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XBert alerts you to risks before you know the risks exist!
XBert is a low-cost and easy-to-use approved Xero add-on that identifies patterns and automates the detection of anomalies and errors in your cloud accounting data. XBert does all the hard work for you and helps you stay a step ahead.
You could save hours not having to do mundane and wasteful tasks. You’ll get real-time risk alerts that will help you safeguard the books and your clients’ businesses.
Using sophisticated algorithms, predictive analytics and machine learning, XBert analyses your data hourly. XBert will find things that are time-consuming to find and resolve, or that even highly trained eyes may miss or not think to look for.
XBert monitors the ABR and provides alerts for GST status and ABN discrepancies. You’ll know when a business is charging GST and shouldn’t be, if the ABN quoted doesn’t match the registered business name, or if the business registration has been cancelled.
XBert detects unusual activity, data entry and coding errors, and anomalies based on past patterns. XBert also monitors invoice payment behaviour, alerts you to risks that may affect cash flow and identifies potential duplicate contact records, invoices and bills.
Our XBert CONNECT portal is perfect for managing multiple organisations within XBert from the one dashboard.
Setting up an XBert CONNECT account is quick and easy. Sign up, and sync your first Xero file, as you add more, the organisations appear on your CONNECT dashboard. You’ll see the critical information such as the at-risk unreconciled and weekly earn and burn rate amounts and YTD Profit for each organisation.
There are also collaboration tools such as task creation, XBert and task assigning, team chat, notifications, and email and Xero Note integration. With XBert, you can efficiently manage your clients’ risk, streamline bookkeeping processes, improve your productivity and workflow, and have greater collaboration with your team and clients.
Real-time snapshots give an accurate picture of your clients’ financial health.
XBert is the accounting software add-on that helps you be even better, assists with compliance and lets you understand patterns so you can create meaningful value for your clients.
Special discount for ICB members.
In return for the discount, we hope you provide us with valuable feedback and suggestions as we shape the future XBert. We want to make XBert the best tool and solution for bookkeepers, accountants and business owners to work together, resolve risk and save time and money.
Sign up, sync your Xero data and in just a few minutes XBert will have analysed your data and you’ll know the potential dollars at risk and what those risks are.
XBert currently only offers Xero integration with Australian tax rates. MYOB and Quickbooks are coming soon.