XBert at scale for advisors, franchises, and owners to efficiently manage multiple businesses
Sign up, sync your data, add your team
Common questions answered
Navigating the dashboard, collaborate, resolve XBerts, and more
Here's where you can learn about all the things XBert and XBert CONNECT can do.
Personal, business, invites, edit permissions and more
- XBert CONNECT's List View and Summary View
- Setting up processes and automating XBert mapping in XBert CONNECT
- Use XBert CONNECT's Process Status dashboard, Reporting Period Selector, filters and Team View to efficiently manage workflow
- How do I create an XBert CONNECT account?
- Time to take the first step!
- Invite or add a business to XBert
- What is an XBert?
- How do I use the browser extension in Xero?
- XBert reads your bills, invoices and attachments giving added protection against ABN and GST errors and fraud