76* XBert AI audit algorithms scanning your files multiple times a day. Smarter workflow tools to manage your team and clients, and consolidated analytics to price and manage clients quicker.
Let automated alerts monitor your ledger data 24/7 for errors and anomalies, or customise your own with XBert Intelligence to unlock limitless efficiencies and provide clients with actionable insights when it happens.
Choose from a variety of work boards to effortlessly manage your team’s capacity. Understand over capacity in a click to optimise operations and achieve new levels of productivity.
Monitor teamwork in real time, optimize workflows, and manage team capacity—all through interactive, quality-checked reports that simplify advisory and management.
Ask XI to alert you on what matters most to your client, client-assign it, and be rewarded with client referrals.
