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.
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.
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