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    The smarter way to power through your bookkeeping. Use AI audit and process automation to take control of your Xero files in minutes. XBert uses the latest in data science and machine learning to detect patterns, anomalies and errors, ensuring accurate data for smarter decisions and advice.

    XBert analyses your data hourly and alerts you to risks before you know the risks exist!

    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.

    Since our solution is web-based, you can access XBert on any enabled device, anytime and anywhere.

    Expert Business Alerts - Your XBerts

    You will save hours and can forget manual checks and wasteful tasks! XBert's sophisticated algorithms, predictive analytics and machine learning perform these checks for you.

    Our extensive system of XBerts tell you when there are duplicate invoices, bills and contacts; unusual activity; account coding mistakes; lock dates not set or changed; contact and supplier bank account changes... plus so many more.

    XBert scans and unlocks information from bills, invoices and other attachments in Xero and any associated data, including imports from automated reader apps. Attachment parsing enhances our XBerts and provides an extra level of protection.

    Resolve XBerts in a flash using direct links to Xero and ensure the highest data quality for accurate and up-to-date reports. We also have Xero browser extensions that cross-check your XBerts and tasks, alerting you to any issues associated with an entry while you work!

    XBert CONNECT for advisors

    The XBert CONNECT portal is perfect for managing a busy practice or multiple business organisations efficiently. Set up customised processes to streamline your common workflows with our Template Tasks, then map XBerts and tasks for complete visibility over your team, outsourced team and clients.

    Kick-start your day and prioritise work with CONNECT’s AI-driven Process Status and Team View dashboards that display your XBerts and tasks for each reporting period or deadline. At a glance, you know what areas need attention, what to do and when to do it.

    Invite your internal team to CONNECT, match their Xero permissions for linked organisations and assign a client to a team member to manage. You can invite clients and assign them XBerts and tasks, giving them access to these items only.

    Effective collaboration

    Get things done quickly with XBert's range of collaboration tools including activity feeds, Team Chat, real-time notifications, creating tasks directly from emails, and integration with leading CRM HubSpot for nurturing of client relationships. Keep discussion in one place with full activity history on each item. Assign XBerts and tasks, set deadlines and track the work.

    Peace of mind and smarter business

    XBert audits Xero data hourly and ensures any potential financial risks, errors and anomalies are found before it’s too late and money is gone for good.

    Powerful, visual snapshots and charts show the business' health at any time. Advisors can use these up-to-date insights to trigger meaningful conversations with clients and add value.

    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

    15 Reviews
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    Karla Hourigan
    XBert amplifies data integrity and compliments existing processes through real-time insights of the health of clients information
    Melinda Watson

    Xbert helps our business

    We first saw XBert from the Apps Marketplace section in Xero and when we read what it could do, were sold! We were also lucky enough to catch up with Aaron and the team at Xerocon 2019 in Brisbane, to chat more about what a wonderful product this is. Having an audit background, we love nothing more than minimising the risk our clients may face with their accounting records. Our aim is to make sure the details are 100% accurate. Not just for their peace of mind, but also for compliance reporting and lodging purposes. XBert allows us to open the app and view what potential risks exist for our clients. It is easy to allocate tasks, resolve issues and clean up a file efficiently. The time saving for us includes identifying duplicate suppliers, suppliers not registered for GST or without an ABN, as well as summarising the snapshots of the client’s business – showing where the profit is sitting, how many transactions remain unreconciled, and where the GST liability sits. For us XBert allows us to have a better overall view of our client’s business, opening up avenues for discussion to help prevent future cash flow problems as well as minimising risk. Melinda - Books In Order - Bookkeeping
    Zander De Klerk

    The backbone of our practice!

    Xbert, Xero, Xeta = 3X the power of your old accounting firm! We tried Xbert out on a Friday morning, and after a couple of hours moved our entire firm across - every single client. We shelved our previous project management and practice tools, and began our business anew with Xbert. It is flexible, powerful and genius when it comes to managing your clients. The AI tools help keep your client files perfect, and the notifications help manage a large team of people across a massive portfolio of clients. We cannot recommend Xbert enough.
    Additional info

    App details

    Added in 2019






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