XBert Hero



AI Audit integrated with workflow management, saving bookkeepers and accountants hours!


Work to best practice and increase your bottom line with XBert: the AI Audit and Practice management tool built for bookkeepers.

Sleep better knowing you’re not missing a thing, with more than 65 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.

  • Works with Xero, QuickBooks Online and MYOB

  • 65+ 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.

About this app

Cost (from)


Free Practice Subscription
30 day free trial, fully functional, no credit/debit card required
Partner Program
We offer a Step Ahead program, where we provide workshops to set up your task and process automation and understand your goals for success.
Support Channels
  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form
Mobile Platforms
  • Android
    android icon
  • iOS
    ios icon
Accounting Platforms
Geographies Served
  • Australia
  • Canada
  • New Zealand
  • South Africa
  • United Kingdom
  • USA

App features per category

Practice Management

  • Communications

    • Assign email to team

    • Assign email to work

    • Client tasks/requests

    • Job notes

    • Job timeline

    • Notify team members

  • Companies House

    • Add company 

    • Add people 

      • Main contact

  • Contacts

    • Client groups 

    • Types 

  • Documents

    • Client portal 

    • Storage

  • Reporting

  • Time

  • Work and Work Templates

    • Overview filters 

    • Statutory deadlines

    • Work sections 

    • Work status'

    • Work subtasks

    • Work tasks

    • Work templates

Reporting and Dashboards

  • Alerts 

  • Analysis

    • Comparatives

    • Non financial KPIs

    • Ratios

    • Variances

  • Consolidation

    • Multi-currency

    • P&L

  • Reports

    • Brand 

    • Custom 

    • Customise pre built template 

    • Download 

    • Graphs 

    • Pre built templates 

    • Share online with client 

Some details on this page are subject to change. If you see something wrong please contact us here.

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