You can sync accounting files across Xero, MYOB, QuickBooks and FreeAgent.
Easily add Xero, MYOB, QuickBooks and FreeAgent files to XBert at any time, these will sync and be checked by our AI, presenting you with risk alerts that have been found.
❗IMPORTANT: 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.
Click play for a quick video guide! ✨
To add new client files and sync them with XBert...
Go to the top right of the CONNECT Portal, 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 Clients board.
Select the accounting software of the file/files you wish to connect. Then select 'Grant Access'.
