XBert
37 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
Most recent reviews

Axel Tracy
Posted 26 Aug 2023
Data Quality checks help me avoid quoting mistakes
I'm a relatively new customer and your software just paid it itself many times over in 48 hours.
After connecting a new file for a prospective client I have just avoided a major underquoting situation by letting XBert perform a Health Check on the Xero file prior to me quoting.
In short, based on the discovery call I had with the client my initial analysis was to charge $x, but after running the Data Quality check on the file I now see that quote would have been a disaster I'd locked myself into! I can now see that I shouldn't take on this extra work unless I charge closer to $3x or $4x. So big thank you XBert, I'm becoming a better business thanks to you guys, and clients have better expectations from the start, too.
All the best!

Valerie O'Neill
Posted 16 Aug 2023
Next Level
I love this app! I've replaced Karbon with Xbert - the work flows are easy to follow and use, the Xberts themselves are such a bonus! and the analytics take it through the ceiling. The best part - Soraya. She is so helpful - knowledgable, accessible support is key to being able to use the app quickly and productively. Thanks Xbert!
JC
Jack Colvin
Posted 25 Jul 2023
Time To Level Up
Xbert is a phenomenal product, when coupled with Xero and XPM, you've leveled up. The team are fantastic and supportive with the onboarding process. New features are being released all the time. From compliance and automated data checking, to scheduling and practice management, Xbert has you covered.

Karen McNamara
Posted 20 Jul 2023
Game Changer
Love working with the team XBert, they are so responsive. The program is great too! Tidier, more compliant files. Task management integration with XPM has completely changed the way we manage workflow and the team has all given it the thumbs up. As the practice manager, the analytics have given me insights that I was previously able to access. Best piece of software we have implemented for years.

Cassandra Scott
Posted 27 Jan 2023
Really loving the detail that xBert brings to the surface around client analytics and data integrity. And if they add a new check or update an existing one, it automatically reviews historical information, so that you can ensure your data is as high quality as it can be. We're finding time savings in running the analytics before we do our compliance work, and are really now starting to explore the workflow management side of the product. Cant wait to see what is next on the radar for this great tool :)

Cath Hopson
Posted 25 Jan 2023
XBert makes task management a breeze!
As a sole operator, having XBert is like having that ultra efficient staff member on board. The XBerts themselves are incredible with the specificity and ability to resolve issues from the dashboard. But for me, the biggest timesaver of all is the Task Management. I have tried other products in the past but often got overwhelmed with then sheer number of steps needed to create new ad hoc tasks. With XBert, on the fly tasks take seconds. With help and assistance when I need it from Soraya and the rest of the XBert team, I can't recommend this app enough.
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