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By XBert
5 out of 5 stars
AI-Powered Practice Management that monitors your client data entry and your practice ensuring team efficiency and accuracy. Practice Analytics to help onboard and price clients. Information management linked to smarter workflows. Client portals to gather information with ease. Futurise today.


Sleep better knowing you’re not missing a thing, with more than 76 AI audit risk alerts checking the data and alerting you to errors, inconsistencies and behavioural patterns, as they arise. 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 65 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 as the click of a button.

• 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. 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
37 Reviews
5 star(100%)
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2 star(0%)
1 star(0%)

Most recent reviews

Axel Tracy
Posted 26 Aug 2023
5 out of 5 stars

Data Quality checks help me avoid quoting mistakes

I'm a relatively new customer and your software just paid it itself many times over in 48 hours. After connecting a new file for a prospective client I have just avoided a major underquoting situation by letting XBert perform a Health Check on the Xero file prior to me quoting. In short, based on the discovery call I had with the client my initial analysis was to charge $x, but after running the Data Quality check on the file I now see that quote would have been a disaster I'd locked myself into! I can now see that I shouldn't take on this extra work unless I charge closer to $3x or $4x. So big thank you XBert, I'm becoming a better business thanks to you guys, and clients have better expectations from the start, too. All the best!
Valerie O'Neill
Posted 16 Aug 2023
5 out of 5 stars

Next Level

I love this app! I've replaced Karbon with Xbert - the work flows are easy to follow and use, the Xberts themselves are such a bonus! and the analytics take it through the ceiling. The best part - Soraya. She is so helpful - knowledgable, accessible support is key to being able to use the app quickly and productively. Thanks Xbert!
Jack Colvin
Posted 25 Jul 2023
5 out of 5 stars

Time To Level Up

Xbert is a phenomenal product, when coupled with Xero and XPM, you've leveled up. The team are fantastic and supportive with the onboarding process. New features are being released all the time. From compliance and automated data checking, to scheduling and practice management, Xbert has you covered.

Additional info

Shared data

Budgetsshared from Xero to XBert
PayRunsshared from Xero to XBert
PayItemsshared from Xero to XBert
Accountsshared 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
Prepaymentsshared from Xero to XBert
Manual Journalsshared from Xero to XBert
Journalsshared from Xero to XBert
Invoicesshared from Xero to XBert
Employeesshared from Xero to XBert
Credit Notesshared from Xero to XBert
Contactsshared from Xero to XBert
Bank Transfersshared from Xero to XBert
Bank Transactionsshared from Xero to XBert

App details

By XBert
Added in 2019


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




Setup walkthroughContact


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.