Sign up for a FREETRIAL

How do I Sign Up for Free Trial, and how long is it valid?

Description

You can enroll for a risk-free product trial without being asked for your bank details! The trial period is valid for 14 days. After that, all you have to do is, from the Pricing page, click on the "Free Trial" subscription plan and proceed with the usual registration. Once you are onboarded and have had a great experience using XBP, you can select the pricing plan of your choice, pay online from the application, and continue getting the product's benefits!

Weight
4

How do I register using my Gmail address for the Sign-up process?

Description
  1. Once you register for XBP SMB, you must click on the "Get Started" button on the website, located in the top right corner. You will be redirected to the pricing page.
  2. Once you select the Free Trial or the required subscription module, click on the "Register" link that will route you to a Sign-up form. Below the sign-up form, you can view the option to "Google Sign-Up."
  3. Once you click on the Google Sign up, you might get the list of Gmail credentials you have used on your work PC, or it redirects to the Google Sign In page and asks for the credentials.
  4. Once the login process is successful, the user will be asked for Company Name, Country code, and Mobile number.
  5. Upon entering the details and clicking on "OK," the application will take you to the account setup page, where you can choose the desired pricing plan and proceed with the online payment.

Once the payment is complete, the portal will reroute you to the product landing page. And you are ready to go!

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Medium Company

Efficiency solution details
Title
Tailored AP and AR Automation Designed to Scale for Midsize Businesses with Intricate Needs
sub title
Struggling with disbursements, receipts, or employee expenditures, XBP-SMB simplifies it all.
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Tailored AP and AR Automation Designed to Scale for Midsize Businesses with More Intricate Needs
Description

Accelerate bill payments through expedited payment methods and optimize collections by accepting invoicing, card payments, and ACH payments, along with the ability to schedule and automate recurring invoices.

Get deeper visibility into vendor, employee, and customer interactions via real-time transaction reports, limitless document storage, and detailed audit trails.

Improve payment precision and minimize manual data entry by utilizing AI-powered data capture and error identification.

Improve oversight with the flexibility to create customized user roles and approval workflows, granting deeper insight into each stage of your payment process.

Link
Get started
Title
Complex FinOps, simplified by XBP-SMB
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Complex FinOps, simplified by XBP-SMB
Description

Enhanced Scalability: XBP-SMB is designed to accommodate the growing financial needs of midsize companies. Scalable solutions ensure that we can adapt and expand as a business grows, simplifying financial management during periods of change.

Strategic Financial Planning: XBP-SMB extends beyond standard financial tasks. We deploy industry experts and specialists for strategic financial planning and analysis of your business. Simplify the process of forecasting, budgeting, and setting financial goals to make informed decisions.

Powerful Integration: XBP-SMB seamlessly integrates and syncs with your existing systems and workflows. In addition to QuickBooks, FreshBooks, and Sage, XBP-SMB offers custom data integration with any accounting software to simplify your data management workflows.

Link
Know More

SMB

Efficiency solution details
Title
Everything Accounting—Under One Roof
sub title
Struggling with disbursements, receipts, or employee expenditures, XBP-SMB simplifies it all.
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Everything Accounting—Under One Roof
Description

Enhanced Cash Flow Management: With AR and AP processes integrated into a single platform, small businesses can easily monitor cash flow in real time. This holistic view allows them to make better financial decisions, ensuring that there's always enough capital for essential operations.

Reduced Data Redundancy: XBP-SMB eliminates the need for separate systems to manage AR and AP to help businesses reduce data duplication and errors. This streamlined approach ensures data consistency, increasing efficiency and accuracy.

Streamlined Auditing and Compliance: Businesses can simplify the auditing process by keeping all financial data within one software and utilizing XBP-SMB's detailed audit trails to track all transactions. Compliance with tax regulations and industry standards becomes more straightforward, reducing the risk of fines or penalties.

