XBert

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Engage with your clients, collect information and provide valuable insights.

Clients

How automatic syncing works, the Clients Sync page, manual syncs, and why sync frequency is limited by accounting providers.

Overview: How XBert Syncs Your Client Data

Trigger an on-demand sync for a client from the Clients Sync page, and understand the shared daily sync allowance.

How To: Manually Sync a Client

Add your clients by connecting their accounting files

Add Clients and Sync Accounting Files

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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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