Level Up with XBert

How to use our powerful data tools and reports to grow your services and practice

5 articles in this collection
Written by Aaron Wittman and Carrie Riessen

Why use XBert?

Complete and up-to-date visibility over the business' financial health

Written by Aaron Wittman
Updated over a week ago

Navigate your XBert CONNECT portal

Manage workflow and resolve financial risks - all from the one dashboard!

Written by Aaron Wittman
Updated over a week ago

Efficiently Manage Workflow

With Work Board, Reporting Period Selector, Filters and Team View

Written by Aaron Wittman
Updated over a week ago

Can I view tasks in calendar view

Look at tasks across any date range with Team View, Work View and the Date Range Selector.

Written by Carrie Riessen
Updated over a week ago

Use XBert Review

To know how much money and time you've saved

Written by Aaron Wittman
Updated over a week ago