Sales, CRM, AP & workplace — one AI workspace

Run your sales team, clients and back office on one AI-native workspace.

CRM, deals and field visits sit alongside supplier invoices, bookings, leave and visitor sign-ins — all wired live to Xero.

Reporting compares product performance, customer spend and rep results in a couple of clicks. Sales, finance and workplace finally share one source of truth.

Launching September 2026 · No credit card required · Priority onboarding for early registrants

A small UK team collaborating around a warm wooden table
From first lead to paid invoice

Sales, CRM, finance and workplace — one workspace.

Track leads, deals and clients in the same place your team runs bookings, approves invoices and manages people — all wired live into Xero.

Seven modules. One workspace.

Turn on what you need today. Add the rest as you grow — everything shares one login, one org structure and one audit trail.

The platform, at a glance

More than a bill scanner.

DARCY spans four sides of your business — each pillar shares one login, one org structure and one AI layer.

Sell & grow

Win more, know more

CRM, insights and bookings that make revenue visible.

Buy & pay

Purchase-to-pay, automated

Suppliers, AP inbox and product data working together.

Run the workplace

People, places, presence

Visitors, workplace, leave and HR — the operational spine.

Automate & extend

AI, mobile & the platform

Agents, mobile app, API and enterprise-grade security.

Powered by AI agents

A specialist for every corner of your business.

Not a chatbot bolted on — purpose-built agents, grounded in your Xero and workspace data.

AP agent
Codes & routes supplier invoices
Booking agent
Turns intent into meetings
CRM agent
Drafts replies from context
Insights agent
Flags top movers & dormancy
Service agent
Answers inbound questions
Customer intelligence

See what Xero can't show you.

Xero balances the books. DARCY layers a proper insights engine on top — which customers buy which products, which are quietly growing, which have gone dormant. No data warehouse required.

  • Value per customer, over any period
  • Product popularity per customer
  • Dormant account alerts before they churn
Explore Customer Intelligence
Top customers · this quarter

Ranked by value, updated live from Xero.

Category mix · Acme Ltd

Which product lines each buyer actually buys.

Value trend · YTD

Spot growers and shrinkers before month-end.

Field & Merchandising

Every visit, recorded instantly.

Field agents log visits, capture shelf photos, run merchandising checklists and complete training — live from mobile. Head office sees it the moment it happens.

Shelf photos
Visit checklists
In-app training
Real-time sync
Explore Field & Merchandising
Product Matrix

The purchase-habit view of every customer.

One grid mapping every customer against every product — what they buy, how often, what they've stopped buying. Spot gaps and cross-sells at a glance.

Customers →Products ↓
Explore Product Matrix
Built on tools you already use
XeroCreditsafeMailgunPaddleCapacitorGoogle WorkspaceMicrosoft 365
A day with DARCY

One workspace, from 8am to 5pm.

A typical day, handled without switching tools.

08:00

Visitor signs in

Contractor arrives; kiosk prints a photo badge and pings their host.

09:00

Invoice arrives

Supplier bill lands in Accounts Inbox; AI extracts and routes to Finance.

11:00

CRM reply drafted

AI drafts a reply to a buyer, grounded in their order history.

12:00

Room booked in chat

"Book Boardroom 2 for 90 min with Sam" — done, invites sent.

13:00

Field visit logged

Agent checks in on-site, snaps shelf photos and captures the order live.

14:00

Supplier onboarded

New supplier self-serves, Creditsafe passes, ready to invoice.

15:00

Leave approved

Manager approves next month's holiday from mobile; calendar updates.

17:00

KPIs roll up

Daily digest lands with sales, AP status and who's in tomorrow.

How teams get started

Live in a day — no engineer required.

STEP 1

Create your organisation

Sign up, name your workspace, invite your team. Takes about 90 seconds.

STEP 2

Turn on the modules you need

Start with Accounts Inbox and layer in Bookings, Leave or Visitors as you grow.

STEP 3

Connect Xero, email & devices

Guided integrations for accounting, inbound email and iPad kiosks.

Secure by default

Row-level security, per-tenant isolation, and audit logs on every action. Your data stays yours.

AI where it saves you time

Invoice extraction, reply drafting and natural-language bookings — grounded in your Xero data.

Fits your brand

Custom logo, colours and subdomain per workspace. Your team in the header, not ours.

Open by design

Deep Xero integration, first-party connectors and a public REST API with signed webhooks.

Warm desk with a laptop and coffee in soft afternoon light
Ready when you are

Ready to consolidate your ops stack?

Register now for early access — free trials open when DARCY launches September 2026.