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XBert Intelligence

Stand: E15(Floor plan)
AI, analytics & business intelligence
Tax & compliance technology
Accounting automation & practice management
https://XBert.io

About us

XBert. AI Work Intelligence for bookkeepers and accountants.

Create unlimited efficiencies with XBert Intelligence. Futurise your firm knowing you're not missing a thing, and your team's efficiency and accuracy are as good as they can be.

Set up alerts that monitor all your clients' ledger data, or sit back and let XBert's built-in checks work their magic every day to cut review and rework. Our AI works tirelessly, checking the data and flagging errors, inconsistencies, behavioural patterns and the insights that matter to your clients, so you can grow your advisory revenue.

Couple that with XBert's intuitive workflow management tools, built for the way you work, and you'll be the most productive you've ever been.

XBert connects directly to Xero, QuickBooks and FreeAgent, so every client sits in one place, no matter which ledger they're on.

What XBert does for your firm

Know the data is accurate and cut your manual work. AI Audit risk alerts trawl your client data multiple times a day, flagging issues, inconsistencies and errors as they arise.

Streamline and standardise your processes. Pre-loaded processes help you get started fast. Templates and client scheduling let you customise workflow and automate task creation.

Get full visibility over workload. Manage your work and your team's in one simple dashboard. Work in Client View or Team View, assign priority tasks and collaborate with your team, all in one spot.

Collaborate with clients. The client console lets you message clients, assign tasks and request information, leaving a clean trail of correspondence for compliance.

Grow your advisory. Analytics and integrated business intelligence reports show you the health of your client's business, so you can quote new work accurately and know when to raise your fees.

Manage your team's capacity. Add estimated time to template tasks and see exactly what your team can take on.

XBert is easy to use and quick to set up. In minutes you can be up and running with two years of data at your fingertips, plus the visibility over workflow status, team workload and advisory clients you always wanted. Access XBert on any enabled device, anytime, anywhere.

Start your free trial or book a demo and see it on your own client data.