Easily manage workflow remotely with XBert CONNECT's AI, Process Board and Service Template Tasks
Keep track of your clients, process flows, team workload and service offerings with our Template Tasks and new Service Breakdown and Quick Views. We've got pain-free automated process management covered.
There are more challenges ahead and XBert wants to support you
XBert co-founder Troy Brown was devastated when he lost his business after the Global Financial Crisis. We want to help, so our free trial is now 90 days for single businesses and we have special offers for advisors.
See your business health check and insights anytime and anywhere with XBert
XBert gives you up-to-date visibility over bookkeeping and business health at any time. Collaborate better with advisors, receive alerts to bookkeeping risks, catch mistakes early, and improve data integrity and compliance.
Say goodbye to manual checklists because the future of process management is bright
We attended the Xero Roadshows to showcase XBert and meet with accountants, bookkeepers and small businesses. We discussed what you love about your work, what needs improving and what the future holds.
Find account coding and bookkeeping mistakes before they cost your business money
Account coding errors impact your reports and potentially your bank balance! There could also be GST and tax implications. Let XBert find the mistake money hidden in your Xero data.
XBert automatically finds duplicates and bookkeeping errors saving you time and money
Duplicates are time-consuming to fix and can cost money. You could pay bills twice, inflate sales with duplicate invoices or send invoices to the wrong address. XBert’s automated checks will find duplicates and mistake money.
XBert finds GST errors and bookkeeping mistakes early to save you money
Typos, incorrect GST payments or trading with a cancelled business can lead to money loss and financial ruin. XBert analyses your Xero data to find mistake money and keep it in your pocket.
Turn bookkeeping mistakes back into money with XBert
Small bookkeeping errors are easily made, but the impact and cost to your business can be big! XBert is a Xero connected app that will catch that mistake money early, before it's gone for good.
Reduce the impact of cash flow gaps on your business and personal health
The late payment of invoices is a major cause of stress for small business owners affecting both their wellbeing and business viability. XBert can help you better manage overdue invoices, cash flow gaps and reduce debtor risks.
How you can stop raising duplicate invoices and accidentally inflating your income
Keeping track of invoices is difficult and errors happen. Duplicate invoices can be a pain to fix, may affect your relationship with customers and clients, and inflates your income which can influence your business decisions.
A simple way to avoid tracking and bookkeeping mistakes costing your business money
Are you able to easily track anomalies and possible errors in business finances? When a bill is much more or less than previous months, will you know and check? Or are you too busy and you'll pay it without realising there may be an issue?
Audits can happen at any time | Here's how Xero users can help reduce the risk to their business
An audit by the ATO can put the fear into any small business owner, but it doesn't have to. With XBert monitoring your Xero accounting data, we can help make your books more accurate and reduce the risk of non-compliance.
You haven't seen this before! Manage risks and tasks in Xero with XBert's browser extension
Take productivity to the next level and use XBert's groundbreaking browser extension to get hourly risk alerts in Xero! You can also view, manage and create tasks as you go. Save time and money, no sweat.
You beauty! We're finalists for the Xero Awards
The XBert team are thrilled and very proud to be a top-three finalist so early in our journey for Emerging App of the Year for the Xero Awards.
Manage your books and your clients effortlessly by turning emails into tasks in XBert
XBert's range of features allows you to manage your bookkeeping tasks, workflow, and clients efficiently. Create an XBert task simply by sending an email.
Businesses beware | The real costs of GST compliance and director responsibility
GST compliance is a burden for small business and can cause business risk and financial loss. Don't be the one responsible for non-compliance and liability. XBert can help resolve GST risks, save you time and reduce stress.
Don't pay twice and lose that money for good | XBert helps you spot duplicate bills
Paying bills multiple times by mistake can be a hassle to fix and lead to financial loss. XBert is a smart accounting tool for business that will help ensure you raise and pay bills only once.
Is that invoice really overdue? Use payment behaviour to detect debtor risk
When is an invoice really overdue? Your customer's payment terms may not match yours. All business owners have to deal with late payments, but when does it become a serious debtor risk and not just a difference in terms?
Way behind with your bookkeeping? Integrated accounting solutions will help
Is your accounting system feeling lonely and is it because of you? You need to give your accounts some love. Balance the books regularly so you know where your business stands financially.
Keep it clean folks | How to avoid the headache of bookkeeping mistakes and duplicate contacts
Do you have dirty data - multiple contact records for each customer or supplier? Are your invoices not paid because they're sent to an old or inactive address? Is your business data reflecting the real picture?
Don’t get caught | Avoid fraud risk from a supplier not registered for GST
Will your business have to pay back thousands due to GST fraud? If your supplier is not registered for GST and charges you GST, how will you know?
Xerocon 2019 Wrap-Up | What's next to keep you a step ahead in business
It was a massive week at Xerocon. The team ran over 160 XBert CONNECT demos, sat on expert panels, explored business risk alerts and workflow management, showcased XBert's smart data and insights and more.
Stay on top of it all with notifications and collaborate to reduce financial risk
We've made it even easier for you to collaborate in XBert to reduce risk and save money. Now we have notifications to help improve your productivity and streamline workflow.
It’s time we had a little chat – about our new XBert feature
Communication with your team, bookkeeper and accountant is key to a successful business. Our new TEAM CHAT feature ensures you have all the collaboration tools you need to help reduce risk and save money.
How to make sure bookkeeping errors don't end up costing you thousands | It's all in the code
Ever made a small account coding error? Want to give more money to the tax office than needed? We didn't think so. Is every transaction in your, or your client's accounts legitimate?
How to get bookkeeping tasks done fast | Catch risks early and keep money where it belongs
It's hard enough for business owners to get everything done, and then there's the books. Bookkeepers manage multiple client tasks. How will you know when there's money at risk, or will it slip through the cracks?
Accounting tools to catch risks before you know the risks exist and spot fraud
Ever felt the curse of fat fingers with bookkeeping entries? An extra digit to an invoice or making a transposition error can have a big impact. Or you could be at risk of fraud.
Beware of dodgy dealers and bookkeeping risks | Watch out for Incorrect ABNs
Are you certain everyone you trade with is correctly registered with an ABN and are who they claim to be? Would your business cope if your trading partner vanished into thin air owing you money?
Keep the tax auditor away! Don't claim GST from a non-registered supplier
Oh crap! Your GST obligations shouldn’t end in tears. There's a way to keep the ATO GST auditor onside when dealing with non-registered suppliers.