XBuddyLess firefighting. More getting things done.
XBuddy connects your whole business — Finance, CRM, HR, Inventory, Operations and more — with 200+ AI agents that work in the background so your team doesn't have to. Multi-language, multi-currency, and multi-company ready out of the box.
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
AI Support — Always-on Intelligence
200+ AI agents, one for almost every workflow you run
Each agent does one thing well — chasing invoices, flagging SLA risks, detecting payroll anomalies, scoring leads. They run on a schedule, react to events, or when you call them. Chain agents into multi-step Pipelines, coordinate parallel tasks with the Orchestrator, get contextual hints via Inline AI, or run one of the 30 pre-built Scenarios (Weekly, Monthly, Quarterly, Yearly reviews). Supports OpenAI, Anthropic, and Gemini.
Cashflow Forecaster
Analyzes receivables, payables, and bank balances to predict upcoming cashflow gaps. Sends alerts when liquidity risk is detected.
ScheduledInvoice Collector
Monitors overdue invoices, sends personalized follow-up reminders, and escalates to account managers when payment is significantly delayed.
Event-drivenExpense Anomaly Detector
Scans expense claims for outliers, duplicate submissions, and policy violations. Flags suspicious entries before they reach the approval stage.
Event-drivenFinancial Close Assistant
Automates month-end close tasks — reconciliation checks, accrual reminders, variance analysis, and close pack generation — to accelerate period close.
ScheduledBank Reconciliation Assistant
Matches bank statement transactions against journal entries, flags unreconciled items, and suggests corrections to resolve discrepancies faster.
On demandCost Center Variance Agent
Compares actual spend against budget by cost center, highlights variances above defined thresholds, and identifies root causes for overruns.
Scheduled+13 more agents in this domain
Agents · Pipeline · Orchestrator · Inline AI · 30 Scenarios · Multi-LLM
Proactive AI
AI that shows up before you ask
Most tools wait for you. XBuddy's AI watches your data continuously — and tells you what's worth your attention.
01
Scenarios
Situation analysis runs automatically. When a pattern appears — overdue invoices clustering, deal velocity dropping — you get the picture before it becomes a crisis.
02
Insight Feed
A personalised timeline of what's happening across your business, filtered by role. Your CFO sees something different from your Sales Manager — both see what matters to them.
03
Suggestions
AI proposes an action. You decide whether to approve it. Full control stays with your team; the AI just does the legwork.
04
Insights
Retrospective analysis of completed cycles — where did time go, what slowed down approvals, which agent actions actually worked. Built to improve next time.
Workflow Management
Workflow Builder · 67 Templates · Policy Engine · Delegation
Design every business process visually. Start from 67 pre-built templates or build from scratch — then enforce rules with the Policy Engine and delegate approvals with Delegates. No code, fully visual.
Visual Workflow Builder
Drag-and-drop multi-step workflows with conditional logic, approval gates, and cross-module integration. Start from 67 ready-to-use templates and go live in minutes.
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
67 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.
Contract Renewal Approval
Customer contract renewals: Account Manager proposes → Legal reviews terms → Finance validates → Director approves.
Capital Expenditure (CAPEX) Request
CAPEX approval tiered by amount: Dept Director → CFO → CEO. Includes ROI analysis and budget impact.
Overtime Request Approval
Employee overtime: Employee requests → Manager approves → HR records (escalates if >20h/month).
Employee Termination Approval
Voluntary & involuntary terminations: HR documents → Manager confirms → Legal reviews compliance → HR Director approves.
Bill of Materials (BOM) Change Approval
BOM engineering change: Design Engineer → QC Review → Production Manager → Finance (for cost impact >5%).
Quality Inspection Approval
Incoming or finished goods inspection: QC inspector records findings → QC supervisor signs off → Production proceeds.
Special Discount / Price Exception Approval
Discounts beyond standard policy: Sales Manager approves up to 20% → Sales Director for 20%+ → Finance for margin impact.
Ticket Escalation Approval
Escalated service tickets: Team Lead reviews priority → Service Manager authorises resources → SLA commitment issued.
All templates are fully customizable. Add steps, conditions, and approvers without code.
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.
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
Platform Foundations
Built to scale with your business
Enterprise-grade foundations that grow with you — multi-language, multi-currency, multi-company, and fully configurable without touching code.
Multi-Language & Multi-Currency
Full EN/VI UI with per-user language settings. Transact in VND, USD, EUR and more — with exchange rates, currency rounding, and localized number formats built in.
Multi-Company & Consolidated Reports
Manage multiple legal entities under one account. Consolidate financial reports across companies or keep data fully isolated — your choice.
Full Audit Trail
Every create, update, and delete is logged with the user, timestamp, and before/after values. Complete traceability for compliance and internal governance.
Custom Fields
Add custom fields to any entity — contacts, invoices, products, deals — without code changes. Fields appear in forms, lists, reports, and exports automatically.
Toggle Features
Enable or disable modules and features per company or user group. Roll out new capabilities gradually without disrupting existing teams.
Master Data
Centralized products, contacts, vendors, chart of accounts, and cost centers shared across all apps. One source of truth — no duplicates, no reconciliation headaches.
One platform, every team
31 Apps, all talking to each other
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, Coaching) · Collaboration (Docs, Tasks, Messaging) · Platform (Analytics, Workflow Management, AI Hub) · Industrial Verticals (Manufacturing, Logistics, F&B, Distribution). No manual data transfers.
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
Contact us for a personalized demo and pricing.
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 |
Ready to run your business smarter?
Join teams already using XBuddy to automate operations and grow faster. Book a personalized demo to see it in action.