XBert

XBert.io

Troy Brown

Marsha Galicia

Soraya Brown

All you need to know get started with XBert

Getting Started with XBert

Aaron Wittman

Learn everything about workflow and AI data quality automation

Work

Steven Ayers

In-depth data and reporting of all your connected files

Analytics

AI Support

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

Clients

Store important client information and files

Notes

Boost your team's efficiency with templates and automation

Automation

Connect and troubleshoot third party integrations such as Xero Practice Manager

Integrations

Account Management and Settings

List of standard/fixed XBerts per business function.

XBerts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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