Nano is XBert's plan for clients you do not connect an accounting ledger for.
It sits under Workflow AI, which is the level of XBert that works on your practice rather than on a client's financial data.
A client on Nano gets XBert's AI helping your team run the work for that client, without any accounting software being connected.
What a Nano client includes
On top of everything in the Manual option - the client record, tasks, deadlines, capacity, process workflows, and the work views - Nano adds:
Workflow automation. XBert moves work through your firm's workflows, creating tasks, notes and schedules on request.
Practice agents. Firm-level AI agents covering team capacity and upcoming deadlines. They work on your practice, not on ledger data.
XBert Intelligence chat. A conversational AI assistant in the app that answers questions and takes actions across your practice workflow.
Access from other AI tools via an MCP, so you can reach your practice and client workflow data from the AI assistant your firm already uses.
đ Read more here: Setting up the MCP
What Nano does not include
Anything that reads a client's accounting ledger. That means no exception detection, no data-quality checks on live transactions, no compliance agents, no review automation and no Custom XBerts for that client.
Those all belong to Financial AI, and they need a connected ledger to work at all.
This is not a restriction applied to Nano clients - there is simply no financial data for XBert to read.
How Nano is priced
Nano is a flat price per client per month, with no activity limit. It is available monthly or annually.
This is different from Financial AI plans, which are sized by activity volume, so a busier client costs more. A Nano client has no activity band to outgrow, so the price does not move as the client gets busier.
Pricing per region
Region | Cost per Client, per Month |
Australia + New Zealand | AUD $4.89 |
United Kingdom | GBP ÂŁ3.00 |
South Africa | ZAR R 44.00 |
United States | USD $4.89 |
Nano and ledgers
A Nano client never has a ledger connected. The two move together automatically:
Connect a ledger to a Nano client and it moves up to a Financial AI plan on its own. Its checks and reporting switch on, with nothing to re-set up.
Need a hand? Reach out to us at support@xbert.io and we'll be happy to help.