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Featured app
By XBert
5 out of 5 stars
AI-Powered Practice Management that monitors Xero data entry & your practice, ensuring team efficiency and accuracy. Practice Analytics to onboard & price clients. Information management linked to smarter workflows. Client portals to gather information with ease. XPM and Xero Integration.


Sleep better knowing you’re not missing a thing, with more than 80* 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 80* 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, helping you accurately quote new work and ensure you know when to increase your fees.

• 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.

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 and XPM Job Data. 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
40 Reviews

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Most recent reviews

Myreeann Tchopourian
Posted 26 Oct 2023
5 out of 5 stars

Support is 2nd to NONE

The team at XBert make sure that each and every question asked is answered.. they are quick to respond and the knowledge of their product is fabulous. Their "Chat with us" feature is the only one I have ever used where I don't sit waiting for 7 minutes between comments and doesn't make me feel like an idiot when I have an issue or a question! I use it all the time and love love love this App.
Lisa Beswick
Posted 26 Oct 2023
5 out of 5 stars

Support - Outstanding

The team are so responsive, patient and informative and really helps solve or answer any questions I have (which have been a few).
Hannah Slater
Posted 5 Oct 2023
5 out of 5 stars

Absolutely Excellent

Couldn't fault my experience with learning Xbert and getting it all set up. Seamless program, and we are thoroughly enjoying using it in the business. Soraya helped me get everything up and running and she was invaluable in her teaching and guidance. 10/10 - Great experience! :)

Additional info

Shared data

Invoicesshared from Xero to XBert and from XBert to Xero
Contactsshared from Xero to XBert and from XBert to Xero
Accountsshared from Xero to XBert and from XBert to Xero
Timesheetsshared from XBert to Xero
Quotesshared from XBert to Xero
Budgetsshared from Xero to XBert
PayRunsshared from Xero to XBert
PayItemsshared 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 and from XBert to Xero
Prepaymentsshared from Xero to XBert
Manual Journalsshared from Xero to XBert and from XBert to Xero
Journalsshared from Xero to XBert
Employeesshared from Xero to XBert
Credit Notesshared from Xero to XBert
Bank Transfersshared from Xero to XBert
Bank Transactionsshared from Xero to XBert


Accountant toolsPractice manager



App details

By XBert
Added in 2019


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




Setup walkthroughContact



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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.