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Tech tips for bookkeepers: how to know you're partnering with the right apps.
If the idea of implementing technology solutions in your bookkeeping business seems as difficult as learning a new language, we’re here to tell you: there's a way forward.
Supporting bookkeepers, supporting small business. Here's how XBert can help lighten the load.
Navigating government grants, support payments and supporting small business through a pandemic: we know many bookkeepers are under more pressure than ever as they support their small business clients. Here's how XBert can help.
First Class Accounts partners with XBert to help franchisees reduce costly bookkeeping rework.
XBert's AI technology for audit and workflow management, is now supporting First Class Accounts to continue to deliver the best in Australian bookkeeping.
How to set-up bookkeeping workflows, that work for you.
Technology helps bookkeepers be more efficient. Find out how automating your bookkeeping processes can help you free up time, increase revenue and find better work/life balance.
XBert co-founder named in first-of-its-kind Responsible Data Use Advisory Council
XBert co-founder Aaron Wittman joins a group of experts and thought leaders across the globe to form Xero's Responsible Data Use Advisory Council, dedicated to educating and empowering small business owners on responsible data use.
Getting the most out of your free trial: tips and hints from XBert Customer Success.
Free trials: are you making the most of it? Customer Success guru Carrie Riessen shares some strategies you can put in place to make sure you have all the information you need to make a decision, before you’ve spent a cent (or wasted precious time).
4 tips to keep your team engaged and productive while working remotely.
We put together some simple steps you can implement in your bookkeeping practice to ensure your team not only survive, but thrive while working remotely.
Bookkeeping best practice: how 5 bookkeepers use XBert to take their business to the next level.
It’d be easy to show you a long list of product features, but we think it’s better you hear from your peers. Find out how XBert has helped these bookkeepers make work life easier and continue to achieve their business goals.
Employee Superannuation Contributions: how to know you have it right, before it's too late.
Just released, in time to help bookkeepers and accountants, help their clients ensure they’re compliant with their superannuation requirements, is our new XBert risk alert: Check Employee Superannuation Contribution.
AI for accountants: the smart, savvy (and silent) business partner you'll wish you partnered with earlier.
When we're talking efficiency, productivity, growth and the very best in service - technology is here to help. Discover why artificial intelligence and machine learning are the best silent business partners for accountants and bookkeepers.
Why using the right tech tool is the difference between surviving and thriving in 21/22.
Whether you're looking to scale your business or just find more time for you: using the right tech tools in your accounting firm or bookkeeping business is key. Find out what you should be looking for, and what you should expect from an accounting add-on as a service.
Working from bookkeeping checklists in your head is a rookie move. Here’s how to go pro.
An accounting firm or bookkeeping practice is only as good as its processes – especially as it grows. If you’re still running a document checklist, spreadsheet, or worse – processes in your head – you may want to make some changes, STAT.
Workflow tools for bookkeepers: the tech you need (and why).
Using a workflow tool to automate your bookkeeping processes not only makes sense for productivity, it makes sense for your back pocket. Find out what features to look for in a workflow tool for bookkeepers, and why.
Moving to fixed-fee billing? New XBert reports help you know what to charge.
Hourly billing is almost a thing of the past. The number of accountants and bookkeepers implementing fixed-fee and value-based billing is on the rise. So how do you know what to charge? XBert's new report can help.
Bookkeeping nightmares turned sweet dreams: how XBert helps save sleep.
Ever lay awake at night wondering whether you’ve missed something? Found a small but scary mistake right on BAS lodgement or End of Financial Year deadlines? Every day, we hear stories about how XBert saves the sleep of accountants and bookkeepers.
5 ways to banish End of Financial Year stress for good.
Feeling the blood pressure rise as June 30 looms? If you're ready to implement smart changes for 21/22 financial year to ensure that never happens again - you need to read this.
The top 5 benefits of automation for accounting professionals
Never has there been a bigger need - and better opportunity - to streamline your processes, be more productive, and free up time to scale your business.
Federal Government continues to back XBert in their mission to help business and advisors.
“It’s really exciting times here at XBert and it’s awesome to be backed by the Government again, to continue rolling out what we know is game-changing software for the accounting industry,” Co-founder Troy Brown says.