Link
Know More
Title
AP and AR Together, Forever
sub title
Experience unmatched efficiency and faster workflows with XBP-SMB.
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AP and AR Together, Forever
Description

Integrated Reporting and Analytics: XBP-SMB's unified system offers a single source of truth for financial data. This centralization enables small businesses to generate more meaningful insights and reports, helping them make informed strategic decisions.

Improved Customer and Vendor Relations: Combining AR and AP allows businesses to provide a seamless experience for customers and vendors. You can easily reconcile payments and invoices, leading to stronger, more transparent relationships.

Time and Cost Savings: Consolidating AR and AP processes saves significant time and cost. Small businesses can optimize their resources and manpower, redirecting them toward other critical growth areas.

Link
Know More
Title
Complex FinOps, simplified by XBP-SMB
Image
Complex FinOps, simplified by XBP-SMB
Description

Enhanced Scalability: XBP-SMB is designed to accommodate the growing financial needs of midsize companies. Scalable solutions ensure that we can adapt and expand as a business grows, simplifying financial management during periods of change.

Strategic Financial Planning: XBP-SMB extends beyond standard financial tasks. We deploy industry experts and specialists for strategic financial planning and analysis of your business. Simplify the process of forecasting, budgeting, and setting financial goals to make informed decisions.

Powerful Integration: XBP-SMB seamlessly integrates and syncs with your existing systems and workflows. In addition to QuickBooks, FreshBooks, and Sage, XBP-SMB offers custom data integration with any accounting software to simplify your data management workflows.

Link
Know More

How to activate my account in XBP?

Description
  1. Once you register for XBP SMB, you must click on the "Get Started" button on the website, located in the top right corner. You will be redirected to the pricing page.
  2. Once you select the Free Trial or the required subscription module, click on the "Register" link that will route you to a Sign-up form.
  3. After you give the user details in the Sign-Up form and click on the Sign-Up button, you will receive an email to activate your XBP account.
  4. Login to your registered email address inbox and search for the email "XBP for SMBs - Activate your account," sent by the registration team.
  5. Open the email, and click on the "Validate" link.
  6. The link will take you to the account setup page, where you can choose the desired pricing plan and proceed with the payment.
  7. Once the payment is complete, the portal will reroute you to the Login page.

And you are ready to go!

Weight
0

Accounts Receivable

Product card Details
Title
CREATE & SHIP
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CREATE & SHIP
Description

Create all types of invoices effortlessly, including recurring ones and credit memos. Schedule and send them via email, through XBP-SMB's intuitive platform.

Title
TRACK
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TRACK
Description

Maintain a vigilant eye on your invoice statuses and proactively communicate with your customers by sending timely payment-due notifications.

Title
GET PAID
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GET PAID
Description

XBP-SMB simplifies the accounts receivable process by offering versatile payment options, allowing your business to conveniently accept payments via ACH or credit cards for hassle-free financial transactions.

Title
SYNC
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SYNC
Description

XBP-SMB provides seamless, real-time synchronization with QuickBooks, FreshBooks, and Sage. Additionally, get full, custom integration to any accounting software so your systems are always in sync with XBP-SMB.

Product Feature Details
Title
Put Account Receivables on Autopilot with Auto-Charge and Auto-Pay
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Put Account Receivables on Autopilot with Auto-Charge and Auto-Pay
Description

Liberate your business from the complexities of manual invoicing and payment management.

 XBP-SMB not only saves valuable time but also ensures a consistent, reliable cash flow, allowing you to focus on what truly matters – the growth and prosperity of your business.

Title
Eliminate Cash Flow Gaps with Automated Receivables Management
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Eliminate Cash Flow Gaps with Automated Receivables Management
Description

Maximize cash inflows and minimize delays.

 Optimize your accounts receivable and minimize cash flow gaps with XBP-SMB’s automated receivables management solution.

Title
Never Miss a Payment with Automated AR Reminders
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Never Miss a Payment with Automated AR Reminders
Description

No more chasing unpaid invoices.

 Transform outstanding invoices into speedy cash flows and get paid on time, every time.

