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How To: Delete Your XBert Account

How to cancel your XBert subscription and remove your account, what happens to your data and when, and how to reverse it if you change your mind.

Written by AI Support

‼️ Deleting your XBert account cancels your subscription and permanently removes your Connect portal, every client connected to it and all of your XBert data.

It cannot be undone.

Before you start

If you only want to remove one thing rather than the whole account, use these instead:


Step 1: Open Account Settings

In your Connect portal, click the settings icon (gear) in the lower left of the navigation bar, then choose Account Settings under Organisation.


Step 2: Start the cancellation

Scroll to the bottom of Account Settings to Account no longer required and click Cancel your account and schedule for deletion.


Step 3: Review what you lose

The Before you cancel screen lists everything that will be removed, with a live count of your tasks, alerts, bills, invoices, bank transactions, contacts, payroll records and more.

It also shows two dates:

  • the date your account is cancelled (your next billing date)

  • the date your data is permanently removed (7 days later)

All AI Memories and Learnings for your portal are removed as well.

Click Continue to cancel to keep going, or Close to stop here.


Step 4: Tell us why

On Why are you leaving?, pick the main reason from the list and add anything else you want us to know in the optional comment box.

Click Next.


Step 5: Talk to us first (optional)

Before you go offers a free, no-commitment conversation with a specialist who can look at your specific situation. If you would like that, click Tell us what's going on.

If not, click Continue cancelling.


Step 6: Confirm the deletion

The final screen confirms what deleting permanently removes:

  • Your Connect portal and all of its settings

  • Every client tenant, including their data and history

  • All XBert automations and AI memory

To confirm, type your portal name exactly as shown, tick I am authorised to delete this account, then click Delete account.

If you have changed your mind, click Keep my account.


What happens next

When

What happens

Straight away

Your account is scheduled for cancellation. You can still log in and use XBert.

Your next billing date

Your subscription is cancelled.

7 days after that

All data is permanently removed and cannot be recovered.


How to stop a scheduled deletion

Once your account is scheduled, a red banner appears at the top of XBert counting down to the cancellation date, for example Account Cancellation in 27 days.

You can stop it at any time before that date, in either of two places:

  • Click Stop in the red banner.

  • Go back to Settings > Account Settings. Under Account no longer required you will see the scheduled cancellation date and who actioned it. Click Keep Account - Stop Cancellation.

Closing the banner with the X only hides it for now. It does not stop the cancellation.


For more detail, see Account Deletion FAQs.

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