XBert

XBert is an AI-powered practice management system offered by XBert Pty Ltd. According to the vendor, the product is designed to safeguard and empower bookkeeping and accounting teams, enhancing efficiency and precision. It provides various features such as AI data quality automation, workflow automation, analytics, and a client portal. XBert is suitable for small, medium, and large businesses, and is utilized by bookkeepers, accountants, auditors, practice managers, and business owners across various industries.

Key Features

AI Data Quality: According to the vendor, XBert uses AI audit algorithms to scan and audit business data for errors and inconsistencies. It continuously monitors data integrity and identifies potential risks, aiming to save time on manual checks and reduce rework. This feature is intended to provide higher-quality data for more accurate reporting and decision-making.

Workflow Automation: The vendor claims that XBert automates firm processes to drive team efficiency. It allows for multi-client template automation and capacity planning, alerts on overcapacity and un-billed work, and aims to simplify and expedite daily workflow processes.

Analytics: XBert provides business intelligence reports, according to the vendor, to gain insights into client data and team capacity. It is said to help with onboarding, billing, and advisory services, consolidating interactive reports in one place for easy access and aiming to enable better practice management and decision-making.

Client Portal: The vendor states that XBert's client portal allows for collaboration and communication with clients. It facilitates the sharing of data-cleansed reports and business insights, assigns and tracks risks and compliance tasks with clients, and aims to make it easy to request answers and information from clients.

Integrations: According to the vendor, XBert seamlessly integrates with popular accounting software like Xero, QuickBooks, and MYOB. It syncs files on sign-up without requiring additional setup and provides deep links into accounting files for easy access and issue resolution. This integration is intended to streamline workflow and data management processes.

XBerts for Tax, GST, or VAT: The vendor claims that XBert performs tax registration checks to ensure compliance, alerts on wrongly paid or unclaimed GST/VAT, monitors attachments on bills and invoices for accuracy, and identifies unpaid income associated with cancelled businesses.

XBerts for Banking and Payroll: According to the vendor, XBert alerts on contact bank account inconsistencies to prevent fraud, reminds of superannuation liabilities and missing employee tax details, tracks changes in contact bank account details for security, and monitors missing attachments for expense claims and payroll.

XBerts for Bookkeeping Data Quality: XBert is said to check for inconsistent coding and tax references, alert on missing details and attachments, identify duplicate entries and attachment anomalies, and help maintain data accuracy and integrity.

XBerts to Help Business Decisions: According to the vendor, XBert alerts on payment anomalies and potential fraud, flags paying GST or VAT when it shouldn't be paid, notifies of late payments and potential business closures, and aims to help prevent inaccurate reporting and incomplete coding.