Question 1

What does XBert's AI data quality engine do?

Accepted Answer

XBert's AI data quality engine monitors every client's ledger around the clock — catching errors, flagging anomalies, and scoring data health so you're never reviewing blind. It runs 88+ automated checks on every connected client file, every day. When an issue is detected, it fires an alert into your workflow and creates a task for the right team member. The result is cleaner books, fewer reworks, and a practice that runs on confidence — not crossed fingers. As James Goulsbra of GTA Accounting puts it: 'XBert checks the data upfront, so when we go to report, we know it is accurate, current and clean.'

Question 2

What specific data quality checks does XBert run automatically?

Accepted Answer

XBert runs 88+ pre-configured checks covering four core areas. Tax and GST/VAT compliance: contact tax registration checks on every transaction, wrongly paid or unclaimed GST and VAT, coding GST to non-tax accounts, and inaccurate tax references on bills. Bookkeeping accuracy: inconsistent coding, duplicate entries, missing attachments on bills and expenses, superannuation liability checks, attachment anomalies, and missing details across transactions. Fraud and anomaly detection: contact bank account changes (potential fraud), employee and supplier bank accounts matching each other, payment anomalies from customers and suppliers, unusual billing patterns, and unpaid income associated with cancelled businesses. Payroll and compliance: employee tax details missing, entitlement and leave balance warnings, and award rate anomalies. No setup required — connect your client files during sign-up and the checks run immediately.

Question 3

Why do errors found late cost bookkeepers and accountants money?

Accepted Answer

Errors found late are errors that cost you money and reputation. A mismatched GST or VAT claim. A bank account not reconciled. A duplicate payment sitting quietly for six months. Every one of these is invisible until the moment it's not — and by then, you're already in damage-control mode. Manual checking takes time you don't have. And even the most diligent bookkeeper or accountant misses things at volume — not because of a lack of professionalism, but because of the sheer number of transactions across a client portfolio. XBert is your AI data quality layer, running the checks your team would run if they had unlimited time. Renae Petersen of CloudMind Accounts describes it this way: 'If you miss out on a whole bank account, that could be $20,000 missing off the P&L. XBert is like a second person checking everything.'

Question 4

What is a Data Health Score in XBert?

Accepted Answer

Every client file connected to XBert receives a live Data Health Score — an automatically calculated quality rating based on the number and severity of outstanding data quality issues detected by XBert's AI engine. The score updates continuously as issues are found and resolved. Practice managers and bookkeepers can see at a glance which client files need attention without opening each one individually. Data Health Scores also serve as proof of value in client conversations — showing clients the current state of their books and demonstrating the ongoing quality monitoring your firm provides. As Diane McCaffrey of BYO Group puts it: 'We love perfect... and with XBert we can enhance what we do, do it faster and know it's right. It raises the bar with regards to the level of service and integrity in the data.'

Question 5

How does XBert help with GST and VAT compliance checks?

Accepted Answer

XBert runs continuous GST and VAT compliance checks that would otherwise require hours of manual review. It checks contact tax registration on every transaction — because suppliers can lose their GST or VAT registration status at any time without notifying you. It flags wrongly paid or unclaimed GST and VAT so you can recover money before it's lost permanently. It monitors coding of GST and VAT to non-tax accounts to keep your accounts tidy and compliant. It checks tax validity on attachments and flags mismatches against contact records. And it alerts you to bills associated with cancelled businesses — preventing fraudulent tax claims that could put your client and your firm at risk.

Question 6

Can XBert detect potential fraud in client accounts?

Accepted Answer

Yes. XBert includes a range of fraud and anomaly detection checks that run automatically across every connected file. These include: alerts when a contact's bank account details change (a common indicator of payment redirection fraud), flags when an employee and a supplier share the same bank account, detection of payment anomalies and unusual behaviour from customers and suppliers, and alerts when invoices or bills are associated with inbound fraud using another party's business registration. These checks surface potential fraud indicators the moment they occur — not months later when the damage is done and the money is gone.

Question 7

How do XBert data health reports help with client pricing conversations?

