Brisca is a forward-thinking outsourced accounting and bookkeeping provider serving SMEs, Bookkeepers and Accountants across Australia and New Zealand. Founded in 2015, the company has grown to employ approximately 100 staff members across all of its offices. Brisca offers clients a reliable, scalable service. Their service solves key industry issues such as limited capacity, inconsistent service quality, and lack of timely insights. With a model that blends onshore leadership with offshore execution, and underpinned by technology, Brisca ensures consistent, high-quality outcomes for clients.
The decision to adopt XBert stemmed from Brisca's need to scale operations without compromising quality. As early adopters of cloud-based tools, they recognised the limitations of relying solely on staff to uphold consistency, especially in high-turnover roles.
A trusted partner’s positive experience with XBert prompted Brisca to explore how the platform could underpin growth while improving service stability and efficiency.
In this study, we sat down with Sumith Dissanayake, Co-founder and CEO of Brisca, who uses XBert daily in their organisation.
Before integrating XBert, Brisca faced challenges linked to scaling their bookkeeping services while maintaining consistent delivery and communication.
As Brisca grew, relying on staff to uphold data accuracy became unsustainable. Staff turnover introduced risk and inconsistency, and clients expected reliable, accurate reporting at all times.
"Clients are buying peace of mind, not just bookkeeping. We needed a way to guarantee that, even when staff changed."
Brisca’s review and quality control functions relied heavily on senior staff, limiting scalability and placing strain on internal resources.
"It’s hard to retain quality controllers. They're senior, experienced, and they don’t want to do the same checks daily."
New clients often arrived with messy or outdated books, requiring Brisca to devote significant time to cleanups before transitioning to ongoing support.
"Some clients came to us with two years of backlog. You need judgement, time, and structure to fix that properly."
As an outsourced provider, Brisca faced an internal and external perception that automation tools like XBert could replace rather than support offshore teams. This created tension around the relevance of their model in a tech-forward environment.
"Other outsourcing firms couldn’t see how automation fit, they thought it replaced them. We saw it as a way to evolve."
In 2024, Brisca implemented XBert to overcome these challenges.
The platform was rolled out in phases, beginning with initial data audits to identify issues in client files. Over time, Brisca embedded XBert across workflows to manage ongoing tasks, streamline communication, and automate quality checks.
"We didn't implement everything at once. We phased it in, starting with audit tools. Now it runs throughout our process."
XBert's data quality features helped Brisca reduce manual errors and ensure consistency across all client accounts. The system flags anomalies, enabling teams to correct them before they escalate.
"Even if a mistake happens, if it's consistent, XBert makes it easy to fix. That’s the real time-saver."
By automating many of the tasks typically handled by senior reviewers, XBert freed up Brisca’s experienced team members to focus on process improvement and client management.
"XBert doesn’t have a mood. It delivers consistent checks every time. That’s something humans can’t do."
XBert allowed Brisca to build structured workflows for onboarding and rescue jobs. With clear task visibility and alerts, they handled client backlogs more effectively.
"We used to run cleanups tightly onshore. Now with XBert, we can run them faster and with fewer errors."
Instead of resisting automation, Brisca redefined their model around delivering premium service outcomes through a combination of people and technology. XBert became an enabler, empowering junior offshore staff with clearer prompts and freeing senior team members to deliver more value.
"We adopted XBert because we knew quality control couldn’t rely on individuals alone. We needed a system that scaled with us."
The adoption of XBert brought about significant improvements in Brisca’s service delivery, capacity, and client trust.
With XBert monitoring data quality in real time, Brisca saw a significant drop in errors and manual corrections, enhancing client trust.
"Clients don’t want to think about bookkeeping. They want to know it’s right, always. XBert helps us guarantee that."
Automation allowed Brisca to reduce reliance on reviewers and take on more clients without sacrificing service quality.
"We removed the bottleneck. Our junior team can now deliver more work because the system has their back."
XBert’s tools enabled Brisca to deliver reports earlier, improve communication, and personalise services to client preferences.
"We aim to finish BAS reports three weeks early. XBert makes that possible, and clients love it."
Sumith Dissanayake highlighted the transformative impact of XBert on their delivery quality, capacity, and ability to scale without compromising client satisfaction.
"The biggest change is consistency. Our clients know what to expect, and our team can deliver it every time."
Brisca plans to continue evolving its systems with XBert, adopting upcoming features like receipt capture and auto bank reconciliation. These tools will allow them to further streamline data entry and give their team more time to focus on more value-added work and business growth.
XBert enabled Brisca to grow sustainably, maintain consistent service quality, and deliver faster, smarter results to clients.
By automating core functions and supporting a scalable operating model, XBert has become a key component of Brisca’s success.
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