XBert Support Center
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Get the smarts to XBert

Getting Started with XBert

All you need to know get started with XBert

Aaron Wittman avatarSoraya Brown avatarSteven Ayers avatar
By Aaron and 4 others5 authors13 articles

Work

Learn everything about workflow and AI data quality automation

Soraya Brown avatarAaron Wittman avatarJhanav Lakhiani avatar
By Soraya and 2 others3 authors68 articles

Analytics

In-depth data and reporting of all your connected files

Steven Ayers avatarJhanav Lakhiani avatarAaron Wittman avatar
By Steven and 2 others3 authors3 articles

Clients

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

Jhanav Lakhiani avatarTroy Brown avatarSoraya Brown avatar
By Jhanav and 2 others3 authors32 articles

Notes

Store important client information and files

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By Soraya1 author14 articles

Automation

Boost your team's efficiency with templates and automation

Troy Brown avatarSoraya Brown avatarAaron Wittman avatar
By Troy and 3 others4 authors23 articles

Integrations

Connect and troubleshoot third party integrations such as Xero Practice Manager

Aaron Wittman avatarJhanav Lakhiani avatar
By Aaron and 1 other2 authors12 articles

Account Management and Settings

For details of Plans and Pricing

Soraya Brown avatarAaron Wittman avatarJhanav Lakhiani avatar
By Soraya and 2 others3 authors10 articles
XBert Support Center