, enforce policies, and delegate approvals — without code. Enterprise-grade security and multi-tenancy built-in.
Free 14-day trial · No credit card required · Full access
AI Agents Dashboard and Workflow Builder
Intelligent Assistant
XBuddy Chat — Your AI Business Copilot
Chat with your data. Ask questions, run analytics, generate reports, and control automations — all through natural conversation.
XBuddy Chat
Your AI Copilot
How many invoices are overdue?
You have 47 overdue invoices totaling $285,420. Oldest is 62 days past due.
Send reminders to top 10
✓ Sending reminders to top 10 overdue accounts. Estimated delivery: 2 minutes.
Ask Questions
"How many invoices are overdue?" "Show me Q1 revenue by region." Get instant answers with cross-app search.
Generate Reports
Chat-to-report: describe what you need, and Chat creates dashboards, filters data, and schedules delivery.
Control Agents
"Run the lead scoring agent for Q2." "Pause invoice collection." Manage AI agents via conversation.
Take Actions
"Approve this purchase order." "Send payment reminder to Client X." Execute business actions naturally.
Available on web, mobile, and desktop
Automation Engine
189+ AI Agents Across 26 Business Domains
Pre-built agents automate repetitive tasks across every department. From invoice collection to SLA prediction, inventory reordering to contract risk detection — deploy intelligent automation instantly, no code required.
Finance
Business
People & HR
Operations
Sales
Accounting
Customer Success
Inventory
Field Service
Marketing
OKR
Payroll
Performance
Learning & Dev
Collaboration
Distribution
Manufacturing
Logistics
F&B
Supply Chain
Knowledge
Signatures
Analytics
Support
Invoice Collector
Expense Anomaly Detector
Lead Scorer
Deal Coach
Skill Gap Analyzer
Health Score Trend Analyzer
SLA Breach Predictor
Reorder Intelligence Agent
Vendor Risk Assessor
BOM Cost Analyzer
Delivery Delay Alert
Workflow Bottleneck Analyzer
All 189+ agents support scheduled (cron), event-triggered, and manual execution. Multi-agent pipelines combine agents into automated sequences across departments.
Enterprise Automation
Workflow Builder, Policy Engine, Delegation
Go beyond agents. Design custom workflows, enforce business rules, and delegate approvals — all no-code, all visual.
Visual Workflow Builder
Drag-and-drop multi-step workflows with conditional logic, approval gates, and cross-module integration. Auto-advance entities through your business processes.
Policy Engine
Define business rules once: "Invoices > $50K require 3-level approval." Policies auto-enforce across all modules without coding.
Delegation & Escalation
Delegate tasks to team members, set escalation rules, and track approval chains — all with audit trails for compliance.
Cross-Module Integration
Workflows orchestrate across CRM, Finance, HR, and Operations. One rule triggers actions in multiple apps automatically.
Workflow Example
Invoice created → (Amount > $10K?) → Send for approval → Notify manager → Auto-archive payment
27 Pre-Built Workflow Templates — Deploy in Minutes
Approval chains, escalations, and compliance workflows for every department. No code required — just configure, assign approvers, and go live.
Capex Request Approval
Multi-level capital expenditure approval with budget impact analysis
Special Discount Approval
Conditional discount approval: Sales Manager → Finance for amounts over threshold
Overtime Approval
Manager → HR sign-off with automatic policy compliance check
Termination Approval
Multi-level HR and Legal approval for employee terminations with compliance checks
QC Inspection Approval
Quality engineer → QA Manager sign-off for inspection reports with fail criteria
Contract Renewal Approval
Legal → Finance → CEO contract renewal with terms comparison and risk flags
BOM Change Approval
Engineering → Production → Finance 3-way approval for Bill of Materials changes
Service Ticket Escalation
2-step ticket escalation: Team Lead → Service Manager for unresolved critical issues
All templates are fully customizable. Add steps, conditions, and approvers without code.
Contract Management — AI-Powered Risk & Compliance
Centralize your contracts, detect risks with AI, track renewals automatically, and enforce compliance across your organization — all in one place.
Contract Management
Enterprise-grade lifecycle management
Contract Repository
Central repository with version control, tagging, and instant full-text search across all contracts
AI Risk Detection
AI analyzes contract terms to flag unfavorable clauses, liability gaps, and non-standard conditions
Expiry Monitoring
Automated 30/60/90-day alerts before contract expiry so renewals are never missed
Approval Workflows
Multi-step approval chains for contract execution with full audit trail
Contract Templates
Standard NDA, vendor agreement, SLA templates with clause library for fast creation
Analytics & Reports
Contract KPIs: total value, expiry pipeline, risk distribution, and compliance score
AI Agents for Contracts
Contract Expiry Monitor
Scheduled30/60/90-day advance expiry alerts
Contract Risk Analyzer
EventFlags high-risk clauses for review
NDA Auto-Screener
ManualReviews NDAs against standard policy
Compliance Built-In
Stop Managing Contracts in Spreadsheets
Centralize, automate, and de-risk your entire contract portfolio with AI-powered contract intelligence.
