Set XBert to work so you can really take a break

Connect your client files, and our AI audit checks will monitor client data and you can return with alerts already queued in your workflows — not a mystery mess in the ledger.

Start free trial
Book a demo

Our built-in alerts never take a break...

If you want something specific monitored -
just ask XI - to create Custom XBerts

Here's some ideas our customers use

Work Data

Find any tasks completed in under 50% of time estimated.

Balance Sheet

Alert me when the account named suspense is greater than zero after the 30th of each month.

Bank Transaction

Alert me if a bank account with an Active Status, and the last transaction date is over 30 days old.

Bank Feed

Alert me if bank feed has disconnected.

Bank Balance

Create an alert if a bank account’s current balance drops below $0 at end of the month.

Wages Payable

Tell me when the balance of account named ‘Wages Payable’ is not zero on the last day of the month.

Loan Accounts

Let me know when the directors loan balance is a debit balance.

Liabilities

Alert me if any liability account name containing “reimb” is not zero at the end of each month.

Employee

Let me know if any employee has an annual leave balance greater than 152 hours.

Create unlimited efficiencies

start your free trial today!

Bank Transaction

Check to see whether suppliers are using multiple account codes for their transactions.

Bank Transaction

Give me a list of spend money transactions equal to or more than
$82.50 and less than $330 with no
attachment.

Bank Transaction

Alert if transaction status unreconciled after 20 days.

Bank Transaction

Alert me if account name containing ‘Gifts’ does not have the tax rate as ‘GST on expense’ or ‘BAS Excluded’.

Bank Transaction

Alert me if any reconciled transaction has been assigned to contact “Mark the owner”. Now eliminate any coded to “drawings”.

Bank Transaction

Alert me if the Uber transactions are not coded to account Uber.

Bank Transaction

Alert me of any bank transactions that aren’t transfers over
$100 with no attachments from these certain bank account names: Working Account #2964.

Bank Transaction

Alert me when an account name is ‘stripe fees’ and does not contain ‘GST’ as part of the account name.

Bank Transaction

I would like to be alerted when a transaction has been reconciled to General Expenses and the value is over 82.50 including GST.

Book a demo in January now

Book a demo

tracking categories

Show me any transactions that have been posted to nominal code 85000 with a tracking category of Sites and where the tracking option isn’t “ICO”.

bill

Alert me if a bill doesn’t have a reference number.

Bank Transaction

Alert me if account name containing “sales rep expense” is over $50.

bill

Alert me if lineitemtaxtypename
is not “BAS Excluded”, but TrackingCategoryItem is unassigned or blank, exclude any bill with status “Void”, “Deleted” or “Draft”.

Bank Transaction

Alert me if any clients of Jenny’s have unreconciled transactions older
than 14 days.

Liabilities

Let me know when I do not have a payment from Superchoice in January, April, July or October.

bill

Alert me when two bills have the same amount and are for the same supplier on the same date.

bill

Alert me when the date on the bill is more than 6 months in the future.

bill

If bills contain contactname ‘ABC bookkeeping’, if the description includes ‘Xero’ or ‘subscription’, alert me if those lines are coded to ‘bookkeeping’ account.

Gain a competitive edge with AI in your practice - It's easier than you think.

You’ll be turning wasted hours into profitable work with XBert in no time.

start free trial

Integrates with

App Store Reviews

'Blown away with the difference it's made. XBert has given me back time every day’
"I can't speak more highly about the positive effect it's had on this practice. I booked the XBert Fast Track with the wonderful Jesse. She helped me to design our practice wide workflow system in the first session."
Testimonial Image
Tracey Rubens, Beachy Bookkeeping2024 Australian Accounting Industry Awards Bookkeeper of the Year
My team has all given it the thumbs up. Best software implemented in years'
"XBert Task management integration with XPM has completely changed the way we manage workflow. Tidier, more compliant files and the analytics have given me insights I was previously unable to access."
XBert Gun - Karen McNamara
Karen McNamara, KBas Bookkeeping

Book a demo and workflow session

Book a demo

journal transaction

Alert me if a Journal of type Manual was posted within this week.

profit & loss

Alert me when last month’s total revenue is more than 50% lower than average monthly income.

profit & loss

Alert me if the account code with the name “Depreciation” has no transactions for the month.

balance sheet

Alert me when an account name containing ‘ATO’ or ‘ICA’ or ‘Integrated Client Account’ has a balance that is not 0, exclude any Bank Accounts.

contacts

Alert me if a payment of GST/VAT has been made to Unregistered GST/VAT Contact.

Employee

Alert me if the annual leave or personal leave balance for any active employee falls below 0.

Smarter workflow and analytics features
will help you...

Manage without the effort

Always wondering if your team is under capacity?

Fix errors faster

Tired of checking client data one client at a time?

put workflow on auto-pilot

Less management with template multi-schedules

price clients faster

Show your value with Health and Activity Reports

Ready to get Started?

Start your trial and one of our human success agents will reach out to discuss how XBert can deliver unlimited ROI for you.
Get Started ➝
✓ Free Trial
✓ 5 Star Onboarding Support
No more EOM chasing

Receipt Capture and Auto Bank Reconciliation is launching soon.
So smart it will chase missing information for you.

join the waitlist