Data Quality with AI Accounting Audit

The future is AI Data Quality Automation

Business and finance teams are adopting this future tech to be more efficient and profitable.

XBert AI Audit works tirelessly, constantly checking the data delivering higher quality results and saving you hours of unprofitable work.

We have your back

88+* Data Quality XBerts tirelessly monitor your data, creating efficiencies that allow you to increase your client base – without increasing your staff.

What is an XBert?

XBerts (eXpert Business alERT) are AI and machine learning audit processes automatically run in the background on your bookkeeping files checking everything from business registration to unusual billing behaviour.
*Our users are helping us race to 100 XBerts. So if you’re looking for even more ways to save time, chances are we are building it already.

XBert are categorised by operational function. Tax, Bookkeeping, Banking, Payroll, Sales, Purchases, Contacts and Unusual
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Work with your team and with your client

XBert Connect Portal for all connect client files
Connect Portal
View all XBerts alerts and workflow tasks for all clients in the one connected workplace.
XBert Client Portal to collaborate with clients.
Client Portal
Collaborate with clients to resolve risks and request information easily in client portals.
AUTO-RESOLVE

Fix issues without logging into your accounting files.

The future of efficiency has arrived with XBert auto-resolve. Now we not only alert you to issues, we allow you to fix many of them in a click, without logging in and out of your accounting file. You can embrace this automation now and join progressive teams saving hours each month.

Automate
Stop spending manual effort on the work that is slowing you down. Empower your practice or business with XBert’s future leading technology.
Streamline
We alert you to issues, you choose to auto resolve in one click, then get back to more profitable business.
Enable
Unlock knowledge quickly. You get visibility fast on team or client quality that enables swift action and advice.

Let XBert do it for you!

Just connect files during signup and setup is complete!

Get Started ➝
✓ Free Trial
✓ 5 Star Onboarding Support
XBerts for Tax, GST or VAT

Your BAS, GST or VAT reviews just got waaay easier!

Contact tax registration checking has to be one of the biggest time wasters there is. Do it once maybe and forget about it? Well you shouldn’t as those contacts could change status at any time.

Checking tax validity on attachments and making sure they match the contact record, another huge time intensive job. Chasing attachments and info, well you have to check all the transactions to find the ones without them first right? Those receipt capture apps will get it right - every single time - really?

Paying someone GST or VAT when you shouldn’t - will you ever get it back? Hopefully you will before the tax department knocks and says you claimed tax you shouldn’t have. Doesn’t matter if it was a fraudulent bill.

XBerts are your solution. Just work by exception. We’ll tell you when these types of things are a concern, and we’ll help you fix them - sometimes in one click without even logging into your accounts.

Here’s a few examples.

XBert Category GST VAT Tax have auto resolve functions
Contact tax registration checks
Yes thats right we’ll do them all for you. Every transaction and the ones coded against contacts already entered. Trust us when we say many of your suppliers forget to stop charging you Sales Tax when they no longer should.
Wrongly paid or unclaimed GST/VAT
Firstly we’ll check when raised -‘if it’s raised’. But we'll catch it if you pay it too. And you can chase that money down and add it back to your bottom line.
No attachments on bills
Keep track of what documents you need from your clients. Assign this alert to your client and save a bucket load of time.
Unpaid Income with cancelled businesses
Be alerted if invoices or bills are associated with a cancelled business to ensure your can rely on your cashflow forecasts.
And More!
You can also ask us about creating an XBert alert tailored to your needs.
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XBerts for Banking and Payroll

Alerts on money movements from where, when and to who will keep you compliant, help prevent fraud and keep business ahead of risk - before they know it exists.

Cloud based systems have enabled staff to access accounting files from anywhere potentially doing things they shouldn’t.

Electronic delivery of invoices and bills has enabled fraudulent activity to slip through before it's too late.

Busy humans miss entering details, or do so incorrectly that can increase business liability without them knowing.

We have XBerts that help with Banking and Payroll.

Here's some examples..

