XBert

Sunniva Andersen

Marsha Galicia

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

Clients

At-a-glance health, risk and activity metrics for every connected client

Overview: Client Insights

To streamline role management, we have introduced a separate Roles tab.

Overview: Client Roles

Simplifying the management and configuration of your accounting software integrations.

Overview: Client Connections

All the info for our new and improved Client Area 

Client Area

A quick guide on how to onboard new client files in XBert.

Onboarding a Client File

Add your clients by connecting their accounting files

Add Clients and Sync Accounting Files

Set up a Client User, then assign them a Client Role on the Clients > Client Roles page.

How To: Assign a Client Role to a Client User

Assign tasks and collaborate effortlessly with your clients

Client Console

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.

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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