AI Receipt Capture and Bank Rec Management coming to XBert 🚀

XBert, the leading AI software managing data quality and workflow automation for accountants and bookkeepers, has announced it is releasing Receipt Capture into their platform in 2025.
Get involved and tell us what you really want - fill out our survey now.

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Making Receipt  Management Easy

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Managing receipts, data capture, request for information and Bank Accounts can take up a lot of time and effort. XBert’s Receipt Capture feature will use AI to automate key tasks, helping businesses, bookkeepers and accountants work faster and with fewer errors, with a key difference being it can be automated into an existing XBert daily workflow.

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With this tool, users can:

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• Save Time: Automatically capture and categorise receipts instead of doing it manually.

• Stay Organised: Upload receipts via a mobile app or through XBert’s client portal.

• Work Seamlessly: Connect with existing accounting platforms without extra hassle.

• Client Co-ordination: Automation of client queries.

• Automate your Bank Feed reconciliation processes

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“Our customers led us here, XBert’s AI already analyses all your GL, and bank transactions, correcting automated entry from other systems, so capturing the actual receipt was the next logical step” said Troy Brown, Co-Founder of XBert.

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“By introducing receipt capture, our AI is making it even easier and more accurate so bookkeepers and accountants can focus on more important work and consolidate their app stack.”

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Built for bookkeepers, accountants and their clients

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The Receipt Capture feature is being designed with both business owners, bookkeepers and accountants in mind.

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• For Bookkeepers & Accountants: XBert has been reviewing the quality of receipt data for years, recoding to correct accounts and checking VAT and GST. Adding the receipt capture into XBert's powerful workflow system is another step to helping bookkeepers and accountants consolidate their app stack. Fast and cleaner access to up-to-date financial data (powered by XBert’s AI) to help them work more efficiently and accurately.

• For Business Owners: Integrated into XBert’s existing client portals where bookkeepers share risk issues and tasks with clients, it's a natural progression to manage expense approvals. A simple way to track and organise expenses through a mobile app.

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XBert’s Receipt Capture solution is expected to shake the industry with few independent software providers left in the expense management space.

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Your Feedback Matters

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To ensure receipt capture works well for users, XBert has launched a product feedback initiative. A survey will invite current XBert users to share insights into their current challenges and expectations for the tool.

Click here for the Survey.

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Strategic Rollout

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The Receipt Capture feature is scheduled for release in 2025, with an initial focus on validating workflows and technology integration. XBert will share more information about pricing and availability in the coming months.

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About XBert

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XBert is an AI-powered workflow automation platform built for accountants and bookkeepers. By integrating AI and automation, XBert helps professionals save time, reduce errors, and focus on delivering value to their clients.

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Website: www.xbert.io