XBert Categories Banking and Payroll save time and check for missing data and fraudulent activity.
Contact bank account same as employees or suppliers
Potential fraud flags, like if an employee and supplier have the same bank account.
Superannuation liability checks
We’ll remind you, and let you know when it looks like you haven't paid the correct amount.
Contact bank account changes
Alerts you when bank account details have been changed and ensures you ask your team why, just in case.
Employee tax details missing, entitlements  and leave balance warnings
Don’t be stung with unknown liabilities or Fairwork at your doorstep.
Missing Attachments
Know when your clients are missing attachments from their expense claims. Is it really a business expense? Who authorised?
Junior employees reminders and more!
Get in touch - request an XBert.
Connect Your Files ➝
XBerts for Bookkeeping Data quality

Data quality from you, your team, outsourced team or client leads to better business for all.

When you are trying to grow your business you often have multiple people working on accounting files trying to keep on top of a gazillion transactions. Business thrives when process and consistency lead to accuracy.

Accuracy ensures no hidden financial surprises, like making an important business decision then finding out months later the reports that helped you make that decision were actually based on messy and inaccurately coded data.

We have many XBerts that will ensure that when you advise business with our XBert Analytics Reports, you’ll have peace of mind knowing they are more accurate because you had a data quality automation toolkit monitoring human entries everyday.

Here's some examples of our Bookkeeping XBerts.

XBert Category Bookkeeping finds human errors and makes it easy to resolve them.
Inconsistent coding
Yes thats right we’ll do them all for you. Every transaction and the ones coded against contacts already entered. Trust us when we say many of your suppliers forget to stop charging you Sales Tax when they no longer should.
Coding GST/VAT to non tax accounts
We'll help ensure your accounts are tidy and complaint by monitoring coding consistencies like non tax accounts.
Missing details and tax references
Keep track of what documents you need from your clients. Assign this alert to your client and save a bucket load of time.
Attachment anomalies
Be alerted if invoices or bills are associated with a cancelled business to ensure your can rely on your cashflow forecasts.
Duplicate entries
Firstly we’ll check when raised -‘if it’s raised’. But we'll catch it if you pay it too. And you can chase that money down and add it back to your bottom line.
And more!
You can also ask us about creating an XBert alert tailored to you needs.
Connect Your Files ➝
XBerts to help Business decisions

Surfacing unusual activity to raise potential alarm bells can be the difference of a thriving business and a financially stressed one.

XBerts alert business to patterns and anomalies so finance teams can add additional value to finance meetings without the digging. Potential in-bound or in-house fraud, unusual payments or activity found early can prevent a business heading quickly in the wrong direction.

These are a few examples of how you can instantly add value by sharing with business owners.

XBert Client ConsoleBe more valuable to your clients with XBert.
Payment Anomalies
Be alerted to unusual behaviour from customers and suppliers so you check for fraudulent activity or mistakes.
Paying GST or VAT when you shouldn’t
Inbound fraud using another parties business registration , or wrongfully adding it to bills is lost money and ironically place the business claiming the tax on their returns in hot water.
Why is that payment late?
XBert will alert you when we think the business that owes you money may be in trouble, or closes their business.
Inaccurate reporting
Unresolved XBerts on your file can mean reporting is inaccurate. Ensure your finance team has resolved XBerts before the business owner makes a decision they may regret.
Incomplete or inconsistent coding
If a bank statement line is missing we’ll let you know - this could be a fraud trail. Inconsistent coding will lead to inaccurate reports - we have XBerts for that.
And more!
Get in touch - Request an XBert to help your clients today.
Connect Your Files ➝
NO SET UP REQUIRED

There is no setup required. Connect your files during sign-up and let our tech monitor and work its magic while you do fun stuff.

You have the choice to get started with Data Quality Automation only and can move your work flow over later once you realise that would actually be an awesome idea - as XBerts reduce the manual work you are currently doing.

Alerts will appear on your work boards and your client portal, or you can choose to only assign the XBerts you want to bother your client with.

Set up XBert and your client files quickly and smartly and we'll check them multiple times a day.

Get Started with smarter efficiency

Start with workflow only, or connect your files and reduce that manual effort.

Connect Your Files ➝
✓ Free Trial
✓ 5 Star Onboarding Support
' We love perfect...
... and with XBert we can enhance what we do, do it faster and know it's right. Our checking processes have improved by 15%, and it raises the bar with regards to the level of service and integrity in the data. XBert blew me away with how quickly it picked up issues and inconsistencies. The automated ABN and GST checks are gold!'
Diane McCaffrey - Director - BYO group
Testimonial Image

How XBert is helping business stay a step ahead