The smarter way to
POWER THROUGH
your bookkeeping

xbert - client view xbert - process status unrecorded

AI Audit with Process and task automation
saving bookkeepers and accountants hours!

Take control of your clients’ files in minutes and have two years of data at your fingertips. Using sophisticated algorithms, predictive analytics and machine learning technology, XBert detects patterns, anomalies and errors, ensuring accurate data for smarter decisions and advice.

APPS THAT SHOULD BE
ON YOUR RADAR: PART 1

Aus Industry

Supported by

Finnies 2020 Finalist
xero connected app

Xero Awards
Finalists 2019

Join the likes of these innovative top tier firms and practices of the future.

Bentleys JaquillardMinns centegrity hopscotch BYO Group Admin Techniqs Infinesse Moore Stephens proactive South Coast Bookkeeping

Rainforest Bookkeeping

XBert's changed my business

XBert's changed my business. What you think is a clean set of books isn't until you have XBert. XBert eliminates the non-billable time I used to waste, and I know I'm providing the cleanest set of books. Seeing all of my clients on my XBERT CONNECT dashboards allows me to focus on the risks for each client. The Process Status dashboard is my take-anywhere whiteboard for practice management, and I ...

Michele Grisdale - Director

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XBert CONNECT for innovative practices

There is a smarter way to manage your workload and your data’s accuracy.

Kick-start your day here

Kick-start your day here

XBert Connect Portal

Become the practice of the future

Say goodbye to manual bookkeeping checks and wasteful tasks and streamline your entire workflow. It’s time for smarter business.

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Hourly audits and
XBerts for accurate data

Data is analysed and audited hourly with up-to-date alerts for any issues found. Have confidence in ALL data entries - by your team, outsourced teams and connected apps.

All your clients, processes and
tasks on one dashboard

Visibility at a glance. Map XBerts and tasks to the customised processes you set up in XBert then track and manage workflows easily.

Accurate insights for
better decisions and advice

Powerful, visual snapshots and charts to trigger meaningful conversations with clients and add value.

Collaboration tools to work
smarter with team and clients

No more annoying back and forth.
Invite your team and clients, keep the discussion in one place, assign XBerts and tasks, set deadlines and know when you’re on top of it all.

Take control of your inbox
and client relationships

Move away from inboxes and into XBert’s integrated system of work management. Create tasks from emails, track discussion and link with leading CRM HubSpot for complete oversight and nurturing of client relationships.

Real-time notifications
while you work

Activity feeds, Team Chat and notifications tell you when you’re assigned an item or mentioned in a comment. The Xero browser extensions cross-check entries and give real-time notifications for any issues.

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.

Align your Template tasks
to our pre-set processes

Transform inefficient workflows, whiteboards, manual checklists and spreadsheets into AI-driven templates and deliver exceptional service to clients.

Smarter Analytics
& Risk Report

Combine the power of XBert’s data with the world’s leading business intelligence platform PowerBI, to provide risk reports to your clients.

Xero 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).

Accessible anywhere,
anytime

XBert is web-based, so you can work on any enabled device whether you’re at the office, at home or on the road.

Security

We take data security very seriously. If you have questions or want to learn more, email us at security@xbert.io

AI Audit - Less manual checks - Time for more clients

Intelligent expert
business alerts.

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XBerts

XBert does the hard work for you. Automated risk detection and auditing of your data will identify anomalies, errors, unusual activity, potential duplicates, and patterns in customer payment behaviour. XBert notifies you of any GST and ABN discrepancies or cancelled business risks and so much more...

XBert does the hard work for you. Automated risk detection and auditing of your data will identify anomalies, patterns and possible errors. XBert notifies you of any GST and ABN discrepancies or cancelled business risks and so much more...

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XBerts

GST RISK - $1500

Today

XBert last viewed user profile picture

Tim - Assigned Sally

20 minutes ago

Bill Raised with Supplier not Registered for GST

A bill has been raised for $1500 with supplier ACME Industrial. It includes GST for $136.36 However, this business does not appear to be registered for GST.

DETAILS

RESOLVE

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Tim

Assigned to

Sally

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Reduce the time spent on BAS COMPLIANCE with GST and ABN XBerts

We’ll tell you if a contact record needs checking and make it easy for you. Businesses can change their GST registration at any time; our alerts help reduce the risk of non-compliance and save you money.

