XBert

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

AI Support

Add your clients by connecting their accounting files

Add Clients and Sync Accounting Files

XBert.io

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Create your workspace and invite the people you work with.

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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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