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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
51
Xero users
Try this app
Free 14 day
trial available
Listed for
5 years
June 2019

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
51 Reviews

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Most recent reviews

LN
Linda Nicolas
Posted 2 Sep 2024
5 out of 5 stars
I have just finished the Fast Track program and possibly wouldn't have taken the time to set it up without it. Well worth spending the money. The amount of time that I save checking work as a very small practice is amazing, whether it is the client processing or a staff member. My trainer was extremely patient and nothing was too much trouble - thanks XBert!
RC
Rachel Cummins
Posted 31 Jul 2024
5 out of 5 stars

XBert: Fast Track Program with Jesse Hawkeswood

My Journey to XBert's Fast-Track Program As the Sole Director and BAS Agent of my Bookkeeping Practice, I have long pursued efficiencies for the many hats, we, as small business owner's wear! This pursuit led me to an ABN 'Managing your Practice' Webinar that featured Cassandra Scott – a true Bookkeeping Goddess. Her insights were enlightening and prompted me to watch the webinar repeatedly, absorbing her knowledge on managing practices efficiently. This inspiration encouraged me to contact XBert, marking the commencement of my journey toward streamlined efficiencies, work-life balance and rekindling my passion for my profession. XBert had already caught my attention as the 'Future' in Accounting App Solutions, based on my software development and training background. Andrew from XBert swiftly responded to my inquiry, demonstrating an immediate grasp of my needs and presenting a solution devoid of pushy sales tactics. Enthused by the potential to enhance data quality, compliance, efficiency, workflows, and SOPs, I enrolled in the Fast Track Program without hesitation. Additionally, XBert provided the invaluable opportunity to connect with Cassandra Scott, further enhancing the support I received with their exceptional assistance. Jesse Hawkeswood, my formidable onboarding manager at XBert! Jesse has surpassed all expectations. Despite the timing of my Practice App Stack overhaul coinciding with the busiest period in the bookkeeping world - EOFY! Jesse worked with me, he understood my time restraints and adapted his schedule & program to align with my capacity and my pressures to meet the deadlines my team and I were under! Jesse was my anchor, demonstrating a genuine commitment & care toward me and my business, his positive attitude kept me focussed, while providing exceptional coaching and support, ensuring my onboarding success. Pre-XBert, my reality was bleak: clocking over 100 hours weekly and struggling with billing and operations while tackling growing client and team numbers. Post-XBert, not only have I found the path forward, but I've also reconnected with my 'WHY' in this profession. Expressing my deep gratitude for discovering XBert through the ABN Webinar barely scratches the surface of how transformative this experience has been. For those contemplating a Practice Management App to revolutionize their workflow, I urge you to explore XBert! A huge thank you to Jesse and Cassandra! Rachel x
One person found this review helpful.
LW
Lysa White
Posted 31 Jul 2024
5 out of 5 stars

Life Savers

Have been looking for a great workflow, and found even better. Xbert ticks all the boxes plus more. I signed up for the fast track and Jesse has been amazing, stepping me through, so much support. My staff and I are super impressed with Xbert and the workflow. Highly recommend.

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

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