Go to XBert
All Collections
Level Up with XBert
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