AI Work Intelligence for Bookkeepers + Accountants

'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. But 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! ... 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. I can't believe what a difference it has made to our efficiency. 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 practice.”

Tracey Rubens, Appy Books2022 Australian Accounting Industry Awards Bookkeeper of the Year

'Best software implemented in years'

Love working with the team XBert, they are so responsive. The program is great too! Tidier, more compliant files. Task management integration with XPM has completely changed the way we manage workflow and the team has all given it the thumbs up. As the practice manager, the analytics have given me insights that I was previously unable to access. Best piece of software we have implemented for years.

Karen McNamara, KBas Bookkeeping

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!

“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.”

"Love working with the team XBert, they are so responsive. The program is great too! Tidier, more compliant files. Task management integration with XPM has completely changed the way we manage workflow and the team has all given it the thumbs up. As the practice manager, the analytics have given me insights that I was previously unable to access. Best piece of software we have implemented for years."

"I was highly impressed with the AI in XBert and the ability to pick up on ABN issues, missing employee details and GST coding, to name a few. The workflow templates can be customised to suit your business and I like the various status levels which can be assigned to tasks. At a glance, I can see exactly where my staff and I are at with our work. I would recommend this product to anyone wanting to grow their business as the AI takes the fear out of the unknown factors in a client's file"

"...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."

"XBert is like having an additional staff member to check our work. As my practice grows it gets more difficult to double-check every transaction for every client. Seeing all of my clients on my Connect Dashboard allows me to focus on the risks for each client. We have worked XBert into our workflow ... to make checks or adjustments on the fly and ensure subcontractors and supplier details are accurate before the invoices get processed. Taxable Payment reporting should be a breeze next year."

"I love it! I use it to manage my bookkeeping business teams' tasks each day. It's great that you can link a task directly to a Xero entry and resolve it. XBert is so easy-to-use and helps us get things done quickly. Also, seeing how much tax I would be up for alerted me to do some tax planning before the end of the financial year. Troy and his team have even built features that I have requested. XBert saves me a lot of time and picks up things I would not have thought to look for. It's a very smart product!"

"We initially used XBert to audit client accounts, clean up the mess and their mistakes, then update client records. Now we're diving into XBert's service, task and process management tools and the collaboration tools, so we know the status of our clients' finances and our work at any time. XBert is a great teacher for staff and clients about bookkeeping best practice and compliance, and what all those numbers actually mean. XBert minimises my staff's time and on-charging expenses to my clients. I aim to grow my business and XBert will enable this, giving me the time to take the steps needed."

AI-Powered Work Intelligence

that safeguards and empowers bookkeeping and accounting teams, super-charging efficiency and data quality.

Integrates and monitors

New Receipt Capture and Auto Bank Reconciliation coming soon!

AI Data Quality

Workflow Automation

Analytics Reports

Client Portal

Start unlocking limitless efficiencies with XBert Intelligence.

Transform wasted hours into profitable work with XBert.

Become an AI Pro in an instant thanks to the XI community

Share Prompts that the Smartest Accounting and Bookkeeping firms use to drive maximum efficiency and advisory revenue.

Work scheduling within available capacity - solved.

Supercharge your firm’s efficiency with automated workflows with multi-client and multi-schedule templates.

Enjoy quality data to run a profitable firm.

Gain clear insights into the size and complexity of client ledgers to streamline onboarding and price services accurately.

Enhance your reputation as an Accounting tech leader.

Elevate your firm’s brand with the XBert client portal. Share data-cleansed reports and business insights, assign task requests, and collaborate effortlessly on risk and compliance.

Become part of the progressive revolution in accounting.

Join progressive firms adopting the latest in accounting tech.

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