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The platform

Connect your systems. Model your business. Put AI to work.

xFlo is built in three layers. Each one makes the next one better: connections give AI access, the model gives it understanding, and agents turn that understanding into work done.

YouYour team
People stay in charge of the work.
AskReviewApprove
03 · WorkWork
Agents
OperationsFinanceSales
Skills
Weekly reportQuoteFollow-up
Schedules
Mon 08:00Weekly report
DailyJob costs
02 · UnderstandA model of your business
Customer
Job
Crew
Days
Cost
01 · ConnectYour systems
Systems of record
Job systemCRMAccounts
Everyday tools
EmailCalendarDocuments
Layer by layer

Start at the bottom with the systems you already have, and work up to the people who use the results.

01 · Connect

xFlo connects to the tools your business already runs on. Nothing to replace and no data to move.

Email, calendar, CRM, accounts, documents, and the job or project system at the centre of your operation. Connecting takes minutes for common tools, and we build connections for specialist or in-house systems.

  • Each person, their own sign-inPeople connect their own accounts, so an agent working for you sees what you are allowed to see and no more.
  • Your systems stay the source of truthxFlo reads from them and keeps its own view current. Your data stays where it is.
  • Every action recordedWhatever an agent does in a connected system is logged against the person it was working for.
Your systems
Gmail
Slack
GitHub
HubSpot
Salesforce
Notion
Linear
Google Drive
02 · Understand

Data on its own is rows and columns. xFlo organises it around the things you actually manage and how they relate to each other.

A job has a customer, a crew, a set of days and a cost. A customer has many jobs. Margin is worked out a particular way in your business, not the generic way. xFlo captures all of this in a model that sits on top of your data. The technical name is an ontology. In practice, it means your team and your AI are working from the same picture.

  • Your systems and your own knowledge, togetherLive data from your systems sits alongside the notes, costs and decisions only your team knows. Neither overwrites the other.
  • Always currentThe model refreshes on a schedule you choose. If something changes or disappears in the source system, it is flagged, never silently lost.
  • Built with youYou know how your business works. We model it with you, starting with one area and growing from there.
Job
Customer
Crew
Cost
Days
Linked the way your business works
03 · Understand

AI is good with words and unreliable with arithmetic. So xFlo doesn’t ask it to do the sums.

When you ask for a report, the figures are worked out by tested calculations that run the same way every time. The AI’s job is to explain the result in plain language. It can’t alter the numbers, and it can’t invent them.

  • The same question, the same answerA report run today and the same report run tomorrow use the same method.
  • You know how fresh it isEvery report is stamped with the time of its data, and stale data is refreshed before the report runs.
  • Gaps are shown, not hiddenIf a figure can’t be worked out, xFlo says so. It doesn’t quietly put a zero in its place.
Job margin · this weekData as of 09:12 today
Riverside fit-out£4,21031%
Harbour refit£1,87024%
Station worksRate missingNot available
Mill Lane£73728%
Calculated by xFlo · explained by AI
04 · Work

Each agent looks after one area of your business and knows it well.

Ask a question and xFlo passes it to the right specialist: operations, finance, sales, content. Each agent decides which skills to use and in what order, and all of them work from the same model of your business. Change what an agent does by changing its skills, not by starting again.

  • The right agent for the questionYou talk to xFlo in one place. It works out who should handle it.
  • Work that carries on without youLonger jobs run in the background, and routine ones can run on a schedule.
  • One shared libraryEvery agent draws on the same skills, so an improvement in one place helps everywhere.
Chooses the skills
Content MarketerCheckpoints
Research
Draft
Review
Publish
4 skills from the library
05 · Work

A skill is one job done well, the way your business does it.

The weekly report. The quote. The follow-up email. Describe how you want it done and xFlo builds the skill with you in conversation: it drafts, you review, you approve. Start with plain instructions and add more only when the job needs it.

  • Built by describing itNo developer needed. Every proposal is shown to you as something you can review and change before it is saved.
  • Consistent every timeA skill has a clear input and a clear output, so results don’t drift.
  • Yours to keepSkills build up over time into a library of how your business does things.
Skill
Instructions
Tools
Clear inputs & outputs
Code
06 · Work

Your rules, your tone of voice and what xFlo has learned along the way are applied to every piece of work.

Set your rules and preferences once for the whole company, then refine them for a team, a project or a person. Alongside that, xFlo remembers useful facts and preferences from the work it does, so nobody has to repeat themselves.

  • Set once, followed everywhereChange a rule and the next piece of work follows it. Every change is recorded, and you can go back.
  • Gets better with useWhat xFlo learns on one piece of work is there for the next.
  • Careful with personal detailsSensitive personal information is filtered out before anything is remembered.
xFlo memory
Notices, remembers, recalls
Company knowledgeFacts, people, how things connect
What worksWhat went well, what didn’t
ConversationsPast work, preferences
EarlierBuilds with every piece of workNow
07 · Control

Before an email is sent, a post is published or an invoice is raised, you see exactly what will go out.

xFlo shows you the real thing, not a summary of it. You approve it, change it or stop it. What happened next is recorded alongside it, so there is always a clear trail of who approved what.

  • See it before it goesThe exact email, post or invoice, ready to approve or edit.
  • Independence is earnedNew agents start with every piece of work reviewed. As they prove reliable, you can let them do more on their own.
  • A clear recordApprovals, changes and results are kept, so you can always look back.
Earned independence
01
Supervised

Every piece of work reviewed

02
Checkpoints

Reviewed at set points

03
Independent

Asks when unsure

Less checking as trust grows
08 · Control

Know what every piece of work costs, and decide who has access to which parts of the business.

Every run is recorded against the team, project and skill that used it, so there are no mystery bills. Each team works in its own space with its own data and agents, and your data is kept separate from every other xFlo customer’s.

  • Costs broken down properlyBy company, team, project and skill.
  • Your limitsSet spending caps and they hold.
  • The right people, the right accessOwners, admins and members each see and do what their role allows.
Billing · this monthUSD
Company$1,247.32
Team · Marketing$681.40
Project · Q4 Campaign$420.18
Skill · Draft$180.24
Skill · Review$95.10
Skill · Publish$144.84

Bring one area of your business and the questions you wish you could answer quickly. We will show you what xFlo looks like with your systems connected and your business modelled.