If your task management tool doesn’t actually reduce your manual tasks – you’re missing out.

by XBert Team ~ 3 min read

XBert is task management software that reduces your manual task load helping you save time and boosts efficiency

If this year has taught us anything; it’s that data integrity for businesses is key. Less time spent on manual checks, audits and reworks means more time for client advisory. Simple collaboration between advisor and client saves a whole lot of time (and sanity). And task management tools need to be smarter to help business owners and advisors with all of it.

XBert was created with the mission to not just streamline task and process management in accounting – but to also help reduce manual tasks for accountants, bookkeepers and business owners, while giving complete visibility over financial data. We believe this is the future of what people should expect in a task management tool: not just the ability to streamline task and process workflow, but to reduce manual workload, ensure data integrity and facilitate simple client collaboration, all in one spot.

Because XBert uses sophisticated AI and machine learning algorithms to audit and analyse financial data, cross-checking it with our data warehouse and others to identify risk, discrepancies and anomalies, we are able to alert you in real time to tasks that require attention – before you may even realise there’s an issue. Our tricky XBerts (e__x__pert __b__usiness al__ert__s) will not only alert you to the task but also contain a deep link directly to the issue in your accounting software. With one link you can click, resolve or assign to someone to take over. You will no longer waste time on manual work checks, audits or time-consuming rework. It’s all about making your life as simple as we can, while maintaining data integrity.

And that’s just the beginning.

Real data in real time for businesses

Now more than ever we know, business survival depends upon smart business decisions – and those decisions depend on having access to accurate, up-to-date financial data. With XBert running checks and audits hourly, business owners can rest assured knowing the data they’re looking at is both. At the click of a button you can check the real financial health of your business, enabling you to make the best decisions moving forward.

A one-stop-shop for advisors

XBert CONNECT for advisors comes loaded with best-in-breed processes that you map to XBerts and your custom tasks for effective workflow management and visibility. You can customise these processes specific to the needs of your practice by editing them or adding your own.

Once you’ve setup workflow processes you can create templates mapped to those processes, for all your common workflows like end-of-month, reconciliation or tax prep. This ensures consistent, high-quality service delivery for your clients. Client collaboration has never been easier with our email integration. Simply forward emails into your client task dashboards, map it to a process, and assign it as you send it. The email is transformed into a new task where you can comment and assign back to your client, ensuring you have a neat trail of correspondence.

We know many clients are trying to reconcile their own books. So, we’ve created a browser extension where you will be alerted if there is an issue related to something that you’re working on for any given client. There’s an ability to create a task within the extension, so you can easily instruct how things should be done – or ask why something was done – assign it, and it will appear on your client dashboard with a link straight back to the issue.

But what about the data? New XBert Analytics gives you an easy-to-read overview of the same analytics, for all your clients data, in one place, without having to log in and out of every single client file. On top of that, we’re able to show you deep insights via BI reports that you can use to trigger meaningful client conversations, identify areas for improvement and opportunities for value-adding services. These powerful reports let you drill down to discover everything needed to show your client that you really know their business.

We've set out to be the most exciting and comprehensive task management and data integrity tool available and work closely with our users to ensure that happens.

Discover what XBert can do for your business by starting a free trial now.

For advisors, we have a tailored onboarding program, called Step Ahead, where we help set up and implement XBert CONNECT for your practice. To request more information, please email us at partnerprogram@xbert.io and tell us a little about your practice, team and clients.