Accepted Answer

XBert's data health reports turn data quality into a revenue tool. When you show a prospect the real state of their books — the unresolved issues, the compliance risks, the errors sitting quietly — the conversation changes entirely. You're no longer quoting blind. You're demonstrating the value of what thorough, AI-monitored bookkeeping actually looks like before you even send an invoice. James Goulsbra of GTA Accounting describes the impact: 'It blew their minds — showing them what was actually in their books versus what they assumed. We stopped underquoting overnight.' Renae Petersen of CloudMind Accounts adds: 'I used XBert's data health reports to show clients the value of what I do. Every one of them renewed their annual engagement.'

Question 8

How does XBert help bookkeepers meet TPB Quality Management System requirements?

Accepted Answer

The Tax Practitioners Board (TPB) in Australia requires registered BAS agents to have a documented Quality Management System (QMS). XBert's AI data quality engine directly supports QMS compliance by running automated quality checks on every client file daily, maintaining a continuous record of detected issues and resolutions, providing audit-ready data health reports across your client portfolio, and standardising the quality review process across your entire team. With XBert, QMS compliance isn't an additional documentation burden — it's embedded in how your practice operates every day.

Question 9

Where do XBert data quality alerts appear?

Accepted Answer

XBert data quality alerts appear directly on your team's workflow boards — so they're actionable, not just visible. When a check fires, XBert creates a task in the relevant workflow, assigned to the right team member, with the context needed to resolve the issue. Alerts also appear in client portals (XBert Client), where you can collaborate with clients to resolve risks and request missing information — like chasing an attachment or confirming a transaction — without switching systems. You can configure which alerts auto-assign to clients for self-service resolution, saving significant time on low-complexity issues.

Question 10

Is there any setup required to start XBert's data quality checks?

Accepted Answer

No. There is no setup required to run XBert's 88+ pre-configured data quality checks. Connect your client files during sign-up and XBert begins monitoring immediately. Alerts appear on your work boards automatically and you can choose which XBerts to auto-assign to clients. The only configuration needed is for custom XBert Intelligence alerts — where you type what you want to monitor in plain English and XBert builds the check — but the full pre-configured check library runs from day one with zero configuration.

Question 11

How does XBert data quality monitoring improve the accuracy of accounting reports and analytics?

Accepted Answer

When you're trying to grow a business or advise a client, making important decisions from inaccurate data is a serious risk. Messy, inconsistently coded data means your reports are telling a version of the truth — not the truth itself. XBert's data quality automation toolkit monitors human entries every day, ensuring that when you present analytics reports to business owners or use data to make firm-level decisions, the underlying numbers are as accurate as possible. Business thrives when process and consistency lead to accuracy — and accuracy is what XBert's AI layer is built to protect.

Your AI SecondSet of Eyes.Running 24/7.

Feel good knowing you're keeping your reputation intact.

"XBert checks the data upfront, so when we go to report, we know it is accurate, current and clean."

"If you miss out on a whole bank account, that could be $20,000 missing off the P&L. XBert is like a second person checking everything."

We love perfect... and with XBert we can enhance what we do, do it faster and know it's right... it raises the bar with regards to the level of service and integrity in the data.

Errors Found LateAre Errors That Cost You Money and Reputational Damage

Alerts appear on your team workboards or your clients

XBert Connect

XBert Client

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

Contact tax registration checks

Wrongly paid or unclaimed GST/VAT

No attachments on bills

Unpaid Income with cancelled businesses

And more!

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

Inconsistent coding

Coding GST/VAT to non tax accounts

Missing details and tax references

Superannuation liability checks

Attachment anomalies

Contact bank account same as employees or suppliers

Contact bank account changes

Duplicate entries

Employee tax details missing, entitlements and leave balance warnings

Missing Attachments

Junior employee reminder and more!

Unusual activity, caught early, keeps a business thriving instead of stressed.

Payment Anomalies

Inaccurate reporting

Why is that payment late?

Unpaid Income with cancelled businesses

Incomplete or inconsistent coding

And more!

Turn Data Quality‍into Revenue Opportunities.

"It blew their minds - showing them what was actually in their books versus what they assumed. We stopped underquoting overnight."

"I used XBert's data health reports to show clients the value of what I do. Every one of them renewed their annual engagement."

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Set of Eyes.
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Errors Found Late
Are Errors That Cost You Money and Reputational Damage

Turn Data Quality
‍into Revenue Opportunities.

Stop Reviewing Blindy.
Start Every Job with Clean Data.

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We have answers.