XBert

AI Support

Soraya Brown

Sunniva Andersen

Engage with your clients 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

Manage your clients from one page: client groups, team access, Client Console, client user visibility, and the Links menu to rename, export or delete a client.

Overview: Client Settings

Simplifying the management and configuration of your accounting software integrations.

Overview: Client Connections

See each client's plan, activity and cost, unlock or upgrade clients, and find out why a client shows Locked or Deleting in X days.

Overview: Client Plans

For organising and sorting clients by your own custom Client Group.

Overview: Client Groups

Learn how to use Bulk Manage Client Groups to add or remove multiple clients at once.

How To: Bulk Manage Client Groups

All the info for our new and improved Client Area 

Client Area

How to connect a client's accounting ledger to XBert, and what to do if the client doesn't have one.

How To: Add Client Files

Give any client a custom display name in XBert.

How To: Rename a Client

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 a batch of Workflow AI clients at once from a CSV, instead of one at a time.

How To: Bulk Import Workflow AI Clients

Add a client with no accounting ledger, for free, so you can manage its tasks, templates and deadlines in XBert.

How To: Add Workflow-only (Manual) Clients

You can remove accounting software and non-connected clients from your XBert.

How To: Delete a Client

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

Onboarding a Client File

How to move a client onto the Nano plan, whether it is a client you already have or a brand new one, and what happens when you connect a ledger…

How To: Add a Client to Workflow AI (Nano)

Marsha Galicia

Add your clients by connecting their accounting files

Add Clients and Sync Accounting Files

How to sign up, understand your permissions, and start working in your Client Console

Getting Started: Client Console (For Clients)

A guide to accessing, navigating, and managing the Client Console

Overview: The Client Console

For communicating with your client via XBert

Client Communication via the Client Console

Give a client, or their own bookkeeper, a login to their client file in XBert, choose Admin or Non Admin, and how this differs from the XBert Capture app.

Inviting Your Clients to Your XBert Client Console

For accessing an individual client's key database information

How To: Access a Client Console

For setting recurring tasks that are assigned to the client user.

How To: Assign a Recurring Task to a Client

For controlling what your clients can see when they log in to the Client Console

How To: Manage Client Users XBert and Task Visibility in the Client Console

For quick visibility to the overall health and status of the clients file.

Client Console Reports

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

A MYOB client stuck on "Analysing data" or not syncing for days, or your team can't open its tasks? The MYOB file needs its username and password before XBert can…

MYOB Client Files Locked

MYOB Administrator Password help, support and instructions

MYOB Administrator Password Issues

Helping you understand the client user's perspective of their console and its capabilities.

Client Console - Client's Perspective

When we add to the list of Xero permissions we request access to, you will need to reconnect your Xero files to utilise our new features.

Reconnecting Files with New Xero Permissions

Why a client file locks, what happens while it is locked, and how to unlock it.

How To: Unlock a File

For when you want to assign/reassign roles to multiple clients in bulk.

Bulk Actions on Client Roles

Troubleshooting steps for payroll connection issues

Troubleshooting Payroll Issues

Use the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groups

How To: Use the Client Wizard

Move a client from Financial AI when you no longer need XBert reading their ledger, and keep the workflow side running on Nano.

How To: Move a Client from Financial AI to Workflow AI

Clients FAQs

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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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