XBert + Xero work together
allowing businesses and bookkeeping teams to collaborate and
solve data-driven alerts of potential financial risks to the business.

XBert + Xero work together
allowing businesses and bookkeeping teams to collaborate and solve data-driven alerts of potential financial risks to the business.

XBert Screenshot
Xero Connected App
Xero Screenshot

Using sophisticated algorithms and machine learning technology, XBert integrates seamlessly with your Xero cloud accounting software to analyse human bookkeeping entries and patterns in your business data. Safeguard your books with this easy-to-use app that works on any device – and know your business’ financial status in a snap!

XBert Bookkeeper looking at phone

How XBert + Xero helps:

XBert business owner looking at computer
XBert Bookkeeper looking at phone

Business owners and managers

  • Integrates with Xero software linked to your bank accounts, billing and invoicing.
  • Eliminates issues associated with human error in entries and detects potential losses, risks and anomalies.
  • Collaborate with your finance team to track requests, responses and resolutions.
  • Have complete visibility of Xero balances with real-time snapshots, detailing cash flow, trends and more.
  • Saves you time and money so you can focus on growing your business.
  • Gives you peace of mind knowing that your books are accurate, up-to-date, and you’re a step ahead in business.
XBert business owner looking at computer

Bookkeepers and accountants

  • Integrates with your Xero software. XBert updates whenever Xero does to help you stay on top of your workflow.
  • Eliminates the chance of human error in entries and alerts you to potential losses and patterns in client finances.
  • Collaborate with clients and your team. Track client requests and create and manage tasks for your team.
  • Saves you and your client time and money freeing you to think about the big picture and add value for your client.
  • Real-time snapshots give clients complete visibility over their Xero balances, putting the monitoring of finances in their hands.
Snapshots Screenshot

About Xero

Xero Logo

Xero​ ​is​ ​world-leading​ ​online​ ​accounting​ ​
software​ ​built​ ​for​ ​small​ ​business.

  • Get​ ​a​ ​real-time​ ​view​ ​of​ ​your​ ​cash flow.​ ​Log​ ​in​ ​anytime,​ ​anywhere​ ​on​ ​your​ ​Mac,​ ​PC,​ ​tablet or​ ​phone​ ​to​ ​get​ ​a​ ​real-time​ ​view​ ​of​ ​your​ ​cash​ ​flow.​ ​It’s​ ​small​ ​business​ ​accounting software​ ​that’s​ ​simple,​ ​smart​ ​and​ ​occasionally​ ​magical.
  • Run​ ​your​ ​business​ ​on​-​the​-​go.​ ​Use​ ​our​ ​mobile​ ​app​ ​to​ ​reconcile,​ ​send​ ​invoices,​ ​or​ ​create expense​ ​claims​ ​-​ ​from​ ​anywhere.
  • Get​ ​paid​ ​faster​ ​with​ ​online​ ​invoicing.​ ​Send​ ​online​ ​invoices​ ​to​ ​your​ ​customers​ ​-​ ​and​ ​get updated​ ​when​ ​they’re​ ​opened.
  • Reconcile​ ​in​ ​seconds.​ ​Xero​ ​imports​ ​and​ ​categorises​ ​your​ ​latest​ ​bank​ ​transactions.​ ​Just click​ ​OK ​to​ ​reconcile.

Syncing XBert to your Xero data allows you to be alerted to patterns, anomalies, and
bookkeeping risks before you know the risks exist.

Connect XBert to Xero

Integrating XBert with Xero is fast and easy.

Open the XBert app for the first time then you’ll be sent to the Xero log in screen and prompted to integrate your Xero account. When using XBert, any alerts you receive must be fixed within Xero. Once the underlying issue is fixed, the XBert will show as resolved after the next data sync, and then you can file that XBert away. XBert only reads your Xero data and can’t make any changes, i.e. the syncing is one-way. We only store the data needed to provide you with the relevant XBert notifications, and this data is stored in an encrypted database.

XBert connects with these key Xero entities: Journals, Users, ProfitLoss, Invoices, Bank Transactions, Bank Statements. Accounts, Organisations, Credit Notes, Bank Transfers, Payments, and Contacts.

Xbert Screenshot

Our XBerts automatically sync with your accounting package on the hour, every hour, giving you the real-time visibility you always wanted.

Some things are impossible to find,
stay a step ahead in business and let XBert do it for you.

Connect XBert to Xero today, because
you and your bookkeeper are only human after all.

XBert logo

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