Xbert

Sleep better knowing you’re not missing a thing, with more than 76 AI audit risk alerts checking the data and alerting you to errors, inconsistencies, and behavioural patterns, as they arise. Couple this with XBert’s intuitive workflow management tools and BI reports and you’ll be the most productive you’ve ever been.

• Integrates with Xero, Xero Practice Manager, QuickBooks Online and MYOB
• 76+ AI Audit checks
• Free Workflow Templates, with client scheduling to help you streamline workflow
• Work on your own Work board, Team View, Client View or with custom filters
• Estimated Time on tasks to help manage team capacity
• Over 16 Practice & Client BI Reports to understand the size and complexity of client files your firm manages; as well as aide in your advisory work.
• Client portal for every connected file to share XBert alerts, tasks and reports.
• Smart Notes, AI email forwarding to tasks and many more features.