XBert

Practice and client reports on financial health, data quality and activity across your clients, and what to check when a client's reports aren't showing.

Analytics

Sunniva Andersen

Marsha Galicia

Aaron Wittman

In-depth data and reporting of all your connected files.

Banking Summary Metrics Report

Client Summary Metrics Report

Data Quality Report

Draft Time Report

Purchases Summary Metrics Report

Sales Summary Metrics Report

A practice report that shows similar to the Work screen. Includes key data for all tasks and XBerts.

Work Items Report

Practice Reports

Use the client queries report for bills without attachments and un-reconciled bank transcations

Client Queries

Health Check Report

Client Reports

Learn how the date filters work in the Health Check report

Understanding Date Filters in the Health Check Report

Analytics Report Exporting

Use the estimate accuracy report to compare the estimated time of completed work to the actual time.

Estimate Accuracy

Get the most out of the different report filters for Role Members and Staff Members

Understanding the Role Member and Staff Member Filters

Understand how reports update in the background and what to expect when you're waiting for new data to appear

When can you expect Reports (Analytics) to reflect the latest data?

Analytics FAQs

XBert.io

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Volume, creators and topics for your company.

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Track the progress of all tickets and conversations related to your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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