Getting Started with XBert
All you need to know get started with XBert
By Troy and 7 others8 authors26 articles
Work
Learn everything about workflow and AI data quality automation
By Soraya and 4 others5 authors88 articles
Analytics
In-depth data and reporting of all your connected files
By Steven and 2 others3 authors15 articles
Clients
Engage with your clients, collect information and provide valuable insights.
By AI Support and 3 others4 authors34 articles
Notes
Store important client information and files
By AI Support and 2 others3 authors16 articles
Automation
Boost your team's efficiency with templates and automation
By Marsha and 5 others6 authors66 articles
Receipt Capture
Set up Receipt Capture, get receipts in from your clients, and review and publish them to the ledger.
By Sunniva1 author25 articles
XBert Capture
Set up the XBert Capture app for your clients, chat with them from XBert, and help them use the app.
By Sunniva1 author20 articles
Integrations
Connect and troubleshoot third party integrations such as Xero Practice Manager
By Aaron and 2 others3 authors16 articles
Account Management and Settings
For details of Plans and Pricing
By Marsha and 3 others4 authors17 articles
XBerts
List of fixed XBerts per business function.
By Aaron1 author170 articles
