If you are a small to medium sized firm we’ll get you started with your free trial so your data can be monitored daily by XBert. No point delaying seeing what XBerts’ 76 automated and sophisticated data quality checks find in your client files and start saving time and money today!
Next, we will set up a meeting to ensure the Step Ahead sessions are right for you. We’ll work with you to plan and implement best practice workflow templates integrating XBert with your organisation.
The Step Ahead Sessions include multiple meetings of one-on-one time with our customer success team to ensure XBert is configured exactly as you need it, and that you have a comprehensive understanding of how to use every XBert feature, including how to set up recurring task templates and schedules to automate your workflow.
We usually charge $500 a session for these and we’re offering you them free! Have a look at our preloaded templates if you’re excited to get started, you can modify easily to suit your needs.
Regardless of size, there’s no point delaying seeing what XBerts’ 76 automated and sophisticated data quality checks find in your client files and start saving time and money today! We’ll prioritise setting up your free trial immediately.
For large or global enterprise firms our Objectives and Key Results programme is our bespoke personalised implementation.
We provide you a comprehensive, objectives driven, customised approach. We configure specific and measurable outcomes that improve financial data quality and workflow automation across your entire organisation through the effective implementation and use of the XBert application.
Generally, such a project runs for 3 months and delivers improved financial data quality, your team getting more done for the same effort and cost, and bookkeeping work that is better, easier and faster.
XBert provides business analysis and project management resources, as well as customer success and other key team members to ensure success of the programme.
We usually charge $5000 per month for these sessions and we’re offering them to your company discounted - book a meeting with us to discuss pricing!
Please note there is no setup required if you only want to implement XBert AI Audit. Just connect your files and let XBert work its magic!
You can chat with us in app if you have any questions, or book a meeting to customise and suggest future XBerts.
We will reach out and make sure everything is working well and if you have any questions just in case. Make sure you get involved - suggest an XBert or a report.
Here's what a few our customers have had to say.
Read what other quality bookkeepers and firms are saying
As soon as you start a trial one of our quality success agents will run you through these benefits and features.
Ask us once you have signed up if there are any exclusive FREE set-up workshops still availabe.
