XBert Hero
XBert is an AI-powered practice management software for bookkeepers, business owners, practice managers and auditors

About this App

AI-Powered Practice Management that safeguards and empowers bookkeeping and accounting teams, super-charging efficiency and precision.

One of a kind practice management system with AI-powered alerts that monitor your data integrity and team performance to get more done.

80* algorithms scan and audit your business data around the clock looking for errors.Turn hours wasted on manual checks and rework, into hours of profitable work.Error free data = healthier business.


Automate your firm processes to drive your team’s efficiency to amazing new heights. Manage your team’s work with slick, multi-client template automation.Plan your teams target capacity and be alerted on over capacity and un-billed work.


Have all your reports together in one place, to make practice management a breeze.Understand the size and complexity of your client files, review your workflow and manage your team’s capacity – all in one place.Onboarding, billing, advisory and managing your team has never been simpler – thanks to our quality checked interactive reports.


Share data-cleansed reports and business insights with your clients. Assign and collaborate with your clients on risk and compliance. Make it easier to request answers and information from clients.

Cost (from)


Free Practice Subscription


14 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 

Resources by XBert

Visit XBert

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

Sign up to our newsletter - don't miss out on all the good stuff.

Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.


Your App Stack

Your stack is currently empty...

Start building



Select up to 4 Apps to compare to choose the ideal App:

View ComparisonRemove all

Connect with us

  • Facebook logo
  • Twitter logo
  • LinkedIn logo
  • YouTube logo