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XBert saves accountants and bookkeepers hours by letting AI handle time-consuming tasks

Start a trial and get access to up to 80 pre-loaded risk alerts and create your own. Get notified of risks before you even know they exist. Save time fixing errors, automate checking of supplier status, sales tax checks and more - so you can focus on clients and growth.

XBert Global AI Prompt Comunity for Accountants and Bookkeepers
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Manage without effort

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

Stop manually reviewing time entries or checking who’s falling behind. With Custom XBerts and smart Prompts, XBert tracks deadlines, time logs, and workload issues, alerting you before they become a problem. It’s how managers are saving time and getting better oversight. Just ask for the answers you need.

Let XBert check for missed billable time!
'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."
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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."
XBert Gun - Karen McNamara
Karen McNamara, KBas Bookkeeping

Tired of digging through timesheets and task lists?

Let XBert alert you to tasks with zero time entries.

Tired of checking client data one client at a time?

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

Always wondering if your team is under capacity?

Let XBert tell you the team members over or under capacity.

Always short of time to prep a client meeting agenda?

Let XBert write you a meeting agenda for any client so you don't have to.

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.

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Differentiate your firm

Set up risk alerts for your clients and grow advisory revenue.

Create alerts for the things that matter most to each of your clients and offer them proactive advice with minimal effort. Growing advisory revenue has never been easier - your clients will thank you for it.

Signup and connect files is all it takes and XBert will run multi-day audits on your files.
Simple AI

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.

Signup and connect files is all it takes and XBert will run multi-day audits on your files.
'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.”
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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!"
XBert Gun - Karen McNamara
Stacey Nielsen - CFO Financial Leader, Book Metrics
LEAD Competitors

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.

Signup and connect files is all it takes and XBert will run multi-day audits on your files.
Lower Costs

Let XBert handle repetitive, time-consuming tasks to reduce overheads.

Don't continue to open every client accounting file time and time again for the same thing. It's unproductive and a timely overhead to your firm.
XI will boost the net profit of your practice - how much is up to you!

Signup and connect files is all it takes and XBert will run multi-day audits on your files.

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*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.