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.
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.
