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XBert

By XBert
5 out of 5 stars
Free 14 day trial available
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AI-Powered Work Intelligence 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.
Rated
5.0
out of 5
Reviewed by
54
Xero users
Try this app
Free 14 day
trial available
Listed for
5 years
June 2019

XBert can help your business

Overview

Create Unlimited efficiencies with XBert Intelligence. Futurise your firm knowing you’re not missing a thing, and your team's efficiencies and accuracy are as good as they can be.

Create alerts that monitor all your clients' ledger data or sit back and let our 80+* built-in XBert checks work their magic every day to reduce your review and rework. Our AI works tirelessly checking the data and alerting you to errors, inconsistencies, behavioural patterns, and insights that matter to your clients for you to grow your advisory revenue.

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
54 Reviews

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Most recent reviews

MH
Michelle Hill
Posted 6 Dec 2024
5 out of 5 stars

Xbert & Jesse Fast track Training

I love using Xbert. Jesse is a great trainer and he is mindful of each person's ability to learn at a particular pace. I don't know how I would have got all of this set up without his help. His knowledge is invaluable.
RW
Robyn Welch
Posted 29 Nov 2024
5 out of 5 stars

Xbert and Jesse Fast Track Setup

Jesse from Xbert was amazing at assisting me through the fast track set up. There is a lot to learn and fine tune, and I certainly would have struggled to do this without Jesse's experience and easy manner. Much appreciated and look forward to making this part of my daily process.
LK
Linda Koutsos
Posted 12 Nov 2024
5 out of 5 stars

So much to explore

I can't fault my onboarding experience and first 8 weeks. There's a lot to learn, there's a lot of potential and it does feel overwhelming at times. However, the Fast Track training helped me to keep focussed and moving forward. I still have my training wheels on but this seems to be a game changer and I can't wait to see what else I can simplify and unlock with XBert.

Additional info

Shared data

Xero
XBert
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

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By XBert
Added in 2019

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@xbert.io

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14 day free trial available

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.