All you need to know get started with XBert
Everything about your team's work in XBert: managing tasks and workflow, resolving XBerts, and tips to get the most out of it.
In-depth data and reporting of all your connected files
Engage with your clients, collect information and provide valuable insights.
Store important client information and files
Boost your team's efficiency with templates and automation
Set up Receipt Capture, get receipts in from your clients, and review and publish them to the ledger.
Set up the XBert Capture app for your clients, chat with them from XBert, and help them use the app.
Connect and troubleshoot third party integrations such as Xero Practice Manager
For details of Plans and Pricing
List of fixed XBerts per business function.