Documentation

Everything you need to master xBav.ai — from getting started to advanced workflows.

Help Documents

Core concepts, features, and support resources

Getting Started

Quick start guide for new users to set up their first entity

Chart of Accounts

Understanding and managing your account structure

Journal Entries

Creating, posting, and reversing journal entries

Financial Reports

Generate P&L, Balance Sheet, and Trial Balance

How-to Guides

Step-by-step tutorials for common tasks

Creating Entities

Step-by-step guide to create business entities

4 steps

Uploading Statements

Upload and process bank statements with AI

4 steps

AI Categorization

Categorize transactions with AI assistance

5 steps

Financial Reports

Generate professional financial statements

4 steps

Security & Compliance

SOC2 policies and enterprise-grade security

SOC2 Compliance

Overview of our SOC2 Type II controls

Data Encryption

How we encrypt data at rest and in transit

Access Control

Role-based access and permission management

Audit Logging

What we log and retention policies

Documentation

Help Documents

Getting Started

Chart of Accounts

Journal Entries

Financial Reports

How-to Guides

Creating Entities

Uploading Statements

AI Categorization

Financial Reports

Security & Compliance

SOC2 Compliance

Data Encryption

Access Control

Audit Logging

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