XI Prompt Community

What are the best Bookkeeping and Accounting Firms
Monitoring Right Now?

Bank Feed Line Any transactions that are not reconciled and are older than five days. Bill Alert me to any bill that is not AUD and has GST > 0 on the invoice. Balance Sheet Alert me when the account named suspense is > 0. Profit and Loss Detect expense accounts that have a 10% variance month on month. Journal Transaction Let me know any Journals of type Manual posted on the 30th of June. Employee Pay Identify employees who have been terminated within the past 30 days. Bank Account Transaction Tell me which transactions don't have attachments. Tracking Category Alert me when a tracking category is different to prior bills. Employee Let me know any employee who has a negative leave balance. Bank Account Create an alert if a bank account's current balance drops below $3000. Invoice Invoice is overdue by 6 months and has not been voided or deleted. Contact Alert me when a contact does not have an ABN. Bank Account Alert me when there have been no transactions for more than a week. Profit and Loss Alert me when wages are greater than 30% of sales for any given month. Bill Let me know when the total on the bill is not the same as the attachment. Bank Feed Line Alert me when any transactions are not reconciled and are older than 60 days.

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.

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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.

Find Ideas for
Data Alerts, Pro-active Advisory, Team Capacity, Data Health and more.

"In a perfect world, you're going to use custom XBerts to add value to all your clients and stay on top of the things which are most important to them."

Bianca De Maria, Moore Australia
Bianca De Maria
Moore
XBert Global Prompt Community - Custom XBerts
XBert Intelligence Community
XBert Global Prompt Community - Practice and Team Prompts
XBert Global Prompt Community - Practice and Team Prompts
XBert Global Prompt Community - Client Ledger Prompts
XBert Global Prompt Community - Client Ledger Prompts

The XI Difference

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.

XBert Global AI Prompt Community for accountants and bookkeepers — share what's working
Differentiate your firm

Use our library to build your competitive AI tech advantage.

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.

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Increase Revenue

Find a proactive data alert to offer immediate advisory.

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.

Signup and connect files is all it takes and XBert will run multi-day audits on your files.
Lower Costs

Look for prompts that find what your clients haven't provided.

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!

Signup and connect files is all it takes and XBert will run multi-day audits on your files.
like a new team member

Click a prompt, customise it, and we'll monitor all your client data, every day.

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.

Signup and connect files is all it takes and XBert will run multi-day audits on your files.

Share What's Working.
     Learn What's Winning.

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Got Questions?
We have answers.

What is the XBert Intelligence (XI) Prompt Community?

What is XBert Intelligence (XI) and how is it different from standard AI tools?

How does XBert Intelligence help accounting firms differentiate themselves?

How does XI help accounting firms grow advisory revenue?

Can XBert Intelligence help reduce practice costs and improve profitability?

What kinds of prompts do firms share in the XI community?

How does XBert Intelligence help with client retention?

Is XBert Intelligence suitable for sole operators as well as large practices?

What do XBert customers say about XBert Intelligence and the workflow tools combined?

How quickly can a firm get started with XBert Intelligence?