XBert

XBert.io

Troy Brown

Marsha Galicia

Soraya Brown

All you need to know get started with XBert

Getting Started with XBert

Sunniva Andersen

Learn everything about workflow and AI data quality automation

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Engage with your clients, collect information and provide valuable insights.

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Boost your team's efficiency with templates and automation

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Connect and troubleshoot third party integrations such as Xero Practice Manager

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Account Management and Settings

Aaron Wittman

List of standard/fixed XBerts per business function.

XBerts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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