4 ways to ease the pain of implementing tech solutions this new financial year
With End of Financial Year resolutions just around the corner it's time to think about what changes you'll make to hit your 21/22 goals. Here are some hot tips if that includes implementing new tech tools in your business.
Got a BAS hangover? XBert is the cure.
If you wake up following BAS lodgement deadline and feel like you need a truckload of coffee or another week of sleep to recover, we’ve got some great news for you: it doesn’t have to be that way.
The Treadmill: what you need to know about 'The Future of Accounting'.
'The Future of Accounting' may be a cliché headline but it's a constant source of debate. Xeta's Managing Partner Zander De Klerk explains why technology underpins everything, but it's the people that are crucial.
Simple scalability: how Rachel Fenn prepared her bookkeeping business to boom.
Rachel Fenn was looking for a tech solution that would help her systemise and standardise her bookkeeping processes, making it simple to scale her business and onboard new clients. She found that and so much more with XBert.
Know the state of your client files in minutes with XBert.
Bookkeepers rejoice! Know what work will be involved when onboarding a new client, find out just how clean your current client books are and save hours of manual bookkeeping checks, in a few simple clicks.
Small changes for big results: how bookkeepers can free up time for what matters.
ABN and GST status, business insolvency, duplicate invoices and bills - that's just the tip of the iceberg when it comes to time-consuming manual checks for bookkeepers. But what if you had a silent partner doing that work for you?
3 tips to help you smooth out your EOFY workload
Getting information from your clients in a timely matter can be a pain. Complicated checklists, manual checks and rework can exacerbate the problem. But if you're starting to feel the EOFY pinch, it’s not too late to make some changes.
5 reasons you can't be without XBert in your bookkeeping practice.
We know how the workload has increased for bookkeepers. Ensuring data integrity, process checklists, outsourced teams, an increasingly demanding client base – it’s a lot. And we have built XBert specifically to help.
How using AI Audit and automation will help grow your bookkeeping practice.
If you’re a bookkeeper looking to grow your business in 2021 and you’re not using AI Audit and automation – you need to read this, STAT.
How to find work/life balance as a bookkeeper in 2021 (and beyond).
We know right now, many bookkeepers are finding their business more demanding. The workload can be overwhelming and let’s face it – work/life balance a pipe dream. But it doesn't have to be that way.
Selling your bookkeeping business: do you have the right systems in place?
If your long (or short term) goal is to sell your bookkeeping business – or even to retire completely - it’s important to consider now, how implementing technology solutions in your practice will make that entire process easier.
3 tips to take the fear away from implementing tech tools in your bookkeeping practice.
Change can be hard. Keeping up with fast-evolving tech tools can be overwhelming. Here we share top tips for bookkeepers looking to take the fear and pain away from embracing technology in their business.
The future of bookkeeping task tools is here.
With a plethora of task tools now available on the market, how do you know what to use? For bookkeepers – it has to be one with AI Audit built in.
Growing a bookkeeping business in 2021: what you need to know.
Being a bookkeeper is 2021 looks markedly different from what was expected even five years ago. With technology moving so fast and so many changes on the horizon - where do you need to focus to keep your finger on the pulse?
10 tech tips that will ensure resilience and success in your accounting business
Brendan Lucas, CA and co-author of 'A Roadmap to Organisational Resilience', shares his top accounting tech tips and go-to apps to create resilience in your accounting firm.
5 questions you need to ask before adding another product to your bookkeeping app stack.
So many options, so much to consider. These 5 simple questions will help you determine whether adding a product to your bookkeeping app stack will be worth the investment of your time and money.
Cloud-accounting add-ons: do you need them in your bookkeeping practice? Find out here.
If you haven’t yet ventured into the world of accounting and bookkeeping add-ons, or you’re currently wondering where to start and why - you need to read this.
2 simple ways to ensure clean data and eliminate nasty surprises at month-end.
Month-end, BAS and TPAR lodgement, End of Financial Year can be stressful enough for bookkeepers, without knowing you might find some nasty surprises courtesy of your client’s ‘less than professional’ reconciling. But there's a solution.
