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XBert is your trusty sidekick, tirelessly checking the data for errors and helping you manage workflow easily. AI Audit helps you automate manual bookkeeping checks, and intuitive workflow management keeps you and your team focused, efficient and productive.
Overview

Sleep better knowing you’re not missing a thing, with more than 60 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 60 AI Audit risk alerts trawling your client data multiple times a day and flagging issues, inconsistencies and errors as they arise.

• Streamline and standardize 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. 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.

Explore all features of XBert

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
19 Reviews
5 star
(100%)
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3 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.
Additional info

Shared data

Xero
XBert
Budgets
PayRuns
PayItems
Accounts
Overpayments
Payment Services
Users
Tracking Categories
Purchase Orders
Prepayments
Manual Journals
Journals
Invoices
Employees
Credit Notes
Contacts
Bank Transfers
Bank Transactions

App details

Added in 2019

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@xbert.io

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