XBert Workflow Automation
XBert is an intuitive Workflow Management Suite for bookkeepers and accountants that keeps you and your team focused, efficient and productive.
Coupled with AI data quality automation -
you'll be doing less work in no time.
Now you have found a tool to keep your books tidy, and protects your clients bottom line it’s time to get your workflow integrated into one of the smartest tools in every progressive bookkeepers app stack.
XBert is the one system to manage your internal processes, team, clients, their data quality and their reports. Simply a smarter way to work.
Automate all your recurring processes with customisable workflow templates, complete with multi-scheduling for different client types.
Create scheduled tasks to remind clients of required information, share ad-hoc tasks, and collaborate on XBert alerts all in each of your client's individual portal.
An example is finding an issue created in a client file made by your client or your staff.
Use our browser extension to create a task right there and then, instruct how things should be done, or ask why something was done, assign it, and it will appear on your team and client dashboard with a link straight back to the issue.
Sign up and watch our easy start videos now.