XBert, the future leading AI-powered software for bookkeeping and accounting teams, announces the release of XBert Intelligence (XI) – a new generative AI engine specifically designed to meet the unique needs of accountants and bookkeepers at scale.
XI acts like a super-smart, experienced member of your team, ready to tackle the unique challenges of the accounting world with powerful, easy-to-use tools.
"XBert Intelligence is like having an expert who's worked in accounting for decades," says Aaron Wittman, Co-Founder and CTO of XBert. "It understands the challenges accountants and bookkeepers face and provides practical, powerful tools to address them at scale. Finally, you can use AI to reduce the hours it takes to look across your clients at scale, help you retain clients and grow revenue by being proactive with no effort."
The first major feature powered by XI is Custom XBerts. This tool allows accountants to set up customised alerts based on their clients’ ledger and transactional data. Moving from reacting to problems to anticipating them, Custom XBerts provides timely, personalised alerts about opportunities and risks. "With Custom XBerts, you can give your clients the advice they need exactly when they need it" adds Wittman.
Custom XBerts lets you choose what kind of financial activities you want to keep an eye on, like decreases in client revenue, and large expenditure changes so you can have more advisory meetings immediately.
What you wanted to be alerted on to drive efficiencies is now in your hands. Early adopters are asking to be alerted on whether client super and pension payments are made, when teams are not completing reconciliation on time or when transaction activity increases so you can increase fees.
Just tell XI what you want to achieve, and XI creates the Custom XBert for you. You get alerts that help you take care of your clients proactively, turning you from an accountant into a trusted advisor who’s always one step ahead.
To learn more about XBert and sign up, book a demo here or register for their launch webinar here. XBert offers a free trial and 5-star onboarding support for new users.
