Our framework ensures we put in place a mature process to improve financial data quality and/or workflow automation across your entire organisation through the effective implementation and use of the XBert application.
Our implementation uses an OKR methodology to ensure the alignment of measurable goals, working as partners in the success of the implementation.
We help create XBert champions, that help create long-term success and achievement of your goals.
We also prove our ROI, by measuring success. We do not hide from the data, we embrace it.
Why is good data quality important?
Why a quality workflow automation solution is important?
Resources for your information and
to share with your team and clients
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Book a Quality session with our team ➝
Select an option below to insert into the introduction of the example email
1 - Exisiting CLIENT.
At [Your Firm Name], we are continually evaluating and upgrading our technology stack to ensure we provide you with the most accurate, efficient, and proactive financial services possible.
2 - NEW CLIENT – Wording to include within their NEW engagement letter.
As part of our commitment to delivering accurate, timely, and high-quality services, we utilise XBert - an intelligent audit and risk detection tool integrated with your cloud accounting software- to proactively monitor your financial data for anomalies, errors, and compliance risks.
3- PROSPECTIVE CLIENT - Permission to conduct data health quality review.
To help assess the quality and health of your financial data, we’d like to conduct a complimentary data review using XBert, our AI-powered audit tool - could you please grant us advisor access to your cloud accounting software so we can proceed?
Example Email:
Hi (Valued client name)
[INSERT 1, 2 or 3]
One such advancement we are introducing is XBert, an intelligent audit and risk detection platform that works seamlessly with your cloud accounting software. XBert uses AI-powered analytics to monitor your data in real time, identifying anomalies, errors, and potential fraud - well before they can impact your business decisions or compliance obligations.
Why We're Introducing XBert
As part of our commitment to quality, we are responsible for ensuring the integrity and security of the systems we use and disclose to you the use of any cloud-based services. XBert meets strict data privacy and security standards and helps us:
• Detect and resolve errors instantly, rather than during reviews or reporting periods.
• Collaborate with you more effectively through client dashboards and smart alerts.
• Ensure that every piece of advice is based on clean, reliable data.
Security and Consent
XBert is a trusted, secure, cloud-based service that complies with Australian data protection regulations. Please visit www.xbert.io to learn more about the platform and how your data is handled.
Actions
Could you please confirm your consent for [Your Firm Name] to proceed by reply email. If you have any questions or would like to discuss this further, please don’t hesitate to reach out.
Warm regards,
[Your Name]
[Your Role]
[Your Firm Name]
[Contact Info]
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