Create Unlimited efficiencies with XBert Intelligence. Futurise your firm knowing you’re not missing a thing, and your team's efficiencies and accuracy are as good as they can be.
Create alerts that monitor all your clients' ledger data or sit back and let our 80+* built-in XBert checks work their magic every day to reduce your review and rework. Our AI works tirelessly checking the data and alerting you to errors, inconsistencies, behavioural patterns, and insights that matter to your clients for you to grow your advisory revenue.
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.