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XBert

Stay a step ahead in business with data integrity! Say goodbye to manual bookkeeping checks and wasteful tasks. Get notified about bookkeeping risks when humans and automated entry software don’t get it right. Streamline workflow, and have greater collaboration with your team and clients.

XBert alerts you to risks before you know the risks exist!

Ensure manually entered and automated app data is more accurate for smarter advice and business decisions. Have visibility over workflows and streamline bookkeeping processes with AI-powered automation, auditing and risk alerts.

The latest advancements in AI, data science and machine learning automatically detect patterns, anomalies, and errors in accounting data. XBert saves you time and money and provides smarter up-to-date insights and financial snapshots.

XBert is a unique and easy-to-use Xero add-on that integrates seamlessly and analyses your accounting data hourly. Stay on top of your XBert risk alerts to ensure data integrity and compliance, safeguarding the books and your clients.

The XBert CONNECT portal is perfect for managing a busy practice or multiple business organisations efficiently. AI powers your CONNECT dashboards, and at a glance, you know the critical information for each linked organisation and the status of process and service workflows. Track, and manage tasks, monitor team workload and use filtering and sorting to prioritise jobs. Invite your internal team to CONNECT and match their Xero permissions for organisations. Assign an organisation to a CONNECT team member to manage and create Service Template Tasks to use across client organisations for standardised and consistent service delivery. Create CONNECT-only tasks or tasks within an organisation that you can assign to clients. You can also assign XBert risk alerts to clients with discussion and activity history kept on the item.

XBert's collaborative task management tools will keep you organised and up to date. Save time by not having to search for errors and perform manual checks and auditing. When working in Xero, use the browser extension to get notified if there are any risks or tasks associated with that Xero entry. You can also create and assign XBert tasks that will link directly to the Xero entry. Save money by resolving financial and bookkeeping risks before the money is gone for good!

XBert provides peace of mind for business owners so they can focus on growing the business, while bookkeepers and accountants improve efficiencies and productivity, increase advisory and add meaningful value for their clients, and can grow their own business.

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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 resolve risk and save money.

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Made by XBert
Added in 2019

Countries

Australia

Languages

English

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