Run your agency.
Not your spreadsheets.
XOZO gives agencies a purpose-built operational layer with AgencyOS — and a deeper financial engine when your agency needs it.
Start with the operational system designed around agency workflows.
Your agency has moving parts.
Your software should connect them.
Growing agencies quickly outgrow spreadsheets, disconnected project tools and fragmented client information.
Client Operations
Keep client information, communication and ongoing work organized instead of scattered across spreadsheets and disconnected tools.
Project Workflows
Bring your agency's day-to-day delivery workflows into one structured operational environment.
Proposals & Billing
Reduce the gap between winning work, delivering it and managing the commercial side of the engagement.
Business Visibility
Give leadership a clearer view of what is happening across clients, projects and the agency.
Meet XOZO AgencyOS.
A dedicated operational environment for agencies that need their clients, work, teams and commercial workflows organized around the way an agency actually operates.
One agency.
Two powerful layers.
Start with the app your agency needs today. Add deeper financial management when the business demands it.
XOZO AgencyOS
Built around the operational needs of agencies — clients, work, teams and business workflows.
XOZO Accounting
For agencies that need deeper financial control, accounting workflows and structured business reporting.
Start where you are.
Scale when you need to.
XOZO doesn't force every agency into the same software stack.
Keep operations simple.
For smaller agencies, AgencyOS gives you a focused operational foundation without introducing unnecessary financial complexity.
Connect operations with finance.
As your client base, revenue and financial activity grow, add XOZO Accounting for deeper financial management.
Run the business as one system.
Larger agencies can use AgencyOS for operational management and XOZO Accounting for structured financial management.
Software that grows with the agency.
Instead of forcing every business into one oversized system, XOZO is designed as a growing ecosystem of purpose-built applications.
Purpose-built
Use the application designed for the job instead of adapting your business around generic software.
Connected ecosystem
Build your software stack around the needs of your business as it grows.
Business-ready
Designed with structured business operations and financial management in mind.
Scale progressively
Start with AgencyOS and introduce deeper accounting when your agency actually needs it.
Your agency is already complex.
Your software doesn't need to be.
Start with AgencyOS. Add XOZO Accounting when your agency needs deeper financial control.