Workflow Builder · The Flagship
Custom agents and workflows, built for your firm.
Workflow Builder is how Bloxii becomes yours. Your Operations Engineer builds the first agents and workflows during deployment, your rules, your terminology, your approval gates, and you extend from there. Every workflow encodes how your firm actually works.
Always-on
Your workflows keep watching between cycles.
Bloxii runs the always-on hygiene underneath your workflows, surfacing what matters before it becomes a problem. Alerts, never automatic actions, you decide what happens next.
Custom agents and workflows, built for your firm.
Workflow Builder is how Bloxii becomes yours.
Built around how your firm works. Your Operations Engineer builds the first custom agents and workflows during deployment, your rules, your terminology, your approval gates, on your existing systems, with no migration. You extend from there. Every workflow encodes how your firm actually works: the AI does the operational work, and your team reviews, approves, and keeps judgment on every output.
Why it compounds. Switching cost grows with use. By Year 2, a typical firm has 30+ of its own workflows, encoding LP categorisation, side-letter logic, reconciliation rules and partner preferences no competitor can replicate.
Examples of configured workflows
- 01
Quarter-end close
One continuous workflow across new-LP onboarding, side-letter compliance, capital-call notifications, reconciliation and LP reporting, your team reviews and approves at each gate.
- 02
Fund-close orchestration
Coordinates LP onboarding across multiple fund admins, regulatory filings, side-letter compliance and capital-call notifications, with always-on hygiene flagging deadline drift well in advance.
- 03
Annual audit prep
Continuous document collation, control evidence and account reconciliation, generating audit-ready outputs throughout the year.
LP reporting
“From portfolio data to LP letter in days, not weeks.”
A custom workflow your Operations Engineer builds for your firm, a continuous portfolio-to-LP bridge. Quarterly LP letter generation, formatting, and distribution, encoding your reporting templates and your categorisation. The AI does the work; your team reviews and approves every output.
Workflow
Example workflow
Hours saved
30–50 hrs / quarter · ≈ 120–200 hrs / year (projected)
Integrates with
AR / AP & bookkeeping
“Bookkeeping clean and current, run on your existing systems.”
A custom workflow for AR/AP across multi-currency portfolios. Bank reconciliation, invoice processing, expense categorisation and approval gates, on your Xero, Sage or fund admin, with no migration. Outputs ledger-ready entries your Operations Engineer keeps tuned; you keep sign-off.
Workflow
Example workflow
Hours saved
8–12 hrs / week · ≈ 400–600 hrs / year (projected)
Integrates with
Build custom agents and workflows on Bloxii.
Book a discovery call, your Operations Engineer scopes your first custom workflows. One working session, you prepare nothing: we map your processes from how you operate today.