5 common traits of future-focused bookkeepers
Technology is here to stay - and so are bookkeepers, with enhanced service offerings and more value to add to businesses of all sizes. Find out the top traits of bookkeepers dedicated to evolving their services.
Increase productivity while keeping your head count low: how Trina Dando does it with XBert
“XBert has saved me having to hire another part-time employee.” Trina Dando of South Coast Bookkeeping loaded a few files into XBert and immediately saw the benefit of the comprehensive list of risk alerts and AI-audit features.
The riches are in the niches for accountants and bookkeepers
Heather Smith has spent nearly two decades working with the cloud accountants, bookkeepers and advisors community. In this guest blog, she shares how using technology and automation, and focusing on niches, can be wildly lucrative.
ATO gears up for full recommencement of audits: how ready are you?
Keeping on top of compliance is imperative for bookkeepers, BAS agents and business owners. We look at ways to ensure everything is looking top notch, should the compliance auditor come knocking.
Clean Data & Cash Flow Forecasting: the Bookkeeping Power Couple
When it comes to the financial health of your clients, there can be no guesswork. XBert and Float are teaming up with an incredible offer to help bookkeepers everywhere save time, evolve their services and add meaningful value to their clients with smart, accurate advice.
Top tips to reduce non-billable hours in your bookkeeping business
Non-billable hours: every bookkeeping business has them. But do you have more than you should? And how can you ensure you’re making the best use of your time? Read on to discover the best way to reduce your non-billable hours and increase productivity.
How does AI and machine learning benefit the bookkeeping industry? Read on.
Despite early concerns bookkeepers and accountants could lose their relevance to robots; it seems the opposite is true. AI and machine learning have allowed bookkeepers to evolve their professional services in a number of ways.
Your work day just got a whole lot easier: XBert’s latest feature release.
Dedicated in our mission to making work life easier for bookkeepers everywhere, XBert have just released a new feature to help you streamline the way you work.
12 common bookkeeping errors costing businesses time and money
With more business owners taking over managing their books, bookkeepers are often left to clean up coding errors, invoicing mistakes and other issues. We discover the 12 most common errors many bookkeepers are left to resolve every day.
10 Australian bookkeeping blogs you need to read
Looking for an awesome accounting or bookkeeping blog? We've done the digging for you. Here we feature some of our favourite Australian accounting and bookkeeping blogs, covering all things industry-related: great and small.
XBert's supercharged browser extension helping bookkeepers get more done, faster.
XBert's ground-breaking browser extension for bookkeepers just went to a whole new level, taking your productivity with it. Get real time risk-alerts in Xero and view, manage and create tasks as you work on any site.
Bookkeepers can sleep better with XBert as their safety net | Nicole Lynch
XBert's AI-audit and risk alert features mean Nicole Lynch and the team at Streamline Management have eliminated nasty bookkeeping surprises in client data when preparing for TPAR, BAS and the EOFY.
Simple steps to increase productivity and boost morale while working remotely
Fostering a great culture and keeping track of productivity can be a challenge while working remotely. The XBert Team shares some simple steps that will help your team not only survive, but thrive while working offsite.
Thinking about outsourcing your bookkeeping? Read this first.
While there are many positive benefits to having outsourced bookkeeping teams – there are also issues that can be exacerbated by distance. Jolene Lutman shares her experience with managing outsourced teams.
6 reasons you should be using automation in your accounting firm
One lesson in business is always true: if you’re not innovating, you’re falling behind. Fail to stay on top and you risk losing your clients to competitors who have adopted the best practices. Accounting process automation is no different.
How Xeta has doubled their business every quarter using XBert
Having expanded across Australia in 2020 and with a rapidly growing client portfolio, it was imperative 'full-stack finance team' Xeta had fail-safe processes and high-scalability systems in place. Enter: XBert.
5 tips for a happy financial year in 2021
For accountants and bookkeepers, January means we’re only just on the downhill run towards the end of the financial year. Now is the time to ensure you have the systems and processes in place to make it smooth and pain-free.
How to ensure you’re using best practice in your bookkeeping with XBert.
Let’s be real. No matter how rigid and organized your practice processes are, there are always sneaky errors that can creep through. We’re all human. Luckily for accountants and bookkeepers everywhere, XBert isn’t.
