Question 1

What are Custom XBerts?

Accepted Answer

Custom XBerts are AI-generated monitoring alerts that you build yourself, in plain English, using XBert Intelligence (XI). Instead of relying only on pre-configured checks, you type exactly what you want to monitor — for a specific client, industry, or situation — and XBert builds the alert automatically. No coding. No configuration. Custom XBerts monitor both your clients' live ledger data and your team's work, so the intelligence is tailored precisely to your practice.

Question 2

How do Custom XBerts work?

Accepted Answer

Creating a Custom XBert takes four steps. First, you type what you want to monitor in plain language — for example, 'Net profit margin below 20%' or 'Bank balance below $10,000'. Second, XBert's AI converts your prompt into a running data check connected to your client's live ledger data or your team's work data. Third, when the condition is triggered, an alert drops directly into your workflow so you can be proactive, not reactive. Fourth, Custom XBerts can be applied across multiple clients and automated to set client roles in your team for consistent monitoring.

Question 3

What can I monitor with Custom XBerts?

Accepted Answer

You can monitor virtually anything in your clients' books or your team's work. Popular examples include: wage costs exceeding a percentage of revenue, net profit margins dropping below a threshold, bank balances falling below a set amount, clients with unreconciled accounts beyond a defined period, team workload and capacity metrics, and client deliverable deadlines. Because prompts are written in plain English and tailored by you, Custom XBerts can be specific to an industry, a client type, or a unique practice standard — making your monitoring as precise as your service.

Question 4

Why do accounting firms need custom AI alerts beyond the standard XBert checks?

Accepted Answer

XBert's 88+ pre-configured checks cover the essentials — but the firms delivering the highest-value service go further. They build bespoke monitoring alerts for each client, each industry, each situation, and each team performance metric. Your clients want proactive advice, not reactive catch-ups. Custom XBerts surface what matters before clients know there's a problem — growing your advisory revenue, reducing unproductive overhead, and boosting your practice's net profit. Standard checks are the foundation. Custom XBerts are the intelligence layer that sets progressive firms apart.

Question 5

How do Custom XBerts help accountants deliver proactive client advice?

Accepted Answer

Custom XBerts shift your practice from reactive to proactive by monitoring the exact conditions that matter to each client — before the client notices a problem. When XBert detects a trigger (wages exceeding income, a cash flow risk, a threshold breach), an alert fires immediately into your workflow, giving you the opportunity to call the client with a solution. As Cerith Williams of Unity Accounting puts it: 'I wanted to get to a place where I could tell a client something's gone wrong before they know it. Custom XBerts allows just that.' That kind of proactive service is what retains clients and builds advisory revenue.

Question 6

What is the XI Global Prompt Community?

Accepted Answer

The XI Global Prompt Community is a growing library of custom AI alert prompts shared by progressive firms around the world. Inside XBert, you can browse, apply, and adapt the intelligence that's working for firms like yours — without starting from scratch. It's collaborative intelligence: the more firms that contribute prompts, the smarter and more comprehensive the whole community gets. For new XBert users, the Prompt Community means you don't have to build your Custom XBert library from zero — you start with what the best firms are already monitoring.

Question 7

Can Custom XBerts be applied across all my clients at once?

Accepted Answer

Yes. Custom XBerts can be applied across your entire client portfolio or to individual clients selectively. You can also automate Custom XBerts to set client roles within your team — so the right alert goes to the right team member for the right client, consistently. This makes it practical to run bespoke, high-value monitoring across a large client base without proportional manual overhead. It's the mechanism that lets progressive firms scale personalised advisory service without scaling headcount.

Question 8

How do Custom XBerts help differentiate my accounting firm?

Accepted Answer

Custom XBerts let you create bespoke data quality health checks across all your clients or individually — checks that no other firm is running unless they've built them too. If you're looking to scale and retain clients, using XI to build your own monitoring advantage means your practice delivers insights competitors simply can't. As XBert puts it: be the go-to firm with the world-class AI tech advantage. XI enables you to differentiate your firm not by claiming superior service, but by demonstrating it — proactively, consistently, and at scale.

Monitor Anything. Catch Everything. Built by You.

Why you need Custom XBerts

"I wanted to get to a place where I could tell a client something's gone wrong before they know it. Custom XBerts allows just that."

The AI capabilities have proven invaluable in generating automated custom XBerts, which assist us in monitoring work and client deliverables across our client portfolio.

Having accurate, up-to-date insights helps identify areas to discuss with clients. There’s more time for advisory and more confidence in the advice.

How it works

1.Type Your Monitor

Describe what you want to check in plain language. 'Net profit margin below 20%'. 'Wage costs above 35% of revenue'. 'Bank balance below $10,000'.

2.XBert Builds the Alert

XBert's AI converts your prompt into a running data check, connected to your client's live ledger data, or your team's work data.

3.Get Notified Instantly

When the condition is triggered, an XBert alert drops into your workflow - so you can be proactive not reactive.

4.Automate to Your Team

Custom XBerts can be applied across multiple clients and automated to set client roles in your team for consistent monitoring.

XI Global Prompt Community

Learn What the Best Firms Are Monitoring

Use Custom XBerts to Take the Advantage.

Be the go to firm with the world class AI tech advantage

Grow with your clients by offering immediate advisory.

Put XI to work by creating unlimited efficiency checks.

Got SLA's with clients?

Build Custom XBerts into your Data Quality Reports

"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."

Build the Intelligence Your Clients Deserve.

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Monitor Anything.
Catch Everything.
Built by You.

1.
Type Your Monitor

2.
XBert Builds the Alert

3.
Get Notified Instantly

4.
Automate to Your Team

Need help?
We’ve got answers