Index / Software / XOi
Point tools & AI-native · Experience scope unverified

XOi

XOi is listed as Point tools & AI-native software. This category contains tools designed for a specific task. Check the documented product scope below.

Workable
Data access and AI assessment
Not verified
AI built into the product
Not verified
Product development signal
mid
Business size
Custom vendor quote
Pricing model
Export route documented; API access not verified
Data access
Not verified
Certified payroll: wage reports required on some public works projects
Not verified
Accounting basis: when income and costs enter the books
Not verified
WIP / percentage of completion: progress and earnings on unfinished jobs

What it is

Not verified from available source evidence: Category Desc, Target User, Ownership, Founded Year. Unavailable evidence is not a negative product verdict.

Pricing & cost

Pricing Model

Quote-only, subscription-based tier model (categorized into Core, Premium, Advisor, and Data APIs tiers).

Source: xoi.io: Pricing & cost
API Or Integration Fees

API access and data integrations are offered as a distinct product module ('Data APIs: Power asset intelligence inside your platform') and as add-on features. Pricing for API access is customized and quote-only.

Source: xoi.io: Pricing & cost
Implementation Cost

Implementation and onboarding are provided through three structured tier packages (Standard, Pro, Enterprise), but specific dollar figures are not publicly disclosed and require a custom quote.

Source: xoi.io: Pricing & cost

Not verified from available source evidence: Typical Cost. Unavailable evidence is not a negative product verdict.

API & data access

Data Export Options

Reports can be exported on-demand ('Export Now') or automatically on a configured cadence ('Scheduled Exports') via email attachments. Supported export formats include CSV, XLSX, PDF, and PNG.

Source: xoi.zendesk.com: API & data access

Not verified from available source evidence: Has API, API Type, API Access Gating. Unavailable evidence is not a negative product verdict.

Native AI features

Not verified from available source evidence: AI Features Summary, AI Dispatch, AI Finance, AI Assistant Or MCP. Unavailable evidence is not a negative product verdict.

Integrations & ecosystem

Accounting Integrations

XOi connects to general accounting platforms (such as QuickBooks, Sage Intacct, Viewpoint Vista/Spectrum, and Microsoft Dynamics) primarily via third-party partner bridges through Field Service Management (FSM) software like FieldConnect and ServiceTitan. It also offers direct native integrations with field, CMMS, and industry-specific ERP systems including Davisware, Jonas Construction Software, SAMPro Enterprise, COINS, Simpro, Quadra, and Brightly Asset Essentials.

Source: xoi.io: Integrations & ecosystem
Marketplace

XOi does not maintain a public self-service app marketplace or developer directory. It features an official integrations and partners directory page on its website detailing verified software partner integrations.

Source: xoi.io: Integrations & ecosystem
Unified API Support

Neither Agave nor Merge.dev offers a pre-built unified-API connector specifically supporting XOi. Integrations with XOi are built directly using XOi's proprietary REST APIs and webhooks.

Source: xoi.io: Integrations & ecosystem

Accounting fit & implementation

Accounting Method

Not applicable. XOi is not an accounting system and does not manage financial general ledgers or cash vs. accrual accounting methods; financial management is deferred to connected ERP software.

Source: xoi.io: Accounting fit & implementation
Implementation Time

Minimal onboarding time, typically taking from a few days to several weeks through a phased rollout across technicians.

Source: capterra.com: Accounting fit & implementation
Requires Implementer

No. Implementation is conducted directly by XOi's internal implementation and customer success teams, rather than requiring a third-party VAR or external paid implementer.

Source: comfortservicehub.com: Accounting fit & implementation

Not verified from available source evidence: Certified Payroll, WIP POC Support. Unavailable evidence is not a negative product verdict.

Adoption & market position

Market Position

XOi is a leading provider of visual documentation, technician enablement, and field service intelligence software designed for commercial and residential trade contractors (HVAC, mechanical, electrical, and plumbing). It functions as an asset intelligence layer and field data capture system that integrates into existing field service management (FSM) software rather than competing directly with full-suite ERP/FSM solutions.

Source: businesswire.com: Adoption & market position

Not verified from available source evidence: Customer Scale, Momentum. Unavailable evidence is not a negative product verdict.

Related sources (topic background, not support for every fact):

Displayed research carries source references (linked above). The original research includes an experience marker; implementation scope has not been independently reviewed for every marked tool. Fields without a cited URL, with unavailable source metadata, or with a known-dead citation are withheld. A cited URL does not certify claim support or current retrieval; citations have not all been individually re-verified. Topic reading lists provide background and do not support every claim. The AI-readiness tier is a transparent heuristic from cited data-access and AI research, not a vendor ranking. This is our assessment as of 2026, not advice; software features and pricing change, and vendors are welcome to correct anything here, verify current specifics with the vendor before deciding.

Other tools in point solution

See the whole picture

XOi is one of 103 tools indexed for data access and AI research.

Browse the software index →