Diane McCaffrey
BYO Group

We love perfect and XBert helps us do things faster and know it’s right!

XBert is vital to our integrity portfolio to deliver a high standard of service and create meaningful value for clients.

They say you can’t improve on perfection, but when Diane McCaffrey met XBert, that’s exactly what happened. Diane and her team from bookkeeping practice BYO Group love perfect. Since implementing XBert, they’ve freed up hours each day and have more confidence in the data. The time previously spent manually checking “walls of data” is now used for advisory.

A business can only be as good as the data they’re using. Accurate and up-to-date information is crucial, and data integrity is the bedrock for BYO Group.

With XBert’s AI-powered bookkeeping process automation and audits surfacing issues, Diane and her team know they can rely on the quality of the data and insights. The value and efficiencies gained from XBert mean the solution is now included on all proposals sent to clients.

What was needed?

At any time, any BYO team member needs to know the status of the work and be able to step in and take over with no service interruption for clients.

Every client is assigned an account manager who personally oversees all client work, can spot problems and assess the impact, interpret the data and provide advice. As the data custodians, account managers are ultimately responsible for the accuracy of what’s sent to clients and the relationships.

Account managers need to check thousands of transactions in files and review reports. Audits and data checks are an inescapable part of their role, but it’s time-consuming manual work.

When the COVID-19 economic crisis hit, like other bookkeepers and accountants, BYO Group experienced a flood of enquiries and pleas from stressed and worried clients faced with forced closures, plunging revenues and changing operations. As governments announced assistance and stimulus packages for business, clients needed help navigating eligibility and implementing schemes. Workloads for the BYO team jumped, but it didn’t mean any existing or standard work disappeared.

XBert has been a blessing during busy periods. If we were bogged down in data, we wouldn’t have been able to stay updated on changing legislation and implement the JobKeeper scheme for eligible clients.

Our account managers are the data custodians. They used to manually check thousands of transactions in files and run their eyes over ‘bumpy reports’ to ensure accuracy. Now, XBert gets there first, triggers meaningful conversations and gives us more time with clients to add value.

What XBert does for BYO Group

Diane signed up to XBert CONNECT for advisors. After syncing several Xero files, in minutes, Diane was blown away with how quickly XBert found inconsistencies - particularly for GST, ABN and business registrations - and how easily she could save clients money. Straight away, the value of XBert was clear.

XBert monitors business information databases like the Australian Business Register (ABR). You’re alerted to changes or discrepancies of the Goods and Services Tax (GST) status, Australian Business Number (ABN), business name or business registration of contacts in Xero. Otherwise, these checks can take hours depending on the number of clients and suppliers.

The account managers at BYO Group open XBert every morning. Previously, they’d have to manually check thousands of transactions in files across many clients and review reports to ensure accuracy and correct account coding.

Now, XBert’s hourly AI data audits and analysis perform checks in the background, spotting issues and inconsistencies for account managers to investigate.

They know the data is right, the health of their client’s business and work queue status at any time.

These checks safeguard clients by ensuring they only pay suppliers or contractors GST when they should, meet compliance obligations and trade with legally registered businesses

Having accurate, up-to-date insights helps identify areas to discuss with clients. There’s more time for advisory and more confidence in the advice.
Diane McCaffrey

The future of BYO Group + XBert

BYO Group is passionate about their clients’ success and their role in making it happen. XBert saves hours, allowing the team to be more proactive and better service clients. The AI auditing and process automation streamline their workflows, provide accurate insights and enhance what they do.

All new client proposals include XBert and specify the value and efficiency savings the solution delivers. Diane is expanding XBert across her client-base, which will lead to even higher productivity gains and value-adding for clients.

Diane is one of XBert’s most eager consultants and regularly contributes feedback. She’s been working with the data science and development teams on some upcoming alerts so that XBert continues to be an amazing add-on helping bookkeepers, accountants and business owners work together and succeed.

Diane no longer has to intensively check the work of her team or review data at a granular level. She’s moved away from oversight and dedicates time to growing her practice with confidence.

Get started with smarter efficiency

Start with workflow only, or connect your files and reduce that manual effort.

Get Started ➝
✓ Free Trial
✓ 5 Star Onboarding Support

Get updates on XBerts best content

Sign up for new blogs, news, and feature releases.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.