Getting Started with XBert
All you need to know get started with XBert
By Troy and 7 others8 authors26 articles
- How To: Sign Up for XBertFollow these steps to start your free trial.
- Overview: Workflow AI (Nano plan)What Workflow AI is, who it suits, what it includes, and how it differs from the Manual (workflow-only) and Financial AI options.
- How To: Get Started With XBertFollow these simple steps to get started and make the most out of your XBert experience.
- Understanding XBert PricingHow XBert charges - the different client plan options, the per-user fee, and how Financial AI plans are worked out from activity volume.
- XBert Self ImplementationSelf-paced learning to guide your XBert setup journey.
- How To: Complete Your Company DetailsEnter your company details and logo.
- XBert Glossary of TermsCommonly used words when you use XBert
- XBert Officially Launches in South Africa: Revolutionising Accounting with AI and Business Intelligence
- What to Expect During an XBert Discovery Call
- How To: Load the Standard TemplatesHow to add XBert's standard template set to your account from Automation.
- How To: Get Lost or Forgotten PasswordsFor if you have lost or forgotten your password.
- How To: Set Up Two-Factor Authentication (2FA) on a New PhoneGot a new phone? Here's how to move your XBert two-factor authentication across to it.
- Can My Client See That Their File Is Connected to XBert?Yes. XBert appears in your client's connected apps in Xero. What your client can see, and what stays private in XBert.
- Where can I get the latest XBert news and contact you?
- Where can I find your Privacy Policy and Terms and Conditions?
- Which countries does XBert support?XBert works anywhere. What changes by country is which tax and business-register checks are available.
- XBert TroubleshootingThe problems people run into most often in XBert, what causes them, and where to go for each.
- Troubleshooting for XBert Browser Extension IssuesTroubleshooting for all browsers and fixes specifically for Mozilla Firefox.
- FAQ: Account DeletionWhat happens when you delete your XBert account, how long you have to change your mind, and how to stop it.
- FAQ: Client and User DeletionWhat happens to your data and your billing when you delete a client or a user.
- How To: Update the Timezone on Connect PortalHow to set your connect portal time zone uniform throughout all users.
- Can I log into XBert using different sign-in methods?Understand how sign-in methods work in XBert
XBert Fast Track Onboarding Program
Get started quickly with the XBert Fast Track Onboarding Program