XBert

XBert is your trusty sidekick, tirelessly checking the data for errors and helping you manage workflow easily. 

• Sleep better at night knowing XBert is auditing the data and alerting you to errors and inconsistencies as they arise.
• Work to best practice and increase your bottom line.
• Collaborate easily with your clients and provide the best advice with smart insights.

No more finding sneaky errors, like duplicate invoices or incorrect tax status, right on lodgement deadline (if they’re found at all). XBert’s AI audit risk alerts detect errors, inconsistencies and behavioural patterns in the data, removing the need for mundane manual checks, reducing rework and helping you provide better advice to your clients. 

Say goodbye to complicated spreadsheets and checklists as long as your arm - take your practice to another level by integrating XBert’s workflow management tools. These will help you streamline and automate your processes, give you visibility across your entire practice workflow and allow for simple collaboration with your team and clients. Keep you and your team focused, efficient and productive by:

• creating tasks from XBert AI Audit Alerts, prioritise and set deadlines to resolve them
• enabling you to streamline your workflows and work to best practice
• facilitating collaboration amongst your team and with your clients

Use XBert as a portal to engage with your clients, collect information and provide valuable insights including:

• Knowing the size and complexity of your client files.

• Query issues and obtain missing information from your clients
• Share reports to provide valuable insights
  

Interactive reports and client console allow you to add more value, while uncovering insights for onboarding clients, billing and so much more.