You can easily connect your accounting files to XBert for auditing and workflow tasks.
When you Sign Up for XBert for your free 14-day trial and Complete Your Company Details you then select accounting software to sync files from, (or the option to start with Workflow only).
After signing up, you can add extra files at any time.
How your files stay in sync
Once a file is connected, XBert syncs it automatically in the background at least once every day - collecting the latest data, running XBert's audit checks and updating your tasks and analytics. No action is needed from you.
Need the latest data right now? You can trigger a manual sync for any client from Clients > Sync. Your practice shares a daily allowance of manual syncs (two per client per day, pooled across your team). Accounting providers such as Xero, MYOB, QuickBooks, FreeAgent and AccountsIQ limit how many times each file can be synced per day - the allowance keeps your files safely inside those limits so they are never locked out of syncing. See How To: Manually Sync a Client and Overview: How XBert Syncs Your Client Data.