Welcome to XBuddy
XBuddy is an AI-native business platform that unifies 38 modules across Sales, Finance, Operations, People, and more. Run your entire business in one system with intelligent automation, real-time insights, and seamless integrations.
📊 Platform Coverage
| Category | Modules | Count |
|---|---|---|
| Sales & CRM | CRM, Sales, Customer Success, Product Marketing, POS, Service Management | 6 |
| Finance & Accounting | Finance, Accounting, Procurement | 3 |
| People & Development | HR, Payroll, Performance, OKR, Self-Service, LMS, Coaching, Time Tracking | 8 |
| Operations | Inventory, Manufacturing, Field Service, Quality, Logistics, Asset Management | 6 |
| Collaboration | Projects, Calendar, Communications, Contract Management, Approvals, E-Signatures | 6 |
| Platform | Dashboard, Analytics, Knowledge Base, Automation, Documents, Tasks | 6 |
| Verticals | F&B, Distribution | 2 |
Total: 37 modules | Bilingual (EN + VI)
🚀 Key Features
- AI-Powered Automation — 210+ intelligent agents across 24 domains handle monitoring, analysis, and action automatically
- AI Proactive Layer — Suggestions queue, real-time Feed, cross-domain Insights, and pre-built Scenarios
- Real-Time Dashboards — Executive visibility into business metrics across all modules
- Unified Data Model — No data silos, everything connected and synchronized
- Multi-Tenant Architecture — Secure, scalable platform with schema-per-tenant isolation
- Mobile-First Design — Full functionality on phones and tablets (iOS & Android)
- Vietnam Compliance — Built-in support for VAS, VAT, BHXH, PIT, and TT99/2025
📚 Quick links
🎯 Popular Use Cases
For Sales Teams
- CRM + Sales: Manage leads, opportunities, and quotes in one unified pipeline
- Integration: Auto-create invoices from won deals in Finance module
- Reporting: Real-time revenue forecasting and pipeline analytics
For Finance & Accounting
- Complete Accounting: General ledger, bank reconciliation, multi-currency support
- Compliance: Vietnamese e-invoicing, tax tracking, audit trails built-in
- Integration: Auto-sync from Sales, HR, and Operations for complete financial picture
For Operations
- Inventory Management: Real-time stock tracking across multiple locations
- Manufacturing: BOM management, production workflows, quality control
- Logistics: Shipment tracking, route optimization, supplier management
- Field Service: Technician dispatch, work orders, on-site documentation
For People Management
- Complete HR: Recruitment, employee records, training, performance management
- Payroll: Automated salary calculations with Vietnamese compliance (BHXH, PIT, VAT)
- Learning: Course management, certifications, team development tracking
- Self-Service: Employees manage leaves, expenses, and access their own records
🌍 Language Support
- ✅ English — Full documentation in English
- ✅ Vietnamese — Complete translated guides (Tiếng Việt)
- 🔄 Locale Switcher — Switch languages instantly
Use the language switcher in the top navbar to view documentation in your preferred language.
💡 Getting Started Path
- New User? → Start with Getting Started for onboarding & setup
- Explore Modules → Browse All Modules by category
- Learn Your Role → Find guides for Sales, Finance, Operations, or HR
- Set Up Integrations → Connect external tools in Integrations
- Advanced Features → Check Admin Guide for configuration & customization
Pro Tip: Use the search bar (top right) to quickly find documentation about specific features or modules. Type a keyword like “invoices”, “payroll”, or “workflow” to jump to relevant pages.