Secure & Controllable AI
Powerful AI, Always Within Your Control
Context Minimization
XBuddy sends only the data needed for each AI call. No raw data, no unnecessary PII — reducing leak risk and saving 50–70% on tokens.
BYOK — Your Own API Keys
Use your own OpenAI, Anthropic, or Google Gemini API keys. Data flows through your account — XBuddy never stores or proxies your prompts.
Self-Learning Agents
Every run, agents remember outcomes and detect patterns. Learnings are shared across your tenant — the system gets smarter over time.
Policy Layer — AI Within Bounds
The Policy Engine defines mandatory rules before any AI action. No agent can bypass policy — AI always follows your business processes.
Human-in-the-Loop
Any AI action can require user confirmation. The Delegation layer ensures AI never self-decides at critical decision points.
50–70% Token Savings
Context Minimization + Agent Memory + Smart Batching combine to dramatically reduce costs vs. traditional RAG. Transparent AI Credits — know exactly what you're using.
50–70%
token savings
Zero PII
data leakage
100%
audit trail
4+
LLM providers via BYOK
Advanced Features
Reports, Search, Compliance & More
Everything you need to run, analyze, and govern your business — all integrated into one platform.
Report Builder
No-code dashboards and reports. Multiple chart types, custom filters, date ranges, and scheduled email delivery — all from live data.
Unified Search & Autocomplete
Instantly search across 130+ entity types — contacts, invoices, products, assets. Smart code-first priority: "INV-2026-001" found before "Invoice 2026".
Compliance & Audit Trail
Every action logged. GDPR-compliant data handling, soft-delete recovery, and complete audit history for regulatory confidence.
Document Protection (DLP)
Watermark, encrypt, and revoke access to sensitive documents — even after sending. Protect contracts and agreements in real-time.
Real-Time Collaboration
Multi-user editing, comments, mentions, and activity feeds. Teams work together on quotes, contracts, and reports simultaneously.
Comprehensive Suite
36 Business Apps Across 7 Categories
Business (CRM, Sales, Contracts, POS, Customer Success) · Finance (Invoices, Accounting, Procurement) · Operations (Inventory, Field Service, Projects, Service Management) · People (HR, Payroll, Performance, OKR, L&D) · Collaboration (Docs, Tasks, Messaging) · Platform (Analytics, AI & Automation) · Industrial Verticals (Manufacturing, Logistics, F&B, Distribution). Fully integrated — data flows automatically.
Why XBuddy
Built Different
Not just another ERP. XBuddy is designed from scratch with AI at the core.
AI-Native Platform
Built-in AI agents that automate tasks, answer questions, and surface insights across every module — not a bolt-on chatbot.
Smart Workflows
Approval flows, automation rules, and cross-module triggers. Set once and let XBuddy handle the rest.
Multi-Company Ready
Manage multiple legal entities under one tenant. Consolidate reports or keep data fully isolated — your choice.
Real-Time Analytics
Dashboards and reports built on live data. No ETL pipelines, no waiting for nightly syncs.
Pricing
Simple, Transparent Pricing
Start free for 14 days. No credit card required. Upgrade when you're ready.
People
HR, payroll & performance — full access to all People apps
Business
CRM, sales & customer success — full access to all Business apps
Finance
Invoicing, accounting & procurement — full access to all Finance apps
Operations
Projects, inventory & field service — full access to all Operations apps
Collaboration
Documents, calendar & approvals — full access to all Collaboration apps
What are AI Credits?
AI Credits are XBuddy's unit for measuring AI usage. 1 AI Credit ≈ 1,000 input tokens (average). The credits consumed depend on the model you choose.
| Model | Provider | Credits / 1K tokens |
|---|---|---|
| Claude 3.5 Sonnet | Anthropic | 3 credits |
| Claude 3 Haiku | Anthropic | 0.25 credits |
| GPT-4o | OpenAI | 5 credits |
| GPT-4o mini | OpenAI | 0.15 credits |
| Gemini 2.5 Pro | 3.5 credits | |
| Gemini 2.5 Flash | 0.075 credits | |
| BYOK (any model) | Self-provided | 0 credits |
With BYOK, you use your own API key — XBuddy does not charge AI Credits for those calls.
Ready to run your business smarter?
Join teams already using XBuddy to automate operations and grow faster. Start your free 14-day trial — no credit card required.
14-day free trial · Full access · No credit card