XBert can help your business
Manage operations
- Manage customer or client queries
Manage people
- Assign and manage jobs and tasks
- Forecast and plan future work
Reporting for Accountants and Bookkeepers
- Internal reporting (not for compliance)
- Audits
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.
Getting started
Take the first step
Getting set up on XBert is easy and takes only a few minutes. Sign up for a free, no-obligation 14-day trial and load your Xero files. Simply sign up for a free trial, connect your Xero and XPM accounts and you will be notified as soon as XBert’s AI Audit has found anything. Make use of XBert’s pre-loaded processes and templates to start automating your workflows. Personalised, assisted onboarding is available to help smoothly implement your customised workflows.
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