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How To: Add a Client to Workflow AI (Nano)

How to move a client onto the Nano plan, whether it is a client you already have or a brand new one, and what happens when you connect a ledger later.

Written by Sunniva Andersen

Workflow AI gives a client XBert's AI without needing a ledger connection: workflow automation, practice agents and Ask XBert chat. It runs on the Nano plan.

This article covers the ways a client moves onto Workflow AI Nano, and what happens when you later connect a ledger.

Before you start

It helps to know the difference between three things:

  • A workflow-only client has no accounting ledger connected.

  • The tier is how much of XBert works on that client:

    • Manual

    • Workflow AI

    • Financial AI

  • The plan is where the client sits under that tier.

    • Nano is the plan under Workflow AI.

    • Micro through to Enterprise are the plans under Financial AI.

Move an existing Workflow-only client onto Workflow AI

This is for a client you already have in XBert that is workflow-only and on the Manual plan.

  1. Go to Settings (the gear icon at the lower left of your screen), then under Clients select Connections to open the Client Connections page.

  2. Find the client and click Connect in the Connection column.

  3. The Connect a ledger screen opens.

  4. At the bottom of that screen, next to Not ready to connect a ledger?, click Start with Workflow AI.

  5. You go straight to Review and confirm. There is no client details form to fill in, because the client already exists in XBert.

  6. Confirm. The client moves onto the Nano plan.

Billing starts today, prorated to your current billing period, because the client is moving onto a paid plan.

If you want to see what you would get by connecting a ledger instead, click Compare what each plan includes at the bottom right of the Connect a ledger screen.

Add a new client straight onto Workflow AI

  1. In your Connect portal, open Quick Add (the + icon in the top header) and choose Add Client.

  2. On the Connect a ledger screen, look for Not ready to connect a ledger? and click Start with Workflow AI.

  3. The Start without Financial AI? screen opens.

  4. Enter the client's details, then click Continue with Workflow AI.

  5. Confirm the charge when prompted. The client is created on the Nano plan.

Move a client from Workflow AI to Financial AI

👉 Read more here: How To: Add Client Files

Need help?

If you have any questions, our support team is here to help!

Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io

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