XBert

We've extended XBert Intelligence and custom XBert capabilities, bringing you in-depth practice insights and powerful analytics.

Overview: XBert Intelligence

Marsha Galicia

Automation Best Practices

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

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English

How To: Sign Up for XBert

How To: Get Started With XBert

How To: Complete Your Company Details

XBert Self Implementation

XBert Glossary of Terms

Getting Started with XBert

XBert Troubleshooting

How To: Get Lost or Forgotten Passwords

How To: Set Up Two-Factor Authentication (2FA) on a New Phone

Can My Client See That Their File Is Connected to XBert?

Where can I get the latest XBert news and contact you?

Where can I find your Privacy Policy and Terms and Conditions?

Which countries does XBert support?

Troubleshooting for XBert Browser Extension Issues

Can I log into XBert using different sign-in methods?

XBert FAQs

AU Fast Track Program

UK Fast Track Program

US Fast Track Program

ZA Fast Track Program

XBert Fast Track Onboarding Program

Workflow Foundations

Work

Work View

Task Management

Priority Board

Managing Team Members

Time Tracking

Other Workflow Features

XBert for New Zealand: the NZBN register & NZ-specific XBerts

Overview: Business Registration Number and GST/VAT XBerts

How To: See What XBerts are Due This Month

Overview: XBerts

How To: Resolve an XBert

Auto-Resolve

Overview: Resolve

How To: Complete an XBert

How To: Update the Status of an XBert

How To: Move an XBert to Another Process

How to: See Completed XBerts

How To: Edit the Due Date of an XBert

Sync Your Accounting Software Files

Expert Business Alerts (XBerts)

Using Microsoft Outlook to Send Emails into XBert as Tasks Automatically

How do outages in Xero or Xero Practice Manager (XPM) impact time entries in XBert, and what are the workarounds?

Export Work Items

Managing WIP for Fixed Fee Jobs Invoiced via Xero

Work Best Practices

Overview: Client Notes

How To: Find, Edit and Delete Client Notes

Notes Version - History and Restore

How To: Add Note Link Tags

Notes

Analytics

Banking Summary Metrics Report

Client Summary Metrics Report

Data Quality Report

Draft Time Report

Purchases Summary Metrics Report

Sales Summary Metrics Report

Work Items Report

Practice Reports

Client Queries

Health Check Report

Client Reports

Understanding Date Filters in the Health Check Report

Analytics Report Exporting

Estimate Accuracy

Understanding the Role Member and Staff Member Filters

When can you expect Reports (Analytics) to reflect the latest data?

Analytics FAQs

Clients

Overview: Client Insights

Overview: Client Roles

Overview: Client Settings

Overview: Client Connections

Overview: Client Plans

Overview: Client Groups

How To: Bulk Manage Client Groups

Client Area

How To: Add Client Files

How To: Rename a Client

Overview: How XBert Syncs Your Client Data

How To: Manually Sync a Client

How To: Bulk Import Workflow AI Clients

How To: Add Workflow-only (Manual) Clients

How To: Delete a Client

Onboarding a Client File

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

Add Clients and Sync Accounting Files

Getting Started: Client Console (For Clients)

Overview: The Client Console

Client Communication via the Client Console

Inviting Your Clients to Your XBert Client Console

How To: Access a Client Console

How To: Assign a Recurring Task to a Client

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

Client Console Reports

How To: Assign a Client Role to a Client User

Client Console

MYOB Client Files Locked

MYOB Administrator Password Issues

Client Console - Client's Perspective

Reconnecting Files with New Xero Permissions

How To: Unlock a File

Bulk Actions on Client Roles

Troubleshooting Payroll Issues

How To: Use the Client Wizard

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

Clients FAQs

Overview: Automation

Automation