Grunt Work on AI Auto-Pilot

See it in action - Don't miss out!
Book a Demo time at Xerocon now.

Book a demo
Start free trial

Visit stand E+9
‍and attend our spotlight sessions

Session 1 - Day 1
App Partner Spotlight Stage 2 : 3.20pm

‍AI to Solve Capacity, Increase Profitability & Deliver Client Value

Discover how XBert’s AI automates manual checks, predicts capacity bottlenecks, and empowers your team to deliver proactive insights at scale. In just 15 minutes, see how XBert helps your practice save time, retain talent, and add value—without the grunt work.

Session 2 - Day 2
App Partner Spotlight Stage 2 : 1.15pm

XBert’s groundbreaking AI-driven Bank Rec and Receipt Capture app

This live demo reveals how XBert automatically reviews, explains, and reconciles transactions across clients—eliminating hours of manual effort. It’s faster, safer, and smarter than anything you’ve seen. Don’t miss this world-first look at the future of reconciliation.

Here's a massive handful of idea's
‍on how to drive efficiency, accuracy and advisory
‍your way.

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.

How many hours do you want to save your team?

start your free trial today!

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

bill

Filter contactname containing ‘Cropster’, ‘Mailchimp’, or ‘Squarespace’, ‘Slack’, ‘Vend’ alert me if the accountname does not contain ‘subscriptions’ and if the taxrate is not ‘GST free expense’.

bill

Tell me when the transaction currency is different from the currency in the document attached in the file.

bill

Please ignore draft bills, please ignore codes that contain “cc”, if the bill has an attachment, check the total amount on the attachment and alert if the amount does not match with what has been entered in Xero.

balance sheet

Alert me when any liability account has
a debit balance at the end of 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.

Employee

Alert me when under 18 employee works more than 30 hours in a week without super calculated.

invoice

Alert me if an invoice line item is not BAS excluded, but there are unassigned tracking categories, exclude invoices with status “deleted” or “void”.

invoice

Tell me when an invoice is coded to expense category not an income category.

journal

Alert me to journals with a journal source of MANJOURNAL and
a posted date of 30th of June.

Build advisory alerts to drive revenue

start your free trial today!

profit & loss

Alert me when wages are greater than 30% of sales or revenue for any given month.

profit & loss

Let me know if a monthly profit and loss variance exceeds 35%.

work data

Tell me when a completed task has no time entered against it.

capacity

Alert me when any of my team is over 25% capacity.

tracking category

Alert me when a tracking category is different to prior bills.

Employee Pay

Let me know when total of wages for the last 12 months has exceeded 1.2 million.

balance sheet

Review the balance sheet for key insights and highlight any issues.

work data

Are there any tasks with excessive billable time relative to due date proximity.

health check

Generate a comprehensive health check summary of a clients ledger.

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, 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

estimated time

Show me tasks that have gone over estimated time by more than 20% in the last 30 days.

bills

Alert me where currency on the bill is different to the currency shown on
the attachment.

bills

Alert me when description field is missing or empty in a bill.

employee

Alert me when any employee employment status is terminated.

employee

Employee start date is greater than 10 years before today and it is their anniversary today.

Employee

Let me know any employee who has a negative leave balance.

invoice

Alert me when a sales invoice is created where the tax is $0.

invoice

Check and alert if account name includes ‘Shopify transaction fee’ and does not have ‘GST on expense’  as their TaxRate. Its okay if the tax amount is negative.

journal transaction

Let me know when Manual Journal Transaction are created to debit balance sheet related accounts and credit Profit and Loss related accounts and vice versa.

What are you waiting for...

start your free trial today!

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?

Book a Demo and one of our human success agents will reach out to discuss how XBert can deliver unlimited ROI for you.
BOOK A DEMO NOW ➝
✓ 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
Terms & Conditions

XBert ‘Prompt’ Card Game of Chance

‍XeroCon Brisbane 2025

1. Promoter
The promoter is XBert Pty Ltd (ABN 26 632 237 293), located at Shop 12/361 Harbour Dr, Coffs Harbour, NSW 2450, Australia.

2. Competition Name
XBert “Prompt Slap” Game of Chance - XeroCon Brisbane 2025.

3. Eligibility

  • Entry is open to all attendees of XeroCon Brisbane 2025 (3 - 4 September 2025), aged 18 years or over.
  • Entrants of any nationality are eligible.
  • Employees, contractors, and immediate family members of XBert Pty Ltd are not eligible to enter.

4. How to Enter
To participate, entrants must:

  • Collect a ‘Prompt’ card at the XBert stand at XeroCon Brisbane 2025 venue.
  • Present the card at the XBert stand during the conference.
  • Book a demonstration of the XBert platform at the stand.
  • Attend the booked demonstration (by 11:59pm AEST on 30 September 2025).

Only entrants who complete all steps will be eligible to select an instant win prize card.

5. Competition Period

  • Opens: 9:00am AEST on 3 September 2025.
  • Closes: 11:59pm AEST on 30 September 2025 (final date to complete booked demos).
  • Instant win prize cards will be available only at the XBert stand during XeroCon 2025 (3–4 September 2025).

6. Prize Details
The total prize pool is valued at AUD $75,000, comprising the following instant win prizes:

A. Cash Prizes (Total cash prize value: AUD $5,000)

  • 2 x AUD $1,000
  • 4 x AUD $500
  • 4 x AUD $250

B. Fast Track Prizes (Total Fast Track prize value: AUD $70,000)

  • 10 x XBert Fast-Track Packages valued at AUD $2,000 each (total AUD $20,000).
  • 50 x 50% Discount Vouchers for XBert Fast-Track Packages, each valued at AUD $1,000 (total AUD $50,000).

C. Prize Mechanics

  • Instant win prizes are determined by randomly selecting a prize card from the available pool at the XBert stand at XeroCon Brisbane 2025.
  • There are 40 prize cards available each day during XeroCon Brisbane 2025 until all have been claimed.
  • The Fast Track Packages and discount voucher value are based on the standard retail price of AUD $2,000.

D. Prize Conditions

  • Prizes are not transferable or exchangeable and cannot be redeemed for cash unless otherwise stated.
  • Discount vouchers cannot be used in conjunction with any other promotion or applied to existing purchases.
  • All prize values are in Australian dollars and based on the recommended retail price at the time of publication.
  • All prizes must be claimed by 30 September 2025.
  • Prizes are limited to one (1) prize per company/business, regardless of the number of individual entrants from that company.
  • XBert reserves the right to substitute any prize with one of equal or greater value if necessary.

‍7. Conditions of Prize Claim

  • Entrants must complete their booked demonstration by the closing date to be eligible to retain their instant win prize.
  • Winners may be required to provide proof of identity and proof of demo attendance.
  • If a prize is not claimed by 30 September 2025, it will be forfeited.

8.Privacy

Personal information collected will be handled in accordance with XBert’s Privacy Policy and the Australian Privacy Principles.

9. Governing Law

This promotion is governed by the laws of Queensland, Australia.

10. Compliance Statement

This promotion is a trade promotion lottery conducted in Queensland under the Charitable and Non-Profit Gaming Act 1999. As it is conducted to promote the goods and services of XBert Pty Ltd and is free to enter, no permit or licence is required in Queensland.

11. Additional Conditions
To participate, entrants must:

  • XBert reserves the right to modify, suspend, or cancel the competition if necessary due to unforeseen circumstances.
  • By entering, participants agree to these Terms and Conditions.
    • ‍