XBert

Signing up takes a few minutes, and your 14-day free trial starts as soon as your account is created. Follow the steps below.

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On the Select a Sign Up method screen, pick one:

Google: sign up with your Google account. You'll still sign in to your accounting software later to connect client files.

Xero: sign up with your Xero login. This is the quickest option if your clients are in Xero.

Intuit: sign up with your Intuit (QuickBooks) login.

Email: enter your email address, then your name and a password.

- Google: sign up with your Google account. You'll still sign in to your accounting software later to connect client files.
- Xero: sign up with your Xero login. This is the quickest option if your clients are in Xero.
- Intuit: sign up with your Intuit (QuickBooks) login.
- Email: enter your email address, then your name and a password.

Enter your Company Name, then fill in the rest of your company details.

👉 Read more here: <a href="https://support.xbert.io/en/articles/5602614-how-to-complete-your-company-details">How To: Complete Your Company Details</a>

You need to connect at least one accounting file to finish signing up. It's free during your trial.

Sign in to it and choose the file or files you want to connect.

1. Select the client's accounting software.
2. Sign in to it and choose the file or files you want to connect.

Your account is set up. The client's data starts syncing in the background straight away. 🙂

Sign up for XBert and start your 14-day free trial.

How To: Sign Up for XBert

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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How To: Sign Up for XBert

1. Choose how to sign up

2. Add your company details

3. Connect your first client file

You're in!