XBert's XI Prompt Community is a collaborative AI prompt library built specifically for accountants and bookkeepers. Discover what progressive firms are monitoring. Share what's working for you.
XI Prompt Community
XBert's XI Prompt Community is a collaborative AI prompt library built specifically for accountants and bookkeepers. Discover what progressive firms are monitoring. Share what's working for you.
Apply the best prompts to your own clients - in seconds.
Prompts that create Agents to run an efficient and quality trusted firm.
XBert Intelligence (XI) lets you create custom AI alerts that run on live ledger data - and the XI Prompt Community is where the best of those alerts get shared. It's a knowledge network. The more firms contribute, the more powerful and trusted the library becomes for every member.
One Platform that works on all your clients no matter what ledger system.

When you apply a prompt from the library, or create your own, XBert translates it into a live agent to monitor your clients' books.
It's the difference between asking ChatGPT about a problem and having XBert catch it before it becomes one.
XI enables you to differentiate your firm from others by creating your own bespoke data quality health checks, across all your clients or individually. If you're looking to scale and retain clients, start by using the XI community to create your advantage today.
Your clients want to be advised on a regular basis so they can make smarter decisions fast. XI allows you to create alerts on what matters most to each and every one of your clients. That means you can become a proactive advisor without the effort. Growing advisory revenue has never been easier and your clients will thank and recommend you for it.
Don't continue to open every client accounting file time and time again for the same thing. It's unproductive and a timely overhead to your firm. XI will boost the net profit of your practice - how much is up to you!
XBert XI is a powerful Generative AI solution that feels like you have just added a whole new team to your Practice. It's time to level up your work management and provide exceptional service to clients. Our unique risk framework allows you to create and save alerts that forever monitor all your client data, and your team workloads - we like to call it audit-pilot.
Join the community - Be part of the future - Today!
What is the XBert Intelligence (XI) Prompt Community?
The XBert Intelligence (XI) Prompt Community is a global network of accounting and bookkeeping firms sharing the AI alert prompts they use to drive efficiency and advisory revenue. Members share, browse, and apply custom AI monitoring prompts built inside XBert Intelligence — so firms can access proven intelligence that progressive practices around the world are already running, without building from scratch. The more firms that contribute, the smarter and more comprehensive the community gets. It is collaborative AI intelligence, designed specifically for the accounting profession.
What is XBert Intelligence (XI) and how is it different from standard AI tools?
XBert Intelligence (XI) is a generative AI solution built specifically for accounting and bookkeeping workflow and client monitoring. Unlike general-purpose AI tools, XI uses a unique risk framework that lets you create and save custom alerts that permanently monitor all your client data and team workloads — what XBert calls audit-pilot. You ask XI once, and it monitors your client data every day going forward. XI is connected to live ledger data from Xero, QuickBooks Online, MYOB, and FreeAgent, making it significantly more accurate and actionable for practitioners than generic AI tools.
How does XBert Intelligence help accounting firms differentiate themselves?
XI enables firms to create bespoke data quality health checks across their entire client portfolio or for individual clients — checks that no other firm is running unless they have built them too. This creates a genuine competitive advantage: your firm surfaces insights for clients before they notice a problem, advises proactively rather than reactively, and demonstrates a level of technology capability that sets you apart from firms still relying on manual reviews. As Jack Colvin of Accounting Clouds puts it: 'When coupled with Xero and XPM, you've levelled up.' Firms using XI report consistently that it becomes indispensable to how they operate.
How does XI help accounting firms grow advisory revenue?
XI allows you to create custom alerts on what matters most to each individual client — revenue drops, wage anomalies, cash flow risks, compliance triggers — so you can become a proactive advisor without the manual effort. When XI detects a condition, it fires an alert directly into your workflow, creating the opportunity to call the client with insight before they even know there's an issue. Clients who receive proactive advice regularly are more likely to renew engagements, expand their service scope, and refer others. Growing advisory revenue has never been easier — and your clients will notice the difference.
Can XBert Intelligence help reduce practice costs and improve profitability?
Yes. XI eliminates the need to open every client accounting file repeatedly for the same recurring checks — one of the most time-consuming and unproductive overheads in any practice. Once you create an XI alert, it monitors that condition across all your clients indefinitely without further manual effort. Cath Hopson of Hands on Bookkeepers describes the impact: 'As a sole operator, having XBert is like having that ultra efficient staff member on board.' Trina Dando of Southcoast Bookkeeping adds: 'XBert minimises my staff time and on-charging expenses to my clients.' The net effect is higher output per team member and a direct improvement to practice net profit.
What kinds of prompts do firms share in the XI community?
Firms share prompts across four primary areas: client financial monitoring (alert when client revenue drops by a set percentage, when wages exceed income, when bank balance falls below a threshold), team and workflow management (review team capacity for all practice users, flag when a team member is over-allocated), data quality and compliance (alert when a suspense account is above zero at month end, check when bank reconciliation is overdue), and advisory triggers (review client data quality and write a detailed month-end meeting agenda, surface key risks before a client call). Because prompts are written in plain English and built by practitioners, the library reflects real-world practice intelligence.
How does XBert Intelligence help with client retention?
XI helps retain clients by making your service visibly and consistently proactive. When clients regularly receive early warnings about issues in their business — before they've noticed themselves — the perceived value of your service increases significantly. Renae Petersen of CloudMind Accounts notes: 'I used XBert's data health reports to show clients the value of what I do. Every one of them renewed their annual engagement.' Axel Tracey of Tracy Associates describes avoiding a major underquoting situation when XBert's health check revealed a file was three to four times more complex than initially assessed — saving the firm from locking into an unprofitable engagement.
Is XBert Intelligence suitable for sole operators as well as large practices?
Yes. XBert Intelligence scales from sole operators to multi-team practices. For sole operators, XI functions as the ultra-efficient staff member that monitors every client file simultaneously — something a single person simply cannot do manually across a growing portfolio. For larger practices, XI creates a consistent intelligence layer across the whole team, ensuring every team member — from junior to senior — has access to the same quality monitoring and custom alerts. Jolene Lutman of Centegrity, who implemented XBert to manage increasing workload, describes it as exactly what she needed for smarter digital visibility, effective processes, and easy automation.
What do XBert customers say about XBert Intelligence and the workflow tools combined?
Customer feedback on the combination of XBert Intelligence and workflow is consistently strong. Tracey Rubens, 2022 Australian Accounting Industry Awards Bookkeeper of the Year, describes the impact after implementing workflows alongside XI: 'I can't believe what a difference it has made to our efficiency. XBert has actually given me back time every day.' Karen McNamara of KBas Bookkeeping says it is 'the best piece of software we have implemented for years.' Valerie O'Neill of Frannellie replaced Karbon with XBert specifically, noting the workflow is easy to use, the XBerts are a bonus, and the analytics take it 'through the ceiling.' Pierre Dixon of Profit Hunters Accounting says XBert immediately improved both timeliness and confidence in data quality, enabling meaningful advisory discussions with clients.
How quickly can a firm get started with XBert Intelligence?
There is no setup required to run the pre-configured XBert checks — connect your client files during sign-up and monitoring begins immediately. Building custom XI prompts is equally fast: you type what you want to monitor in plain English and XBert builds the check. XBert's Fast Track onboarding programme — a supported setup session with an account manager — is available for firms who want hands-on guidance for workflow and XI configuration. Tracey Rubens describes spending five hours with the XBert team designing her practice-wide workflow and XI setup, starting to use and improve processes from day one: 'I can't speak more highly about the process and the positive effect it has had on this practice.'