Xero & XPM Integration
Our XBerts sync with your accounting package multiple times a day, giving you the accurate, up-to-date data you need. Sign up with your Xero login and you'll be prompted to integrate your account on first sign-in.
Any alerts can be fixed in Xero or with XBert's Auto-Resolve functions, saving you hours. Once resolved, the XBert clears after the next sync and can be filed away. We only store the data needed for your notifications, kept in an encrypted database.
XBert connects with these Xero entities: Journals, Users, Profit & Loss, Invoices, Bank Transactions, Bank Statements, Accounts, Organisations, Credit Notes, Bank Transfers, Payments, Payroll (if applicable), and Contacts.
Get a real-time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on-the-go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click OK to reconcile.
Workflow connected to your client data supercharges efficiency and accuracy.
Your 24/7 second set of eyes - and data health reports to share with clients.
Monitor your data by creating custom alerts with a prompt.
Understand client data under management to grow your firm.
See what firms are monitoring and finding advisory opportunities.
Get the answers you need faster and add value to your clients.
Don't be left behind. Talk to a human today and learn how XBert can supercharge your accuracy and efficiency - starting with a free trial.
