Say goodbye to manual checklists because the future of process management is bright

by XBert Team ~ 5 min read

We attended the Xero Roadshows to showcase XBert, to meet with advisors and small businesses and to discuss your work - what you love, what needs improvement and where the industry is heading.

Collaboration and listening are key to success, no matter what you want to accomplish. At XBert, they inform and drive what we do. That's why events like the Xero Roadshow are so important. As part of the Xero ecosystem, we had the opportunity to meet and connect with the advisor and small business community to share stories and discuss the future of doing business and running an advisory practice.

We developed XBert to close the communication gaps between bookkeepers, accountants and business owners to save everyone time and money. Since collaboration is one of our foundations, we love to meet people and value what they have to say.

XBert founders Troy Brown and Aaron Wittman attended the Xero Roadshow events in Brisbane and Sydney. Over two jam-packed days, they ran demonstrations showcasing XBert and spoke with people about their work management, tasks and process flows – the good, the bad and the ugly. It was an opportunity to discover what's changing in the accounting industry, what's making people excited, what's making them nervous and hear what people want from app solutions.

Here's what we know

There are limitless approaches to bookkeeping and accounting and the way you run your business or practice. Everyone has their own goals, a unique approach, specific needs and a different business structure.

However, everyone is time-poor; they want to ensure data integrity and maintain a high quality of work; they're looking for efficiencies and more oversight of workflow and client management; most of all they want simplicity.

Making the connections

With the wide variety of information systems, tools, and add-ons available, there's a lot of pieces to connect which can feel overwhelming.

People want hassle-free integrations that are intuitive and don't require a full month to learn how to use them. There's hope for more extensive integration offerings too, and there is a lot of exciting activity and connectivity happening amongst the Xero App Partners.

You're so over those manual checks

This is coming through loud and clear. You're frustrated with the level of time and energy it takes to perform all those manual bookkeeping checks and audits.

Maybe it's the tech geek in us showing, but we were surprised to learn that some of you still use whiteboards and manual checklists for an overview of your practice and to manage daily activities and process flows.

There is some hesitancy about the level of automation, especially if there's no opportunity for an experienced and specialised eye across changes or to interpret the data.

We're told that some get nervous if there's no consistency to manage processes - and the chaos when it hits - when so much can change or move behind-the-scenes.

If you're looking for a solution that will address this and where you gain all the benefits of automation but still retain control, then allow XBert to step up.

The FAQ on QA

If better collaboration is the key, then data integrity is the party behind the door you all want to be at! Everyone asks about ways to achieve accuracy and integrity in their work.

Typos, human errors, incorrect account coding, duplicates, unusual activity and more are all things that can happen with your accounting system. That's mistake money. These mistakes can cost your business, or your client's business, a lot of money, impact tax compliance and can lead to a fine or a penalty.

Also, your reports will be wrong. You won't have a real picture of the business' health and your client may make a decision that could be damaging.

With the volume of transactions, the incomplete or inaccurate information some business owners provide, and outsourced bookkeeping on the rise, many say they'd welcome an extra layer of quality assurance and visibility.

By finding errors and issues early, XBert helps ensure data integrity; improves compliance; provides up-to-date, accurate reports and insights; and safeguards your business and practice clients.

XBert Blog InPost Images XeroRoadshow event chat

Growth and advisory

Whatever work you do; the success and sustainability of your clients are vital to your own business.

There's a lot of discussion around advisory. Some of you want to increase your advisory service offering, and some don't, some simply want to be the best at what they do.

When you find efficiencies, it frees your time for other things. You can focus on the things that matter most. Use the time you save for advisory services, nurturing existing clients, gaining new clients, career development, or for family, friends and the things you love.

Looking to the future

There were very positive responses to new XBert features and alerts soon to be released, particularly around Payroll, Superannuation and Accounts Payable processes. Advisors are looking forward to more effective ways to manage these areas. Recent high-profile cases of Australian companies underpaying employees demonstrate what can go wrong and the seriousness of the issue.

Yep, say goodbye to whiteboards and manual checklists

Designed for busy advisors and business owners to work together better and quickly and easily resolve financial risks. AI, machine learning and the latest in data science analyse your Xero data hourly to alert you to risks including anomalies, patterns and errors.

XBert automates many of the daily bookkeeping checks and audits, saving you hours and streamlining your process with powerful task and workflow management features.

XBert has been built and refined through consultation with bookkeepers, accountants and business owners. It's a powerful, out of the box solution that integrates seamlessly with Xero, the software you already know.

XBert's AI works for you and enhances your existing, unique approach to business. Don't change the way you work, enjoy the productivity benefits and do what you do best.

Our XBert CONNECT portal is designed for scale and perfect for managing multiple business organisations. At a glance, you can track clients' finances, monitor process flows and streamline workload from your customisable Process Status dashboard.

XBert monitors a range of business information databases to check for changes to sales tax statuses and business registrations, XBert helps eliminate one of your major pain points – performing mundane and wasteful tasks.

XBert's automation and risk alerts mean you can shift to managing workload by exception, i.e. you know when there's an issue and can fix it. XBert will save you hours, and the actionable insights foster meaningful conversations with your clients. You'll have more accurate, up-to-date reports and can make informed decisions.

Peace of mind and let XBert do the work you don't want to

XBert is an easy-to-use, low-cost Xero connected app that uses AI and machine learning to automate manual checks and data audits.

As a powerful collaboration tool, XBert means business owners, finance teams, bookkeepers and accountants work efficiently to stay a step ahead in business.

Our software is web-based, so there's nothing to install. XBert can be used on any device at any time. In just a few minutes, you can sign up and sync your first Xero file. Soon you'll know any risks found in your data and how to resolve them. You resolve the risks using direct links to Xero and save money before it's gone forever.

If you want to share your ideas for alerts or features that will make your working life easier, please email us at Make sure you tell us a little about yourself too and let us know if you want more information about our Step Ahead onboarding partner program for bookkeepers and accountants.

Huge thanks to Heather Smith for the photos.

If you're serious about business success, sync your accounting data with XBert. In minutes, you'll discover the amount of money at risk and how to prevent losing it. Book a demo or start your FREE trial now!

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