The XBuddy Marketplace
Extend your platform. One click to activate.
Browse agents, pipeline templates, integrations, and workflow templates — all built to work together inside XBuddy.
Most Popular
Daily Finance Briefing
PipelineThe most-used pipeline on XBuddy. Delivers cashflow forecast, overdue invoices, and expense alerts every morning at 8am.
Use TemplateLead-to-Revenue Pipeline
PipelineScore every new lead instantly. If hot, the Deal Coach activates automatically with engagement tactics and next steps.
Use TemplateCashflow Forecaster
Agent · FinanceMost-used AI agent. Predicts upcoming cashflow gaps and sends alerts before liquidity becomes a problem.
Enable AgentAI Agents
(18 agents)Purpose-built autonomous agents for every business domain. Each one runs independently or as part of a pipeline.
Cashflow Forecaster
Analyzes your receivables, payables, and bank balances to predict upcoming cashflow gaps. Sends alerts when liquidity risk is detected.
Invoice Collector
Monitors overdue invoices, sends personalized follow-up reminders to customers, and escalates to account managers when needed.
Expense Anomaly Detector
Scans expense claims for outliers, duplicate submissions, and policy violations. Flags suspicious entries before approval.
Financial Close Assistant
Automates month-end close tasks — reconciliation checks, accrual reminders, variance analysis, and close pack generation.
Bank Reconciliation Assistant
Matches bank statement transactions against journal entries, flags unreconciled items, and suggests corrections.
Cost Center Variance Agent
Compares actual spend against budget by cost center, highlights variances above threshold, and identifies root causes.
Budget Variance Alert
Tracks budget consumption in real time and notifies budget owners when spending approaches or exceeds defined thresholds.
Lead Scorer
Evaluates new leads using firmographic, behavioral, and engagement signals to produce a score and recommended next action.
Deal Coach
Reviews open deals for risk signals — stalled stages, missing stakeholders, competitive threats — and suggests tactics.
Quote Follow-up Agent
Tracks sent quotations, sends timely follow-up messages, adjusts messaging based on customer response patterns.
Employee Engagement Monitor
Aggregates survey responses, attendance patterns, and leave usage to score team engagement and flag at-risk employees.
Performance Coach
Reviews performance review data and OKR progress to identify coaching opportunities and suggest development actions.
Leave Pattern Analyst
Detects unusual leave patterns — excessive absences, Monday/Friday clustering, burnout signals — and alerts HR managers.
Retention Risk Predictor
Combines tenure, engagement scores, and compensation data to identify employees at high flight risk before they resign.
Succession Planning Agent
Maps critical roles, identifies internal candidates based on skills and performance, and highlights succession gaps.
Workforce Planning Agent
Forecasts headcount needs based on pipeline, growth projections, and attrition data. Generates hiring recommendations.
Weekly Business Digest
Compiles a cross-functional weekly briefing — finance highlights, sales pipeline, HR pulse, and operations status — delivered every Monday.
Customer Health Monitor
Tracks customer engagement, support tickets, and contract status to score account health and flag churn risk.
Pipeline Templates
(8 templates)Pre-built multi-agent workflows. Activate with one click and customize trigger conditions and steps.
Daily Finance Briefing
Start every day with a complete picture of your finances. Cashflow forecast, overdue invoices, and expense anomalies — delivered at 8am.
Lead-to-Revenue Pipeline
The moment a new lead enters XBuddy, it's automatically scored. If hot, the Deal Coach activates with engagement tactics and next-step suggestions.
Month-End Close Pack
Automate your entire month-end close. Reconciliation checks, variance analysis, accrual reminders, and a complete close pack — all in one pipeline.
Overdue Invoice Recovery
Triggered automatically when an invoice becomes overdue. The collector sends a tailored follow-up and escalates to the account manager if no response.
Weekly HR Pulse
Every Friday, get a complete picture of your workforce health — engagement scores, leave anomalies, and retention risks flagged before the weekend.
Weekly Business Digest
Monday morning briefing that pulls data from every department — finance, sales pipeline, HR, and operations — and delivers a unified summary.
Talent Risk Monitor
Proactively identify flight risks and succession gaps before they become problems. Runs weekly and highlights people risks that need attention.
Daily Operations Health Check
A morning cross-functional check that surfaces anything that needs attention today — customer health alerts, overdue tasks, and delivery blockers.
Integrations
Connect XBuddy to the tools your business already uses — payment gateways, communication platforms, and more.
Stripe
PaymentsPayment processing, subscription billing, and revenue management. Sync invoices and payments automatically.
MoMo
PaymentsVietnam's leading mobile payment gateway. Accept MoMo QR payments and transfers directly from XBuddy.
BIDV
BankingDirect bank transfer integration with BIDV. Reconcile bank statements and initiate transfers from Finance module.
Google Calendar
ProductivitySync meetings, schedule events, and create calendar entries directly from CRM, HR, and Field Service modules.
Gmail / Outlook
EmailTwo-way email sync for CRM. Log emails automatically, send from XBuddy, and track opens and replies.
Slack
CommunicationPush XBuddy notifications, alerts, and AI summaries to your Slack channels. Never miss a critical event.
Zapier
AutomationConnect XBuddy to 6,000+ apps via Zapier. Trigger XBuddy workflows from external events and push data out.
Make (Integromat)
AutomationVisual automation builder that connects XBuddy with your existing stack. Build powerful multi-step workflows.
Workflow Templates
No-code approval flows for common business processes. Assign approvers, set conditions, and go live in minutes.
Invoice Approval
FinanceMulti-level approval for invoices above threshold. Auto-routes based on amount and cost center.
Purchase Order Approval
ProcurementRoute POs through department head and finance based on value. Block payment until all approvals are complete.
Leave Request Approval
HREmployee submits leave, direct manager approves, HR is notified. Conflicts with team calendar are flagged.
Expense Claim
FinanceSubmit receipts, get manager approval, finance processes reimbursement. Policy checks run automatically.
Sales Quote Approval
SalesLarge quotes or custom discounts require approval before sending to customers. Protects margins automatically.
Build your own? Join the XBuddy Partner Program.
Create agents, pipeline templates, or integrations and publish them to the XBuddy Marketplace. Reach thousands of businesses.
Contact UsReady 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