XBert AI saves accountants and bookkeepers hours by putting the grunt work on auto-pilot

Manage without the effort: AI tracks team tasks & capacity, alerting you when action’s needed.

‍No more manual checks: Get notified of risks before you even know they exist.

‍Fix errors faster: AI cross-checks supplier status, ABN, sales tax and more.

‍Show your value & price faster: Provide analytics & use data health check to scope faster

‍No more manual EOM: Receipt Capture, Auto-request missing info and Auto Bank Reconciliation - coming soon.

XBert Global AI Prompt Comunity for Accountants and Bookkeepers

Manage without effort

Think of XBert as the newest member of your team, who has decades of accounting experience.

Let XBert:Track task deadlines, time entries and flag team workload issues. Monitor your ledger 24/7 and alert you to errors or risks. Scope and price new clients fast with a data health check. Automate receipt capture, client follow-ups and bank reconciliation all synced to your ledger.
‍The options are limitless - Just ask in plain English

Let XBert check for missed billable time!

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."

Tracey Rubens, Appy Books2022 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."

Karen McNamara, KBas Bookkeeping

Manage without the effort

Always wondering if your team is under capacity?

Let XBert alert you to tasks with zero time entries.

fix errors faster

Tired of checking client data one client at a time?

Let XBert check your suspense accounts for value of zero for you.

workflow on auto-pilot

Less management with template multi-schedules

price clients faster

Show your value with Health and Activity Reports

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

no more manual checks

Ask once, and we'll monitor all your client data automatically, every day.

We like to call it audit-pilot! Our unique risk framework allows you to create and save alerts that forever monitor all your client data, and your team workloads. You'll get notified whenever action is needed by you or the client.

'Using XBert immediately improved timeliness and confidence in the data quality'

“In the past we had to review all the transactions to ensure it’s all correct and then we’d have discussions with the client. Using XBert immediately allows me to go back to the client and have meaningful discussions.”

Pierre Dixon, Managing Director, Profit Hunters Accounting

'From initial setup XBert’s customer service team has been incredibly responsive'

"What sets this software apart is not just intuitive design and AI-driven features that streamline our workflows but the unparalleled support we've received which ensured a smooth transition and efficient use of the software. It's rare!"

Stacey Nielsen - CFO Financial Leader, Book Metrics

show your value

Be the firm with the world class AI advantage.

Stand out from the noise with bespoke data quality health checks across all your clients or individually. If you're looking to scale and retain clients, XBert helps make every client feel like your only client.

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

Ready to get Started?

Start free trial

*30% Off offer available until 30 June 2025 for new subscribers only. Must accept during trial period. Subscriptions subject to 3 month discount include users and client data plans. Speak to a XBert team member to redeem.