Workflows · 3 launch products
Operational glue. Customer-buildable.
Operational glue connecting Bloxii products, your firm's systems, and your firm's data. Three launch products: LP Reporting Pack (continuous portfolio-to-LP bridge), AR/AP & Bookkeeping (Anthropic reference architecture aligned), and Workflow Builder (no-code customer-buildable workflows — the customer-extensibility moat).
LP Reporting Pack
“From portfolio data to LP letter in days, not weeks.”
Continuous portfolio-to-LP bridge. Quarterly LP letter generation, formatting, and distribution. Direct competitive overlap with Standard Metrics and Chronograph; Bloxii’s wedge is being part of the integrated operations platform rather than a portfolio-data point solution.
Workflow
LP reporting
Hours saved
30–50 hrs / quarter · ≈ 120–200 hrs / year
Integrates with
AR/AP & Bookkeeping
“Bookkeeping clean and current without an outsourced firm.”
Bookkeeping AR/AP automation across multi-currency portfolios. Bank reconciliation, invoice processing, expense categorisation, approval workflows. Outputs ledger-ready entries with verifiable correctness signal.
Workflow
Finance ops
Hours saved
8–12 hrs / week · ≈ 400–600 hrs / year
Integrates with
Workflow Builder
“Build firm-specific workflows in plain language. No engineering required.”
The customer-extensibility moat. Workflow Builder enables customers to compose workflows from Bloxii products, your data, and your templates. Operations Engineers build the first 5–10 firm-specific workflows during deployment; customers iterate from there. By Year 2, every customer has 30+ firm-specific custom workflows accumulated.
Why this matters. Switching cost compounds with usage. Harvey demonstrates the pattern at 25,000+ custom workflows in their platform. Every workflow your team builds is one your team won't want to rebuild somewhere else.
Sample workflow walkthroughs
- 01
Quarter-end close
Coordinates KYC across new LPs, side letter MFN compliance, capital call notifications, reconciliation, and LP reporting as one continuous workflow.
- 02
Fund close orchestration
Coordinates KYC of 47 LPs across 12 fund admins, regulatory filings, side letter MFN compliance, capital call notifications, with always-on hygiene flagging deadline drift 60 days before.
- 03
Annual audit preparation
Continuous document collation, control evidence, account reconciliation, generating audit-ready outputs throughout the year.
Build firm-specific workflows on Bloxii.
Book a discovery call. Your prospective Operations Engineer will scope the first 5–10 custom workflows for your firm — and walk through how Workflow Builder compounds over Year 1 and beyond.