HOW XBERT WORKS WITH XERO XBert connects to Xero with single sign-on and starts working immediately. No exports, no manual imports, no implementation project — most practices have their client list connected inside a day.

WHAT SYNCS, AND HOW OFTEN XBert syncs automatically multiple times a day or on demand across the Xero entities that matter: invoices, bills, bank transactions, bank statements, contacts, accounts, journals, credit notes, bank transfers, payments, users, organisations, Profit & Loss, and Xero Practice Manager job data. Just cleaned up a file? Trigger a sync yourself and the checks re-run straight away.

WHAT XBERT DOES WITH THAT DATA Think of it as bookkeeping insurance. 150+ built-in data quality checks run continuously across your whole client base, detecting financial risk, anomalies and patterns no team could catch by reviewing files one at a time — GST and VAT coding errors, duplicate invoices and payments, contact and ABN issues, payroll inconsistencies, unreconciled and misallocated transactions.

Critically, findings do not arrive as a report nobody reads. Every one lands on your work board as a real task with a risk level, a dollar value at risk, a due date and role-based assignment. Auto-Resolve lets you review a suggested correction and accept or reject it inside XBert — the accepted fix is written back to Xero. Proposed, not posted: a human reviews every resolution. Deep links take you straight from a finding to the transaction in Xero.

Need a check that does not exist yet? Describe it in plain English and XBert builds it, then runs it across your client book. Unlimited, no coding, and it tunes itself from your feedback.

WORKFLOW, CONNECTED TO XPM XBert syncs tasks and time two-way with Xero Practice Manager, so there is no parallel system to maintain. Recurring work — BAS, GST, payroll, month-end, annual returns — is built once as a template and scheduled across the client book. When a data issue fires, it becomes assigned, tracked work automatically.

The result is total visibility across your practice: what needs doing, who is doing it, who has capacity, and what it is costing you. Built-in BI reports turn the same synced data into practice performance, client profitability and data quality reporting, with client-facing reports you can share by secure link.

XBert also connects to QuickBooks Online, MYOB and FreeAgent, so mixed client books run through one queue.

AVAILABLE IN ALL REGIONS Full functionality, including tax and compliance alerts, is available in Australia, New Zealand, the United Kingdom and South Africa. Practices in other regions get the complete platform — process automation, workflow management, capacity, analytics, client collaboration and all non-tax alerts. International tax integrations are on the way.

GET STARTED Start a free 14-day trial. No credit card required. Connect your Xero files, load a few clients, and see exactly what is sitting in the books.