XBert
68 Reviews
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Whitney Smith
Posted
We Love Xbert!
We are glad we have implemented Xbert for our workflows, now nothing gets missed and our deadlines become less stressful and the work gets delegated easily. We recently have had a staff member off work due to an emergency - It was so easy to re-distribute her work to staff so no payroll or superannuation was missed for our clients. I would highly recommend Xbert for workflows and timesheets it flows smoothly into XPM (Xero) and we couldn't be more happy with the program. Its also cut my review of work time down in half as it now alerts me of anything that needs my attention or mistakes that need to be fixed. I feel like this is the type of program you can tailor to suit you own practice.
TG
Therese Goggin
Posted
Loving how easily I can keep track of client workflow, staff capacity and compliance with Xbert. Support staff are always helpful first time. Big thumbs up.
Tracey Rubens-JOG
Posted
It changed my practice trajectory
I have now used XBert in three different bookkeeping practices I have founded. I love it. I couldn't reach the level of efficiency or the number of clients I service without it. I love the data quality checks but the real value is in the workflows. Once you organise the set up to match how your practice works, you won't look back. If your processes change, you only need to change one master template and it immediately flows through to all clients. And their support and training are umatched. Can't recommend the product and the team highly enough. If I could, I'd give them 6 stars
Matthew Burnett
Posted
I could not run my business without Xbert
Xbert has been fantastic, both for workflow management but also for data quality. If you are looking for a workflow and data quality solution, just go to Xbert!
Andrea Handley
Posted
Xbert
Xbert is a game changer for our practice, delivering great workflow managment, visibility and communication between staff.
TM
Tina Meli
Posted
We've had a great experience using XBert as part of our bookkeeping workflow. It helps us quickly identify potential issues, improve data accuracy, and save time through automated checks. The platform is easy to use, integrates seamlessly with Xero, and has become a valuable tool for maintaining quality and consistency across our client work.
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