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.
XBert connects with Xero, MYOB, QuickBooks, and FreeAgent - these will sync and be checked by our AI, presenting you with risk alerts that have been found.
Follow these steps to add a new client file and sync them with XBert:
Go to the top right of your XBert Screen, click on the Quick Add button, and then select Add Client.
OR
You can also add new client files via the Add Client button on the Client Insights board.
Select the accounting software for the file/files you wish to connect.
Then select 'Grant Access'.
