Note: You need to be an admin user to add client files. If you're non-admin, you will not be able to add any clients.
Connecting a client's accounting ledger puts them on Financial AI, where XBert works on their real transactions - running checks, flagging risk and drafting reviews.
1. How to Add a new client file
Open Quick Add (the + icon in the top header) and choose Add Client.
The Connect a ledger screen opens.
Click the Connect a ledger button.
Select the client's accounting software: Xero, MYOB, QuickBooks or FreeAgent.
Click Grant access to [provider]. You are taken to that provider to sign in securely. XBert never sees your password.
Sign in, choose the client file or files you want to sync, and authorise the connection.
You are returned to XBert. A short Finishing up step runs, then you'll see [Client name] is connected, with a Syncing tag while their data comes in.
Syncing continues in the background, so you don't have to wait for it to finish before moving on.
From then on, XBert syncs the file automatically at least once every day. Need the latest data sooner? You can trigger a manual sync from Clients > Sync.
đ Read more here: How To: Manually Sync a Client
2. How to Connect a ledger to a client you already have
Go to Settings, then under Clients select Connections to open the Client Connections page.
Find the client and click Connect in the Connection column.
The Connect a ledger screen opens. Click the Connect a ledger button.
From here it is the same as steps 4 to 7 in section 1 above (How to Add a new client file)
During syncing, you won't be able to access or edit workflow items for that client.
The client's name in XBert is overwritten with the name on the accounting file. You can rename the client in XBert if you prefer a different name.
đ Read more here: How To: Rename a Client
What happens next
From the confirmation you can choose:
Set up your client - opens the Client Setup wizard, so you can assign staff roles, schedules and groups while syncing continues.
I'll do this later - finishes the flow. You can set clients up any time from Client Insights.
Once the file has synced, XBert checks it automatically and starts surfacing risk alerts.
If the client has no ledger to connect
You don't have to connect a ledger to add a client. On the Connect a ledger screen (step 3), next to Not ready to connect a ledger?, click Start with Workflow AI.
From there you can add the client on the Nano plan, or as a workflow-only client.
đ See How To: Add Workflow-only (Manual) Clients for the steps