XBert
AI Audit integrated with workflow management, saving bookkeepers and accountants hours!
Overview
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
£N/A
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- 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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