XBert

XBert

Accounting

The AI audit + workflow management kit for bookkeepers + accountants. Keeping your data clean and boosting productivity.

About us

XBert is the app built for accounting professionals wanting to streamline their app stack, discover team efficiencies and grow their practice and advisory. With 80+ unique AI Audit risk alerts built into a practice management solution, XBert eliminates the need for many time-consuming manual data checks, while giving complete confidence in the numbers. Add in our task and process automation and you’ll streamline practice workflow, have complete visibility over your practice and have access to meaningful insights and business intelligence reports, helping you uncover data for onboarding, billing and to grow your advisory service offering. Start a free trial today: www.xbert.io

Website
http://www.xbert.io
Industry
Accounting
Company size
11-50 employees
Headquarters
Made in Australia
Type
Privately Held
Founded
2017
Specialties
Bookkeeping security for all business types, Business Insights, Bookkeeping errors, Task management, Process Management, Workflow automation, Artificial intelligence, Machine Learning, Team collaboration, Xero, and Accounting software

Locations

Employees at XBert

Updates

  • View organization page for XBert, graphic

    1,078 followers

    Did you know that 55% of bookkeeping and accounting firms plan to raise their prices across all services this year? Many accountants and bookkeepers continue to undervalue their services. Join us on 22 July at 1:00 pm AEST for a session that talks about practical pricing strategies. Register to join the session: https://hubs.ly/Q02G7YwR0 Learn from XBert experts Cassandra Scott and Soraya Brown, joined by ABN Director Pete Thorp on proven approaches to adjust your pricing effectively and to understand market trends. Let’s fix your pricing so you can start earning more. Register now!

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  • View organization page for XBert, graphic

    1,078 followers

    "We won’t have another year end like that again...” Leveraging XBert Intelligence can turn your year-end process into a smoother and more profitable experience. Do you want to get the full insights of our EoFY session? You’re in luck, the session is now available ON DEMAND: https://hubs.ly/Q02G86Nj0 Look back and listen to the full discussion on how XBert Intelligence can set your pace for the new financial year. Plus, learn more about XI and its ability to help you stay on top of things: https://hubs.ly/Q02G88_B0

  • View organization page for XBert, graphic

    1,078 followers

    Let your clients know that their employees are exceeding accrued leave thresholds – without even looking. Set up Custom XBerts to monitor your employees' leave balances and get real-time alerts. Just ask “Yo XBert, let me know if any employees have more than 152 hours with a leave type containing annual leave.” It’s that simple. Learn more about how XI can help you be in control: https://hubs.ly/Q02G7pZN0 If you’re looking for a beyond proactive Bookkeeping team then reach out to TINA MELI at Forte In Numbers

  • View organization page for XBert, graphic

    1,078 followers

    55% of firms intend to increase their service fees in the 2025 financial year. As we launch into a new financial year, it’s an opportunity to get on the front foot with pricing. Whatever your pricing strategy, many accountants and bookkeepers continue to undervalue their services. Our latest blog discusses four key things for a successful business: Pricing, Process, Productivity, and Profit. Read the blog: https://hubs.ly/Q02DQrHG0 Let’s fix your pricing problems so you can work smarter and make more money.

    The Importance of Valuing Your Hourly Rate

    The Importance of Valuing Your Hourly Rate

    xbert.io

  • View organization page for XBert, graphic

    1,078 followers

    Is profitability a key focus for your firm in FY25? Growing your accounting practice can mean a few things, what it doesn’t need to mean is hiring more people. XBert Intelligence (XI) is designed specifically for accountants and bookkeepers to help achieve more with the team you already have. Join us on 3 July 2024 at 12:00 PM AEST and hear from Cam Anderson from XBert, Inbal Rodnay from inbal.com.au, and Brendan Lucas from Next Dimension Accounting as they discuss how XI can streamline your operations and help you find new revenue opportunities. Register here: https://hubs.ly/Q02DF_-B0 Book your place today, and ask us how XBert can work for you.

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  • View organization page for XBert, graphic

    1,078 followers

    Start the new year on the right foot by letting XBert Intelligence (XI) make it easier! Join us on 3 July 2024 at 12:00 PM AEST for a session on How Accountants Can Increase Profits With XBert Intelligence. Register here: https://hubs.ly/Q02Dw3Ng0 Hear from industry experts and discover how XBert Intelligence can help you overcome your biggest challenges and unlock new revenue streams using AI. Don't miss out on this session. See you then!

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  • View organization page for XBert, graphic

    1,078 followers

    Tired of managing all your clients to ensure suspense accounts have been cleared? XBert Intelligence (XI) can automate this task and help you stay in control effortlessly. Simply say: “Yo XBert, let me know when any clients’ suspense account has a balance greater than zero after the end of the month.” With XI, you are alerted to issues early, ensuring your clients’ accounts are accurate and up-to-date. Learn more about how XI can help you serve clients better: https://hubs.ly/Q02DlBRN0

  • View organization page for XBert, graphic

    1,078 followers

    Only 5 days left until the financial year ends! Let XBert Intelligence (XI) help you get through this crucial week with ease. We have a webinar session tomorrow, 24 June at 1:00 PM AEST in partnership with ABN, “Using XBert Intelligence to Get Through EoFY and Beyond.” Witness a live demo showcasing how XBert Intelligence can streamline your year-end process for greater efficiency and profitability. Register here: https://hubs.ly/Q02Czr0F0 Let’s discover the features of XBert Intelligence that can help you improve your bookkeeping workflow. See you in the session.

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