Now, with less manual tasks to do decide if it's time to implement quality processes using XBert Workflow automation.
Goodbye review and rework tasks.
XBert Workflow AutoMATION
Process automation driving team efficiencies to new heights. Manage work with slick multi-client template automation. Use a variety of work views that allow teams to focus and managers have visibility on capacity.
OK, with the data clean and your workflows smooth, use XBert cleaned Business Intelligence Reports and Analytics.
See your client data and team capacity like you have always wanted.
Consolidated practice reports to understand the size and complexity of your client files and your teams capacity. Onboarding, billing, advisory and managing your team has never been simpler - thanks to quality checked interactive reports.
“In the past we reviewed all the transactions to ensure it’s all correct. And then we’d be having discussions with the client about errors in the business. Using XBert immediately improves timeliness and confidence in the quality of the data, and that allows me to go back to the client and have meaningful discussions regarding the performance of the business.”
Pierre Dixon, Managing Director, Real Time Accounting