Your 3-Step guide to getting started with XBert
Step 1. Sync your accounting files
Focus on a few files to start with and add more as you go.
How to add Xero, MYOB and QuickBooks files
Step 2. Work through the alerts found in your files
The Artificial Intelligence (AI) will have checked your files for errors and anomalies, and you can access details and resolve options of each alert, start working through these on the Work Board.
Step 3. Invite your team members
Assign alerts to your team members to resolve and have full visibility across your team's work.
Book a 15-minute success session
Just 15 minutes with a customer success team member can help you work through your XBerts at lightning speed.