XBert

    5 out of 5 stars
    XBert is your trusty sidekick, tirelessly checking the data for errors and helping you manage workflow easily. AI Audit helps you automate manual bookkeeping checks, and intuitive workflow management keeps you and your team focused, efficient and productive.

    Overview

    Sleep better knowing you’re not missing a thing, with more than 65 AI audit risk alerts checking the data and alerting you to errors, inconsistencies and behavioural patterns, as they arise. Couple this with XBert’s intuitive workflow management tools built for the way you work, and you’ll be the most productive you’ve ever been. XBert and Xero work together to help bookkeepers, accountants and advisors: • Know the data is accurate and reduce your manual tasks: XBert has more than 65 AI Audit risk alerts trawling your client data multiple times a day and flagging issues, inconsistencies and errors as they arise.

    • Streamline and standardise your processes: Pre-loaded processes to help you streamline workflow. Templates and Client scheduling allow you to customise workflow and automate task creation.

    • Have full visibility over workload: Manage your workload and your teams in one simple Dashboard. Work in Client View, Team View, assign Priority Tasks and collaborate with your team – all in one spot.

    • Collaborate with clients: Client console allows you to communicate with clients, assign tasks and obtain information, providing a neat trail of correspondence for compliance.

    • Grow your advisory: Analytics and integrated business intelligence reports give you insights into the health of your client’s business as the click of a button.

    • Manage your team's capacity: Add estimated time to Template Tasks and manage your team's capacity.

    XBert is an easy-to-use and unique Xero add-on.

    In minutes, you can be up and running with two years of data at your fingertips and the visibility over workflow status, team workload and advisory clients you always wanted. Access XBert on any enabled device, anytime and anywhere.

    Explore all features of XBert

    XBert + Xero

    XBert automatically syncs every hour with key Xero entities: Journals, Users, Profit & Loss, Invoices, Bank Transactions, Bank Statements. Accounts, Organisations, Credit Notes, Bank Transfers, Payments, and Contacts. XBert is like bookkeeping insurance; automatically detecting financial risks and identifying anomalies and business patterns. XBert offers total visibility, streamlines bookkeeping processes, improves your productivity and workflow, and allows greater collaboration between bookkeepers, accountants, business owners, and finance teams. XBert enhances Xero's world-leading online accounting software by delivering an efficient solution to manage your practice's workflows, resolve risk and save money.

    XBert is available for all regions

    Customers in regions other than Australia can access the full process automation, workflow management and collaboration features plus all non-tax alerts. We’re working on international tax integrations, which will be ready soon.

    Reviews & ratings

    5.0 out of 5 stars
    20 Reviews
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    SL
    Scott Leonard
    Posted
    5 out of 5 stars

    What a great resource!

    Loving my XBert! An intuitive and well-designed task management program combined with an awesome tool that interrogates your accounting software in real time, provides detailed feedback on inconsistencies and errors, and can even 'auto correct' some errors from within the program. Highly recommended.
    SB
    Simon Birdsall
    Posted
    5 out of 5 stars

    Excellent practice management software and support

    We've tried a few different practice management systems over the years - We're relieved to have found Xbert is the solution for us! I love how we can send quick messages to Carrie and the support team from within Xbert, and we get very helpful, fast responses back.
    SD
    Sue Dowling
    Posted
    5 out of 5 stars

    Game changer

    Love this product - for many reasons (see XBert site for my case study) - also want to mention the speedy response to queries or comments. The team are fantastic and you feel like you're really participating in the product development. Huge XBert fan!
    Additional info

    Shared data

    Xero
    XBert
    Budgetsshared from Xero to XBert
    PayRunsshared from Xero to XBert
    PayItemsshared from Xero to XBert
    Accountsshared from Xero to XBert
    Overpaymentsshared from Xero to XBert
    Payment Servicesshared from Xero to XBert
    Usersshared from Xero to XBert
    Tracking Categoriesshared from Xero to XBert
    Purchase Ordersshared from Xero to XBert
    Prepaymentsshared from Xero to XBert
    Manual Journalsshared from Xero to XBert
    Journalsshared from Xero to XBert
    Invoicesshared from Xero to XBert
    Employeesshared from Xero to XBert
    Credit Notesshared from Xero to XBert
    Contactsshared from Xero to XBert
    Bank Transfersshared from Xero to XBert
    Bank Transactionsshared from Xero to XBert

    App details

    Added in 2019

    Countries

    Australia, Canada, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughContact supportsupport@xbert.io

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.