XBert

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How To: Sign Up for XBert

Follow these simple steps to get started and make the most out of your XBert experience.

How To: Get Started With XBert

How To: Complete Your Company Details

Free, self-paced courses to set up XBert and get started, with links to each course.

XBert Self Implementation

XBert Glossary of Terms

Soraya Brown

Sunniva Andersen

Marsha Galicia

All you need to know get started with XBert.

Getting Started with XBert

The problems people run into most often in XBert, what causes them, and where to go for each.

XBert Troubleshooting

For if you have lost or forgotten your password.

How To: Get Lost or Forgotten Passwords

Got a new phone? Here's how to move your XBert two-factor authentication across to it.

How To: Set Up Two-Factor Authentication (2FA) on a New Phone

Yes. XBert appears in your client's connected apps in Xero. What your client can see, and what stays private in XBert.

Can My Client See That Their File Is Connected to XBert?

Where can I get the latest XBert news and contact you?

Where can I find your Privacy Policy and Terms and Conditions?

XBert works anywhere. What changes by country is which tax and business-register checks are available.

Which countries does XBert support?

Troubleshooting for all browsers and fixes specifically for Mozilla Firefox.

Troubleshooting for XBert Browser Extension Issues

Understand how sign-in methods work in XBert

Can I log into XBert using different sign-in methods?

Aaron Wittman

XBert FAQs

AU Fast Track Program

UK Fast Track Program

US Fast Track Program

ZA Fast Track Program

Steven Ayers

Troy Brown

Get started quickly with the XBert Fast Track Onboarding Program

XBert Fast Track Onboarding Program

XBert.io

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Volume, creators and topics for your company.

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Customer Portal.

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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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.

Getting Started with XBert

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