As her bookkeeping firm continued to grow, Amy O'Connor encountered a common challenge in the industry: managing an increasing workload efficiently while maintaining the high standards her clients had come to expect. Initially relying on Excel spreadsheets and manual processes, Amy quickly realised the limitations of these tools as her business expanded. This realisation led her to seek a more effective solution, which she found in XBert—a platform that has fundamentally transformed the way her firm operates through the power of automation and AI.
“... with XBert, it’s working smarter, not harder. Your ultimate goal in life is to be able to have a business model where you are working on the business and not in the business. XBert is your brain—everything that’s in your head is in XBert if done correctly.”
With her firm taking on more clients, Amy found that the manual processes she relied on were becoming increasingly inefficient. Excel spreadsheets, once sufficient for tracking workflow and compliance tasks, were now proving cumbersome and time-consuming. Additionally, onboarding new staff was becoming a significant challenge, requiring substantial time and effort to ensure they were up to speed with the firm’s processes.
Reflecting on her situation, Amy said,
“For me, being organised is an absolute. But I needed something more than an Excel spreadsheet—I needed a system that could grow with us.”
Amy understood that to continue expanding her business, she needed to find a solution that could streamline operations and reduce the manual burden on her team.
“For me, being organised is an absolute. But I needed something more than an Excel spreadsheet—I needed a system that could grow with us.”
Amy discovered XBert at a crucial time for her business. The platform offered the automation and AI-driven insights she needed to streamline operations, improve accuracy, and scale her business effectively.
Amy recalls her first encounter with the platform:
“It was almost fortuitous how it all came into alignment just as I needed it. XBert wasn’t just about managing tasks—it was about automating processes, ensuring compliance, and allowing us to focus on growth.”
She often refers to XBert as one of the "Three X's" of her bookkeeping toolkit, alongside Xero and XPM. This trio forms the backbone of her firm's operations, providing seamless integration and comprehensive management of all client work.
XBert provided several key capabilities that were instrumental in transforming Amy’s firm:
Seamless Integration: XBert integrated smoothly with Xero and XPM, creating a cohesive workflow that was both efficient and easy to manage. “With XBert, Xero, and XPM working together, it feels like everything just clicks into place. It’s like having a complete toolkit for running my business smoothly,” Amy remarked.
“With XBert, Xero, and XPM working together, it feels like everything just clicks into place. It’s like having a complete toolkit for running my business smoothly”
The implementation of XBert had a profound impact on Amy’s firm. The automation capabilities allowed her to scale operations without increasing her workload or compromising on quality. Her team could now handle more clients and complex tasks with confidence, knowing that XBert was managing the compliance and accuracy behind the scenes.
Amy highlighted the transformative effect, saying, “The automations allow us to create a step in our business that can be systemised and given to somebody else to do. It’s like creating a McDonald's theory for bookkeeping—you do one thing, and you can get lots of people to do it.”
Furthermore, the time and resources saved by automating routine tasks enabled Amy to invest in growing her business. She was able to onboard new staff more effectively, ensuring that they could quickly become productive members of the team.
“I'm probably working harder than I ever have in my whole life,” Amy reflected, “But now, with XBert, it’s working smarter, not harder.”
Amy’s experience with XBert demonstrates the power of automation and AI in transforming a bookkeeping practice. By streamlining operations, improving compliance, and allowing for scalable growth, XBert has become an integral part of her business’s success.
Amy’s advice to other bookkeeping firms is clear: “Your ultimate goal in life is to be able to have a business model where you are working on the business and not in the business. XBert is your brain—everything that’s in your head is in XBert if done correctly.”
This case study highlights how XBert not only addressed the challenges faced by Amy’s firm but also empowered it to achieve new levels of efficiency and growth. For bookkeeping firms looking to scale while maintaining quality and compliance, XBert offers a compelling solution.
In preparation for the webinar start your free trial of XBert today and experience the benefits of automation and AI-driven insights for yourself. Sign up for a free trial and see how XBert can transform your business.
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