XBert

XBert.io

Soraya Brown

Sunniva Andersen

Marsha Galicia

All you need to know get started with XBert.

Getting Started with XBert

Everything about your team's work in XBert: tasks and workflow, XBerts, and tips to get the most out of it.

Workflow Foundations

Aaron Wittman

In-depth data and reporting of all your connected files.

Analytics

AI Support

Engage with your clients and provide valuable insights.

Clients

Troy Brown

Boost your team's efficiency with templates and automation.

Automation

Set up Receipt Capture, get receipts in from your clients, and review and publish them to the ledger.

Receipt Capture

Set up the XBert Capture app for your clients, chat with them from XBert, and help them use the app.

XBert Capture

Connect and troubleshoot third party integrations.

Integrations

Account Management and Settings

List of 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.

{appName} in 60 seconds

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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