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XBert
Reviews & ratings
5.0
19 Reviews
5 star
(100%)
4 star
(0%)
3 star
(0%)
2 star
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1 star
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SB
Simon Birdsall
Posted

Excellent practice management software and support

We've tried a few different practice management systems over the years - We're relieved to have found Xbert is the solution for us! I love how we can send quick messages to Carrie and the support team from within Xbert, and we get very helpful, fast responses back.
SD
Sue Dowling
Posted

Game changer

Love this product - for many reasons (see XBert site for my case study) - also want to mention the speedy response to queries or comments. The team are fantastic and you feel like you're really participating in the product development. Huge XBert fan!
LM
Liam McNamara
Posted
XBert not only provides excellent auditing of client Xero files but also is an excellent workflow management system for accounting practices. It is very easy to set up template tasks for recurring work as well as incorporating process instructions in the subtasks. Their chrome extension makes it easy to send specific queries to clients or for clients to send us queries.
SS
Sumi Sivalingam
Posted

Great product

I was highly impressed with the AI in Xbert and the ability to pick up on ABN issues, missing employee details and GST coding, to name a few. The workflow templates can be customised to suit your business and I like the various status levels which can be assigned to tasks. At a glance, I can see exactly where my staff and I are at with our work. The Xbert team are very efficient and prompt in responding to queries and I'm glad to have support like that. I would recommend this product to anyone wanting to grow their business as the AI takes the fear out of the unknown factors in a client's file
KH
Karla Hourigan
Posted
XBert amplifies data integrity and compliments existing processes through real-time insights of the health of clients information
MW
Melinda Watson
Posted

Xbert helps our business

We first saw XBert from the Apps Marketplace section in Xero and when we read what it could do, were sold! We were also lucky enough to catch up with Aaron and the team at Xerocon 2019 in Brisbane, to chat more about what a wonderful product this is. Having an audit background, we love nothing more than minimising the risk our clients may face with their accounting records. Our aim is to make sure the details are 100% accurate. Not just for their peace of mind, but also for compliance reporting and lodging purposes. XBert allows us to open the app and view what potential risks exist for our clients. It is easy to allocate tasks, resolve issues and clean up a file efficiently. The time saving for us includes identifying duplicate suppliers, suppliers not registered for GST or without an ABN, as well as summarising the snapshots of the client’s business – showing where the profit is sitting, how many transactions remain unreconciled, and where the GST liability sits. For us XBert allows us to have a better overall view of our client’s business, opening up avenues for discussion to help prevent future cash flow problems as well as minimising risk. Melinda - Books In Order - Bookkeeping
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.