Benefits of integrating XBert

The automatic sync of data means that FreeAgent client data is continuously imported into XBert, providing real-time data health checks and analysis.

XBert's AI tools proactively identify inconsistencies, overdue invoices, compliance risks, and other financial anomalies.

With XBert, you can automate recurring tasks, prioritise activities, and track work progress, allowing accountants and bookkeepers to focus on high-value work.

Accountants can seamlessly collaborate with their clients using real-time, actionable financial insights, fostering more transparent communication.

How XBert works with FreeAgent

XBert seamlessly integrates into FreeAgent to allow the analysis of ledger data.

Once you have connected the clients that you would like to analyse, the data will sync automatically on a regular basis. You can pull live financial analysis data in the form of Power BI reports, get alerts for any discrepancies in the data and provide proactive advice to clients using our XBert Intelligence feature.

How do I get started with XBert?

You can connect XBert with FreeAgent by following these steps:

1 - Log in to XBert and select ‘Add Client’.

2 - Select the FreeAgent logo and select ‘Grant Access’.

3 - Log in to your accountant dashboard and select the clients you wish to connect from the list.

4 - Watch the data sync in minutes.