AI Enabled Workflows - Automate Tasks, Visualise in Kanban & Deliver Insights

Accounting and Bookkeeping teams are under pressure to do more with less time. Rework, manual processes, and disconnected workflows often stand in the way of efficiency and growth.

In our latest webinar, AI Enabled Workflows - Automate Tasks, Visualise in NEW WORK BOARD and Deliver Insights, XBert’s Soraya Brown and Alex Allen shared how firms can transform their operations with data-driven workflows, real-time automation, and intelligent task management.

‍

In this blog, we cover:

• The New Workboard view for visual task planning
• How AI-powered workflows automate routine checks and reduce rework
• Creating data-driven tasks directly from client ledgers
• Using custom AI alerts to proactively manage clients
• Improving profitability through activity and pricing insights
• Managing team capacity and reassigning work in seconds

‍

You can now watch this webinar On Demand HERE, or read on for the key things you need to know.

Plan and Visualise Work with the New Work Board View

‍

XBert’s soon-to-be-released Workboard view allows users to visualise and manage workflows more intuitively.

“For a long time we’ve been asked about a calendar view within XBert, and finally we’re able to show you what that looks like.” - Alex Allen

The board enables drag-and-drop task management, helping teams adjust due dates, reassign work, and prioritise overdue items visually. This view supports team leads during planning and stand-ups by giving them a clear picture of workloads in real time.

‍

Automate Custom Workflows and Reduce Rework

XBert’s AI automation scans client ledgers multiple times a day to identify potential errors and risks. These data-driven workflows trigger alerts and tasks automatically, ensuring issues are resolved early and consistently.

“We’re seeing about a 30% time reduction, especially in the BAS processing or rework because teams have already cleaned up all the potential issues prior to month end.” - Soraya Brown

For example, XBert can automatically detect if a supplier’s ABN is not registered for GST and flag the transaction before it’s filed. By automating repetitive checks, firms can focus on higher-value work instead of spending hours on manual error detection.

‍

Create Data-Driven Alerts That Improve Accuracy

Every firm has unique client needs. XBert’s AI-powered workflows allow users to create their own checks and alerts to fit their specific processes.

“We’ve now given all of our users the ability to use AI to build any checks across their clients or whole practice.” - Soraya Brown

For instance, a firm might create an alert for when wages exceed 30% of revenue within a month or when a client’s profit drops significantly. These custom AI alerts let firms anticipate risks, correct issues before they escalate, and provide proactive client insights.

‍

Use Activity Insights to Improve Pricing and Profitability

XBert’s health and activity reports give firms visibility into transaction volumes and workload trends, helping to inform accurate pricing and resource allocation.

“We’re now starting to recommend that you look at your fixed fee pricing approximately every quarter in line with activity volumes.” - Soraya Brown

For example, if a client’s transactions increase by 50% in a quarter, XBert can trigger a task to review their pricing, ensuring profitability keeps pace with workload.

‍

Manage Team Capacity in Real Time

XBert provides complete visibility of team workload and capacity so managers can balance assignments efficiently.

“It’s very easy to see who’s at capacity, who’s not, and who’s got room to take on more work.” - Alex Allen

From the team overview dashboard, overdue or high-load tasks can be reassigned with one click, helping practice managers prevent bottlenecks, maintain productivity, and ensure work is evenly distributed.

‍

Deliver Better Client Insights with Health Data

XBert integrates client health metrics directly within each task, giving teams instant access to ledger quality, overdue tasks, and insights.

“We’re integrating that data piece even more with everyday tasks so you’ve got more information on that client at the click of a button.” - Alex Allen

When reviewing a BAS task, users can instantly view the client’s health score and potential risks without leaving the workflow, saving time and improving accuracy.

‍

Improve Work-Life Balance

Beyond workflow efficiency, AI-enabled automation helps teams achieve a healthier balance by reducing manual work and streamlining planning.

“Most people are looking to decrease stress and find a better work-life balance.” - Soraya Brown

By automating repetitive processes and improving transparency, teams can focus on meaningful work instead of administrative burden. Firms benefit not only from operational efficiency but also from improved staff wellbeing and retention.

‍

AI-enabled workflows bring automation, efficiency, and visibility into every aspect of accounting and bookkeeping operations. They eliminate rework, improve collaboration, and allow firms to manage growth with confidence.

If your firm wants to reduce stress, reclaim time, and deliver better client outcomes, now is the time to embrace data-driven workflows.

‍

Want to set this up in your business?

Book a call with our team so we can show you our tools and discuss your adoption options.

‍