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Reduce the time spent on BAS COMPLIANCE with GST and ABN XBerts

Reduce the time spent on BAS COMPLIANCE with GST and ABN XBerts

We’ll tell you if a contact record needs checking and make it easy for you. Businesses can change their GST registration at any time; our alerts help reduce the risk of non-compliance and save you money.

Want to save time and have XBert keep an eye out while you work?

Get alerted to risks, see any related risks,
and create tasks while you work in Xero!

Get alerted to risks,
see any related risks,
and create tasks
while you work in Xero!

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Browser
Extension

Take productivity to the next level and use XBert's browser extension to get up-to-date alerts in Xero. As you move around and review entries, XBert alerts are cross-checked, and you'll know straight away if there's a problem. You can also view, manage and create tasks as you go. Work faster and more effectively without leaving Xero.

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Browser
Extension

XBert Chrome Extension Screenshot XBert Chrome Extension Screenshot

Swipe left

Take productivity to the next level and use XBert's browser extension to get up-to-date alerts in Xero. As you review entries, XBert alerts are cross-checked. Resolve risks, and view, manage and create tasks as you go.

Smarter data means smarter insights for the business

The up-to-date visibility you always wanted, on-the-go and at any time.

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Snapshots

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Charts

XBert's Snapshots and Charts for advisors and business owners are easy-to-understand and empower them to make the right decisions and succeed. Driven by the latest advancements in data science and machine learning, your records are more accurate and up-to-date. Use these smart insights to discuss business health and trends and add meaningful value.

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Snapshots

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Charts

XBert Snapshots XBert Charts

XBert's Snapshots and Charts for advisors and business owners are easy-to-understand and empower them to make the right decisions and succeed. Use these smart insights to discuss business health and trends and add meaningful value.

Finally, business owner and advisor collaboration tools to close the gap

Turn XBerts into tasks, create and
assign tasks to your team, advisors or clients.

Manage and improve workflow and keep track of discussion in one place. Your daily email summary shows the current risk amount and XBert risk types. Assign XBerts to yourself, a team member or practice client. Resolve XBerts easily using direct links to the Xero entry or ABR record. Create and assign tasks, set a due date or make them recurring. File away resolved XBerts and completed tasks.

Manage workflow and keep track of discussion in one place. Assign XBerts and resolve them easily using direct links to Xero or ABR records. Create and assign tasks, set a due date or make them recurring. File away resolved XBerts and completed tasks.

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Task Tools

Xbert Task Tool

XBERT TASK

Urgent

Unpaid Income with a Cancelled Business

Business Bayside Club has an ABN (11000111000) that has been cancelled or does not exist on the Australian Business Register. You have unpaid invoices with this business. The total of the unpaid amount(s) is $16,500 Review records and chase any money due.

DETAILS

RESOLVE

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Micheal

Assigned to

Sally

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TASK

Today

Ask Simone for expense receipts to finalise the BAS

Hi Simone, it’s that time again can you please check for any outstanding expenses we need to add to the books so we can finalise GST calculations for your business BAS please. Any questions just add your comments to this ticket.

DETAILS

RESOLVE

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David

Assigned to

Simone

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XBERT TASK

OVERDUE Yesterday

XBert last viewed user profile picture

David - Assigned Simone

20 minutes ago

Missing Supplier payment

There are normally 3 payments per quarter for Barry Real Estate, coded to Rent, however, this quarter only 2 payments have been made.
Supply and enter 3rd invoice / receipt to claim within this BAS period.

DETAILS

RESOLVE

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David

Assigned to

Simone

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TASK

Due Today

XBert last viewed user profile picture

David - Assigned Sally

20 minutes ago

Quarterly financial statements

Sally, can you prep these as soon as you can.
I need to take to the bank as I am looking to purchase more equipment and they will ask for the latest numbers.

DETAILS

RESOLVE

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David

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Sally

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Xbert quarterly financial statements Xbert missing supplier payment
Xbert tasks
Xbert unpaid income Xbert ask for expense receipts to finalise BAS

Stay a step ahead in business.
Some things are impossible to find,
use advancements in data science and AI
and let XBert do it for you.

Help us perfect XBert.
Tell us the features and XBerts you want.

Stay a step ahead in business.
Some things are impossible to find,
use advancements in data science and AI
and let XBert do it for you.

Help us perfect XBert.
Tell us the features and XBerts you want.