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XBert

5 out of 5 stars
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 65 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.

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 out of 5 stars
33 Reviews
5 star(100%)
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CS
Cassandra Scott
Posted
5 out of 5 stars
Really loving the detail that xBert brings to the surface around client analytics and data integrity. And if they add a new check or update an existing one, it automatically reviews historical information, so that you can ensure your data is as high quality as it can be. We're finding time savings in running the analytics before we do our compliance work, and are really now starting to explore the workflow management side of the product. Cant wait to see what is next on the radar for this great tool :)
CH
Cath Hopson
Posted
5 out of 5 stars

XBert makes task management a breeze!

As a sole operator, having XBert is like having that ultra efficient staff member on board. The XBerts themselves are incredible with the specificity and ability to resolve issues from the dashboard. But for me, the biggest timesaver of all is the Task Management. I have tried other products in the past but often got overwhelmed with then sheer number of steps needed to create new ad hoc tasks. With XBert, on the fly tasks take seconds. With help and assistance when I need it from Soraya and the rest of the XBert team, I can't recommend this app enough.
SR
Simone Rosengren
Posted
5 out of 5 stars

We love XBert

We would be lost without XBert. There are a lot of task management apps on the market, but none of them deep dive directly into Xero like XBert does. It does so many checks for us in the background - checks that bookkeepers should always be doing, but sometimes don't because they are laborious and boring. The task management is great and improving all the time. The team at XBert are always helpful and take on board feedback and suggestions.

Additional info

Shared data

Xero
XBert
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

Added in 2019

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@xbert.io

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