XBert

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

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

So that they can be included in your workflow.

How To: Add Workflow-only 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

AI Support

Marsha Galicia

Sunniva Andersen

Add your clients by connecting their accounting files

Add Clients and Sync Accounting Files

XBert.io

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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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