Sign up to XBert app for the first time and you’ll be sent to the FreeAgent log in screen and be prompted to integrate your FreeAgent account.

When using XBert, any alerts you receive can be fixed within FreeAgent or using our Auto-Resolve functions in XBert. These features save you hours of work. Once the underlying issue is fixed, the XBert will show as resolved after the next data sync, and then you can file that XBert away. We only store the data needed to provide you with the relevant XBert notifications, and this data is stored in an encrypted database.

XBert connects with these key FreeAgent entities: Journals, Users, Profit Loss, Invoices, Bank Transactions, Bank Statements. Accounts, Organisations, Credit Notes, Bank Transfers, Payments, and Contacts.