CONNECT’s AI-driven system of financial risk alerts (called XBerts) and range of features ensure you don’t waste time performing manual bookkeeping checks and audits that take hours each day. Instead, you'll manage workload by exception, i.e. knowing when there's an issue and fixing it easily within Xero. XBert's data warehouse of business information, including the Australian Business Register, monitors any changes or discrepancies such as a change to a supplier's GST status or cancelled business registration. At a glance, your Process Status dashboard gives oversight of your workflow and any outstanding tasks and risk alerts. XBert risk alerts and tasks use process tags, allowing customisation so you can work the way you want. With tagging, you can group items, e.g. Urgent or BAS. Make AI work for you, take back control of process flows, move your practice into the future and safeguard your clients.
XBert 's automation creates efficiencies, streamline your workflow and saves you time. You can grow your business as you help others do the same. There’s no additional charge for XBert CONNECT, pay per organisation you add on a tiered scale. No matter the size of your practice, we’re here whenever you need us and will devote the time to make sure you get the most out of XBert. If you have larger practice, or are expanding, we have several options to meet your requirements and maximise the value you receive from your XBert subscription. Your dedicated Account Manager will be in touch regularly to assist you and answer any questions you have. We want XBert CONNECT to be the best tool for you to achieve success. To learn more about our Step Ahead onboarding partner program, a unique program tailored to your practice, please email us at email@example.com
Ask about our discounted onboarding program for advisors
For bookkeeping, accounting and advisory practices looking to increase efficiencies so they can spend more time helping clients, we’re offering a discounted onboarding program. Our unique Step Ahead Partner Program is an engagement model where we help implement XBert specifically for your practice and client base.
Email us to find out more.
If you are at the Enterprise Level,
please contact us so we can tailor XBert and the CONNECT portal to you. We’ll work together to build custom XBert risk alerts for your practice and develop features that meet the needs of your practice, your team, and your clients.
There is no charge for an XBert CONNECT portal.
Pay per organisation added. When you add an organisation, choose whether you or the client will pay for the organisation's subscription.
It's easy to set up an organisation's subscription payment.
When adding an organisation to CONNECT, you choose whether the subscription will be paid by you or the client.
Here’s an example summary
|No. XBERT TYPE||
9 x BOOKKEEPING RISK
5 x BILL RISK
7 x SUPPLIER RISK
3 x INVOICE RISK
2 x CASHFLOW RISK
2 x FRAUD RISK
1 x TAX RISK
1 x LEAVE RISK
0 x EXPENSE RISK
0 x PAYROLL RISK
0 x INDUSTRY UPDATE
Approximate risk value $7,421
If these 30 XBerts saved you a conservative average of 15 minutes,
$ per hour,
your business has saved back an additional $ worth of time.
Since launch in April 2019, our XBerts have detected…