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XBert

By XBert
5 out of 5 stars
AI-Powered Practice Management 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
47
Xero users
Listed for
4 years
June 2019
Key functions
Accountant tools
Practice manager

Overview

Sleep better knowing you’re not missing a thing, with more than 80* 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 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
47 Reviews

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Most recent reviews

NB
Nicky Barr
Posted 10 Mar 2024
5 out of 5 stars

Fantastic app, amazing service!

I recently had the pleasure of engaging with Xbert, and I must say, it was an experience worth celebrating. From their outstanding product to their unparalleled support through the Fast Track program, every aspect of my interaction with Xbert exceeded expectations. Let's start with the product itself. I was in search of a solution that seamlessly integrates task management, team collaboration, and performance tracking. Xbert not only met these criteria but surpassed them with its intuitive interface and robust features. Whether it was assigning tasks, monitoring progress, or analyzing productivity metrics, Xbert proved to be an invaluable tool for streamlining our workflow. However, what truly set Xbert apart was their Fast Track program. As someone who values efficiency and prompt service, I was delighted by the expedited support provided through this program. The Xbert team demonstrated a genuine commitment to ensuring that I could leverage their product to its fullest potential. Their responsiveness, expertise, and willingness to go the extra mile were truly commendable. Moreover, the Fast Track program wasn't just about resolving issues—it was about proactive guidance and personalized assistance. The team at Xbert took the time to understand our specific needs and offered tailored solutions to optimize our usage of the platform. Their dedication to customer satisfaction was evident at every step of the process, reaffirming my confidence in choosing Xbert as our preferred productivity solution. In conclusion, my experience with Xbert has been nothing short of exceptional. Their innovative product coupled with the exemplary support from the Fast Track program has transformed the way we work for the better. I wholeheartedly commend Xbert for their commitment to excellence and would highly recommend their services to anyone seeking to enhance their productivity and efficiency. Thank you, Xbert, but in particular Jesse, for your incredible support and patience with our team!
TR
Tracey Rubens
Posted 19 Feb 2024
5 out of 5 stars

Blown away with the difference it's made

I have been a user of Xbert's data quality capabilities for a quite a while but had been nervous about making the leap to implement the workflow side. My current workflow system was solid and easy to use so improvement was on the back burner. But over the January quiet period, I bit the bullet and booked in for the XBert Fast Track and spent 5 hours with the wonderful Jesse learning, designing and testing our new workflows. The training was interactive, relevant and pure gold! Jesse helped me to design our practice wide workflow system in the first session and we started using, testing and improving the processes from day 1. This gave us time to finesse the design and reports in the other assisted sessions making them completely invaluable. I can't believe what a difference it has made to our efficiency when I thought we were already doing a pretty good job of it. XBert has actually given me back time every day to complete other tasks on my wish-list. I can't speak more highly about the process and the positive effect it's had on this little practice.
SN
Stacey Nielsen
Posted 12 Feb 2024
5 out of 5 stars

Exceptional Support Meets AI Innovation

After exploring various project management tools, I finally landed on Xbert and it has been a game-changer. What sets this software apart is not just its intuitive design and AI-driven features that streamline our workflows but the unparalleled support we've received. From the initial setup to ongoing queries, their customer service team has been incredibly responsive and knowledgeable, ensuring a smooth transition and efficient use of the software. It's rare to find a tool that not only meets our complex project management needs but also provides such outstanding support. Highly recommended for any team looking to elevate their AI and project management game!

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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Get started with XBert

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.