XBert is your trusty sidekick, tirelessly checking the data for errors and helping you manage workflow easily. More than 60 AI-driven checks are performed on your books daily, alerting you to errors, potential issues and risks. Easily resolve XBert risk alerts with intuitive workflows that also allow you to manage your team and collaborate with clients.
XBert is your trusty sidekick, tirelessly checking the data for errors and helping you manage workflow easily.
No more finding sneaky errors, like duplicate invoices or incorrect tax status, right on lodgement deadline (if they’re found at all). XBert’s AI audit risk alerts detect errors, inconsistencies and behavioural patterns in the data, removing the need for mundane manual checks, reducing rework and helping you provide better advice to your clients.
Say goodbye to complicated spreadsheets and checklists as long as your arm - take your practice to another level by integrating XBert’s workflow management tools. These will help you streamline and automate your processes, give you visibility across your entire practice workflow and allow for simple collaboration with your team and clients. Keep you and your team focused, efficient and productive by:
Use XBert as a portal to engage with your clients, collect information and provide valuable insights including:
Interactive reports and client console allow you to add more value, while uncovering insights for onboarding clients, billing and so much more.