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Clean data and accurate reporting: how XBert helps bookkeepers sleep better at night.

by Kue Hall ~ 3 min read

Bookkeepers can sleep better at night, and know they're giving the best advice to clients thanks to XBert's AI Audit and workflow management.

No matter how great you (or your team) are at the details, no matter how many times you go through data with the proverbial fine-tooth comb, there is a margin for error. We’re all human. Luckily for accountants and bookkeepers everywhere, XBert isn’t.

It’s been a rough 18 months for businesses and their finance teams. And we’ve been working harder than ever to expand the breadth of XBert’s features and take some of the load off accountants and bookkeepers. And it’s paying off: we’re up to almost 60 XBert risk alerts that are now live and auditing your data multiple times a day. Check out how some of our users liken XBert to having a part-time employee, and have labelled it 'the Gatekeeper for Human Error'. Not to mention, our workflow management features help you create error-proof checklists and processes, while giving you full visibility across your practice and workflows.

XBert’s mission is to make work life easier for accountants and bookkeepers. And with our incredibly sophisticated, AI machine learning algorithms and workflow management tools supporting your practice, not only can you ensure the data is squeaky clean, you can also rest easy knowing you’re using best practice, and know exactly what needs to be done at any given time.

60 ways XBert helps with clean data and accurate reporting

Covering everything from GST discrepancies, ABN cross checks with the ABR, duplicates in invoicing and billing, unusual account activity and so much more, XBert’s risk alerts are the gatekeeper for human error helping accountants and bookkeepers eliminate rework, reduce manual tasks and have total confidence in the data.

  • A tiny fraction of what our XBert alerts find:
  • Bills in (month) without attachments over $75
  • Non-GST account has GST against it
  • Payment to supplier not registered for GST
  • Business has incorrect GST status
  • Incorrect ABN for business
  • Large GST activity for contact without ABN
  • Employee Leave Entitlements Missing
  • Donation against non-DGR entity
  • Employee Bank Accounts Same
  • Practice employee bank account same as supplier
  • TPAR information missing
  • Purchase orders in Draft or Awaiting Approval
  • Accounts Payable process not followed
  • Mutiple ABNs on attachments for supplier bill
  • GST registration required
  • Month-end journals missing
  • Bank statement line missing
  • Contact bank account changed
  • Unpaid income on cancelled business

… and we’re just getting warmed up. We already have another 50 on the board for development, and we’re always eager to hear from our users about what alerts would make their life easier.

Every single XBert means less time spent on manual checks for you. It means peace of mind, knowing the books are clean and up-to-date. Which means more time to focus on what matters.

But wait, there’s more… workflow management

Developed specifically for, and with the help of, accountants and bookkeepers, XBert is the only tool for the industry that combines all the necessary functions for a smarter, streamlined practice workflow.

Payroll processes, Accounts Payable checklists, Accounts receivable audits: all these can be streamlined to their own Template, with tasks and subtasks to ensure your team know exactly what needs to be done and by when.

Our Work board allows you to manage tasks, your team’s workflow, communicate and collaborate and have visibility across your practice in one spot.

Add to this the ability for seamless client collaboration, analytics, business intelligence reports and so much more.

If you’re looking to streamline your finance app stack, while removing the need to jump in and out of multiple programs, XBert is the app for you.

Our challenge to you

Think your books are pretty on point? Load some files into XBert and you may be surprised by what it finds!

You may be a data integrity Rockstar. Perhaps you’re looking to ensure your team’s work is correct. Maybe you’re inheriting some books you’re unsure about. Or maybe you’re constantly cleaning up the messes of clients who are trying to manage the books themselves.

In any case, XBert can help you speed up your bookkeeping, flag any issues, errors or inconsistencies as they arise and give you quick links directly to your accounting software to resolve.

Best case scenario, we confirm your epic bookkeeping and you get to give yourself a pat on the back, utilize all the added features XBert has to offer and enjoy more time as XBert takes over the heavy lifting for you. Worst case scenario, we save you time and money on errors or discrepancies you never knew were there.