Practice Solutions
‘Game changer’ - Greg Mallam - Moore Australia
XBert’s smart workflow management tools will help you streamline and automate your processes, and give you visibility across your entire practice workflow.
Easily collaborate with your team and clients, manage your team’s workload and know what needs to be done, by who and when, in just a few clicks.
• Ensure nothing gets missed.
• Obtain visibility over the accuracy of your team.
• Ensure out sourced services are providing quality data entry.
• Find client errors first and Up skill your clients.
No more finding sneaky errors, like duplicate invoices or incorrect tax status, right on lodgement deadline (if they’re found at all).
XBert’s AI audit risk alerts detect errors, potential fraud, inconsistencies and behavioural patterns in the data, removing the need for mundane manual checks, reducing rework and helping you provide better advice to your clients.
Now you can have over 15 consolidated client reports at your finger tips. Interactive BI reports including client activities, data quality, financial overview, BAS related transactions and more.
XBert analytics also provides a range of reports to help your clients make the smartest decisions knowing the data is accurate and any outstanding data quality issues or anomalies can be addressed together before it’s too late.
If you would like to get started with Data Quality only, all you need to do is simply sign up for a free trial, connect your Xero, MYOB or QuickBooks accounts and XBert will immediately begin analysing your data. You’ll be notified as soon as we’ve found anything, with simple instructions on how to resolve any issues.
Start saving time now with Auto resolve or use deep links into you clients books to address issues smartly. Invite your clients into their client portal to request information and assign risk issues to them before they become bigger business headaches.
If you would like to get started with Workflow automation only, all you need to do is choose workflow only when you sign up for a free trial.
Load our pre-built best practice templates, modify them if you like, and simply add recurring schedules to suit your teams capacity.
Getting started is super simple with XBert, however if your are time poor we offer various levels of onboarding for small, large and enterprise clients.
Start with workflow only, or connect your files and reduce that manual effort.
