Finally a product
that over delivers return on investment

FREE Trial. no credit card required.
Annual Billing
Monthly Billing

Smarter Workflow Tools

Free Bookkeeping templates to get you started.

1st User FREE

That’s free workflow tools for solo businesses wanting to save as they grow.
Additional users only
$29AUD
per User per Month
on Annual plan

All workflow features
come as part of your subscription.

Review our extensive features below.

Chat with us if you have any questions.

XBert AI Audit Automation

Value-priced based on the volume of data per file.
Plan Per Connected
Account File
Annual Plan
‍ Cost per file per month
Micro
0-100 activities per month
$7.00AUD
Small
250 activities per month
$16.00AUD
Medium
600 activities per month
$36.00AUD
Large
‍1,500 activities per month
$59.00AUD
Extra Large
‍4,000 activities per month
$89.00AUD
Enterprise
‍4,000+ activities per month
$99.00AUD

START YOUR FREE TRIAL ➝
Learn more about our volume based pricing.

For a limited time every file connected includes:

75+ XBert Algorithms
Monitor your files multiple times daily saving you hours of rework, time opening and checking client files. No charge for additional checks when added to the system.
‍
16+ BI Reports and Analytics
Grow your advisory and provide extra value to your clients with intuitive reports; including the health of the files, size, complexity and activity counts.
‍
Client Portal with every file
Engage with your clients, collect information and provide valuable insights in a White-Labelled Client Portal for every file.
‍

Smarter Workflow Tools

Free Bookkeeping templates to get you started.

1st User FREE

That’s free workflow tools for solo businesses wanting to save as they grow.
Additional users only
$34.80AUD
per User / Month
on Monthly plan

All workflow features
come as part of your subscription.

Review our extensive features below.

Chat with us any questions.

XBert AI Audit Automation

Value-priced based on the volume of data per file.
Plan Per File
Monthly Plan
‍ Cost per file/month
Micro
0-100 activities per month
$8.40AUD
Small
250 activities per month
$19.20AUD
Medium
600 activities per month
$43.20AUD
Large
‍1,500 activities per month
$70.80AUD
Extra Large
‍4,000 activities per month
$106.80AUD
Enterprise
‍4,000+ activities per month
$118.80AUD
Get Started ➝
Learn more about our volume based pricing.

For a limited time every file connected includes:

65+ XBert Algorithms
Monitor your files multiple times daily saving you hours of rework, time opening and checking client files. No charge for additional checks when added to the system.
‍
16+ BI Reports and Analytics
Grow your advisory and provide extra value to your clients with intuitive reports; including the health of the files, size, complexity and activity counts.
‍
Client Portal with every file
Engage with your clients, collect information and provide valuable insights in a White-Labelled Client Portal for every file.
‍
Pricing Shown in Australian Dollars. Pricing excludes Sales TAX
"The workflow tool that helped our firm grow by 300% every quarter!  

We tried XBert out on a Friday morning and after a couple of hours moved our entire firm across - every single client. We shelved our previous project management and practice tools. It’s flexible, powerful and genius when it comes to managing your clients."
Zander De Klerk - Director - Xeta
XBert spots the outliers

Included in your subscription - free trial includes all features

XBert AI Audit

Trust the numbers
Data is analysed and audited multiple times a day with up-to-date alerts for any issues found. Have confidence in ALL data entries – by your team, outsourced teams and connected apps.
75+ audit checks across key information
More than 65 smart algorithms trawling your data for errors and inconsistencies across ABN and GST information, invoices, billing, sales, purchases and much more – with more being added all the time.
Attachment audit and added protection
Optical Character Recognition (OCR) scans bills, invoices, receipts and other attachments in Xero to enhance our alerts. XBert also double-checks data imported from automated readers to make sure it’s right.
Xero and QuickBooks Single Sign-On
You don’t have to log in to XBert and Xero separately, to make things fast and simple, we use single sign-on (SSO).

XBert Workflows

All your work on one dashboard
Visibility at a glance. Your Work Board allows you to work on your own tasks, Team View, Client View or with advanced filters at any given time.

Free Workflow Templates
Say goodbye to whiteboards, manual checklists and spreadsheets. Use AI-driven templates, aligned with your business processes. Loaded with one click and completely customisable for the way you work, and your client types.
Capacity Management
Know who is overloaded, who's on track, and who could use more work. Flag how long tasks should take and track how much work time each user – or client file - has allocated at the click of a button.
Smart Notes Information Management
No more switching between browsers - individual Client information smart-linked to your Template Tasks for easy access, perfect for tasks like Payroll or Superannuation.
Email integration
Move away from inboxes and turn emails into tasks with XBert's smart email integration. Easily create tasks and client notes from emails that show up on your Work board ready to action.
Browser Extension
XBert Browser Extension allows you to create tasks while working on any website.

XBert Analytics

Business Intelligence Practice & Client Reports
Integrated Power BI reports give you deep insights into your practice and your client's business, at the click of a button. You'll get reports on Data Quality, Financial Overview and Activity Count to name a few.
Business Intelligence Client Reports
Integrated Power BI reports to advise your clients. Shareable with your clients via a link or PDF, you'll get reports on Data Quality, Financial Overview to name a few.

XBert Client Portal

Client Portal with every file connected
Invite your clients into XBert to share XBert alerts, assign tasks and share reports and snapshots of data into their business. Powerful, visual snapshots and charts to trigger meaningful conversations with clients and add value start your advisor journey.
Invite your client
More than 65 smart algorithms trawling your data for errors and inconsistencies across ABN and GST information, invoices, billing, sales, purchases and much more – with more being added all the time.
START YOUR FREE TRIAL ➝
'Confidence in the quality'
“In the past we reviewed all the transactions to ensure it’s all correct. And then we’d be having discussions with the client about errors in the business. Using XBert immediately improves timeliness and confidence in the quality of the data, and that allows me to go back to the client and have meaningful discussions regarding the performance of the business.”
Pierre Dixon, Managing Director - Real Time Accounting - South Africa
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