Our CONNECT portal has a range of features to ensure you can efficiently manage your practice and know your client’s finances are on track.
XBert’s CONNECT portal dashboard summarises the critical information for each client, including the current risk amount, weekly cash, unreconciled, and year-to-date Profit. You can prioritise workflow and resolve the most urgent risks first.
XBert risk alerts and tasks use process tags, allowing customisation and greater control over how you work. With tagging, you can group items, e.g. Urgent or GST. At a glance, you see the outstanding XBerts and tasks for each client in the columns and can click through for more detail.
XBert will streamline your workflow and save you time, and that means your business can grow as you help others do the same.
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 to be the best tool for you to achieve success, and our Enablement Workshops cover everything about using XBert for your practice. Success Specialists will review your use of XBert, identify patterns, address any issues, and provide guidance to help you reach your goals faster. Our Industry Collaboration program aims to develop industry-specific risk alerts and solve unique problems that will further reduce risk and improve efficiencies for you.
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…