Congratulations to our winner, XBert!
Xbert is the AI-powered work intelligence app built for bookkeepers, accountants and practices to keep financial data accurate and daily operations running smoothly. By pairing data health checks with smart workflow tools, Xbert continually scans client ledgers to catch errors, inconsistencies and risks before they turn into time-consuming fixes.
Key features include:
- AI-driven audit checks: Runs 80+ built-in risk checks across Xero data multiple times a day to flag errors, anomalies and pattern changes automatically.
- Workflow and team visibility: Standardises practice processes with pre-loaded templates, priority task management and real-time workload tracking.
- Client collaboration: Simplifies communication and information requests through a dedicated client portal, creating a clear audit trail for compliance.
- Practice analytics: Delivers health reports and client insights to help firms accurately quote fees and identify advisory opportunities.
Learn more about Xbert below and meet the rest of our finalists that are empowering accountants and bookkeepers to scale and better serve their clients.
- Accountant tools, Practice manager
XBert
5 out of 5 stars67Accountant tools, Practice manager5 x 2026 App Finalists. XBert is AI Work Intelligence for bookkeepers and accountants — the workflow platform built on live accounting data. 150+ built-in & prompted data quality checks arrive as assignable work, not another report. Workflow, capacity, analytics & XPM sync in one place. MCP Enabled. - Documents, Practice manager
Content Snare
4.95 out of 5 stars73Documents, Practice managerThe simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders. - Accountant tools, Reporting and forecasting
Mayday
4.98 out of 5 stars308Accountant tools, Reporting and forecastingMonth-end close software for Xero. Automate balance sheet reconciliations, prepayments, deferred revenue, accruals and intercompany. Close in hours, not days. Xero People's Choice Award winner 2025 & 2026. - Accountant tools, Practice manager
Vinyl
5 out of 5 stars40Accountant tools, Practice managerVinyl is your AI notetaker and meeting assistant for accountants and bookkeepers. It records, transcribes, and files meeting notes, syncing your client records from XPM—saving time, boosting accuracy, and keeping every client conversation tracked and searchable. Trusted by 220+ firms.
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.