Title
SMB-Friendly AR Solutions for a Prosperous Tomorrow
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SMB-Friendly AR Solutions for a Prosperous Tomorrow
Description

Discover SMB-friendly accounts receivable solutions.

Design a clear path to a prosperous tomorrow for your small and medium-sized businesses. Achieve financial stability and experience sustainable growth with XBP-SMB.

Product card Title
From Creating an Invoice to Getting Paid in Four Easy Steps
Efficiency card details
Title
BIG-PICTURE
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BIG-PICTURE
Description

Gain clarity on your cash flow. Record incoming and outgoing transactions for quicker, informed business decisions.

Title
SMARTER CONSOLIDATION
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SMARTER CONSOLIDATION
Description

Operate within one system seamlessly synced with your accounting software. Eliminate the need for multiple solutions, simplifying financial transactions.

Title
COMPOUNDED GROWTH
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COMPOUNDED GROWTH
Description

Step into a world of future-ready finance with XBP-SMB. Boost efficiency, reduce errors, and experience steady, compounded growth.

Efficiency card Title
Simplify Your Operations. Combine AP & AR within a Single Platform.
Link
Learn more about our AP offerings

Account Payable

Product card Details
Title
CAPTURE
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CAPTURE
Description

Import invoices effortlessly from various formats and harness the power of AI-driven data capture for your bills and invoices.

Title
APPROVE
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APPROVE
Description

XBP-SMB ensures your approval processes are streamlined and agile. Create, manage bills, and issue vendor credits while seamlessly routing bills based on customized approval workflows. Stay responsive with mobile approval options and timely user notifications.

Title
PAY
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PAY
Description

Process payments to vendors through convenient wallet and ACH options while receiving timely reminders for payment deadlines, ensuring your financial transactions remain on track.

Title
SYNC
Image
SYNC
Description

XBP-SMB provides seamless, real-time synchronization with QuickBooks, FreshBooks, and Sage. Additionally, get full, custom integration to any accounting software so your systems are always in sync.

Product Feature Details
Title
Transform Your AP Department into a Profit Center
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Transform Your AP Department into a Profit Center
Description

Boost your bottom line by cutting costs and making your accounts payable process more efficient.

Title
Never Miss a Payment Again with Automated Reminders
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Never Miss a Payment Again with Automated Reminders
Description

Build stronger partnerships with your suppliers. Ensure timely payments and avoid late fees with our customizable, proactive notification system.

Title
Audit-Ready Records: Simplify Compliance with AP Automation
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Audit-Ready Records: Simplify Compliance with AP Automation
Description

Keep your financial records compliant and audit-ready at all times without any unnecessary hassle.

Title
Speed Up Your Invoice Workflow
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Speed Up Your Invoice Workflow
Description

Say goodbye to tedious data entry tasks and hello to faster, error-free invoicing.

Product card Title
Four Easy Steps to Unlocking Smarter, Faster Business Payments
Efficiency card details
Title
BIG-PICTURE
Image
BIG-PICTURE
Description

Get a big-picture view of your cash flow. Make quicker and more informed decisions for your business by keeping meticulous records of what’s coming in and going out.

Title
SMARTER CONSOLIDATION
Image
SMARTER CONSOLIDATION
Description

Operate within a single system that seamlessly synchronizes with your accounting software in both directions. Eliminate the necessity for different software solutions to manage the different aspects of your financial transactions.

Title
COMPOUNDED GROWTH
Image
COMPOUNDED GROWTH
Description

Step into a world of future-ready finance. Improved efficiency and reduction in errors result in steady, compounded growth. Choose XBP-SMB.

Efficiency card Title
Simplify Your Operations. Combine AP & AR within a Single Platform.
Link
Learn more about our AR offerings

Market Insights

Description

Join the growing number of businesses that put their trust in XBP SMB

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Market Insights
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Extra Content
Title
$225B+
Description

in total payment volume

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4.7M
Description

Network members pay or get paid with XBP

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80%+
Description

of the top 100 US accounting firms trust XBP

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400,000
Description

businesses use XBP to help automate their financial operations

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