XBert

Get access to the XBert MCP and connect XBert to Claude, Claude Code, ChatGPT or Microsoft Copilot.

How to: Set up the XBert MCP

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Aaron Wittman

Marsha Galicia

Connect and troubleshoot third party integrations.

Integrations

Enhance Your Practice Management with Xero Practice Manager and XBert Integration

Mapping XBert User Accounts to a Xero Practice Manager Account

Link each XBert process to an XPM job task so tasks link to the right XPM job and your team's time goes to XPM.

Configuring Xero Practice Manager Job Linking

Link your XBert clients to their Xero Practice Manager (XPM) clients. Clients created in XPM aren't added to XBert, so add them in XBert first, then link them.

Linking Xero Practice Manager Clients to XBert Clients

Advice on how you can setup internal time and have this automatically update into XPM

Setting Up Time Tracking for Internal Time in XBert with XPM

Using XPM date labels and auto mapping with XBert

Leveraging Task-Month Labels and Quarter Conventions for Automatic Mapping to XPM Tasks

For users having trouble connecting XBert to their XPM account.

XPM Unable to Connect to XBert

How to disconnect and existing XPM integration

Disconnecting XPM

Seamlessly import roles and client groups from XPM.

How To: Import XPM roles and XPM Client Groups

Change which XPM job and job task a task or XBert is linked to, for example when it's picked up a new financial year's job, so your team's time goes…

How To: Override XPM Job Task Auto-Mapping

Sunniva Andersen

Xero Practice Manager (XPM)

For locating your API Key for Employment Hero (formerly KeyPay) payroll integration.

Where Do I Find My API Key?

Simplifying Payroll Management with Employment Hero (formerly KeyPay) and XBert Integration

To start simplifying your payroll management.

How To: Integrate with Employment Hero (formerly KeyPay)

Employment Hero (formerly KeyPay)

XBert.io

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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.

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

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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.

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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.

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

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

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

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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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