Grunt Work on AI Auto-Pilot

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

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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.

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.

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.

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.

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.

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.

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

Grunt Work on AI Auto-Pilot

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

Visit stand E+9‍and attend our spotlight sessions

Session 1 - Day 1App Partner Spotlight Stage 2 : 3.20pm‍AI 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 2App Partner Spotlight Stage 2 : 1.15pmXBert’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

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?

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

Smarter workflow and analytics features
will help you...

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