BI Reports: a smarter way to grow your advisory
Given the rapidly changing face of the business world and the trials and tribulations highlighted by the COVID-19 pandemic, BI Reporting is proving to be imperative for accountants and bookkeepers looking to collect data effectively and turn insights in action.
Brendan Lucas can confidently offer a holistic accounting and advisory service using XBert
Helping businesses and not-for-profit organisations focus on what matters: that's it’s all about for Brendan Lucas.
Focus on accelerating growth in your business while XBert’s got your back.
Working smarter not harder: spend more time on the activities that grow your business while XBert’s AI-powered audit takes care of time-consuming manual bookkeeping checks and tasks.
Top 5 bookkeeping issues that arise on the daily…
The numbers have been crunched and you may be surprised by the most common issue that comes up for accounting professionals in providing accurate bookkeeping and tax.
Keep on top of employee entitlements and safeguard your business from costly slip ups.
Keep on top of all your employee entitlements, like leave accrual and age-related pay increases, without all the brain work, thanks to XBert.
Jolene Lutman wanted smarter digital visibility she got that and so much more with XBert.
Jolene Lutman is a business analyst, productivity proponent and tech-focused bookkeeper whose mission is to save clients time and boost efficiency - and XBert is exactly what she was looking for to help meet those needs.
If your task management tool doesn’t actually reduce your manual tasks – you’re missing out.
An accounting task management tool that actually reduces manual task load is exactly what the industry needs in 2020 (and beyond).
Saving business time and money: Xero App Partner of the Month
XBert has been announced as Xero’s App Partner of the Month, and we couldn’t be more honoured to be featured 'for helping small businesses thrive'.
XBert's a finalist in the FinTech Australia Finnies Awards
We have huge news! XBert's a finalist in the FinTech Australia Awards recognising start-ups delivering transformative new financial services through the innovative use of technology - and you can vote for us.
XBert's going global and innovating for the future with recognition from AusIndustry
XBert's been awarded an AusIndustry grant to fund continued innovation, global market expansion and help more businesses and advisors detect risk and make smart decisions using accurate data and insights.
Staying on top of GST, ABN and deregistered business risks is no sweat with XBert
Businesses can change ABNs, GST status or cancel their business registration at any time. XBert audits cloud accounting data and monitors the Australian Business Register so you meet compliance and spot risks.
Rainforest Bookkeeping ditched whiteboards and gives clients the cleanest books ever with XBert
Michele Grisdale from Rainforest Bookkeeping uses apps to drive efficiencies and add value for clients. Yet, she couldn’t find an effective replacement for her process management whiteboards - until XBert.
XBert’s the secret to reducing costly rework for top accountants Bentleys Queensland
Since implementing XBert, Bentleys Queensland have confidence in their data quality and advice, are strengthening client relationships, and spending less time on review and rework.
More ways XBert helps you make better decisions and give the right advice for smarter business
XBert's powerful AI audits accounting data hourly ensuring your reports are accurate for smarter, data-driven decisions and advice. Along with our process automation tools, you can manage bookkeeping workflows efficiently and save money.
How BYO Group uses XBert every day to gain more time for advisory and enhance data quality
Diane McCaffrey and her team love perfect. They use XBert daily to ensure accuracy and automate manual audits and checks like GST and ABN changes. Improved data integrity and insights mean clients also reap the benefits.
How XBert saves Jaquillard Minns hours for each client every week and boosts efficiency
As a business solutions manager, Liam McNamara’s always hunting for innovative tools to drive efficiency and ensure data quality. Read how XBert helps Liam and the Jaquillard Minns team increase and improve advisory.
An added layer of protection for automated attachment reader apps against ABN and GST errors
XBert's AI-engine now analyses attachments in Xero and checks data from automated expense and document readers to protect against ABN, GST and cancelled business risks and save you money.
10 ways advisors can focus on what matters most with XBert CONNECT in the COVID-19 crisis
Bookkeepers and accountants are going above and beyond supporting clients while under enormous pressure. XBert CONNECT’s AI-powered alerts, automation and process management save vital hours for higher value tasks.
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 AI-powered Process Status dashboard. 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. Our free trial is 90 days for single businesses and we have a tailored partner program 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 accuracy 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.