How AI Can Transform Your Bookkeeping Firm

'Blown away with the difference it's made'

“I have been a user of XBert's data quality capabilities for a quite a while but had been nervous about making the leap to implement the workflow side. But I bit the bullet and booked in for the XBert Fast Track and spent 5 hours with the wonderful Jesse learning, designing and testing our new workflows. The training was interactive, relevant and pure gold! ... helped me to design our practice wide workflow system in the first session and we started using, testing and improving the processes from day 1. I can't believe what a difference it has made to our efficiency. XBert has actually given me back time every day to complete other tasks on my wish-list. I can't speak more highly about the process and the positive effect it's had on this practice.”

Tracey Rubens, Appy Books - In December 2022, Tracey was crowned the Bookkeeper of the Year in the Australian Accounting Industry Awards.

'Best software implemented in years'

Love working with the team XBert, they are so responsive. The program is great too! Tidier, more compliant files. Task management integration with XPM has completely changed the way we manage workflow and the team has all given it the thumbs up. As the practice manager, the analytics have given me insights that I was previously unable to access. Best piece of software we have implemented for years.

Karen McNamara, KBas Bookkeeping

'Confidence in the quality of the data'

“In the past we reviewed all the transactions to ensure it’s all correct. And then we’d be having discussions with the client about errors in the business. Using XBert immediately improves timeliness and confidence in the quality of the data, and that allows me to go back to the client and have meaningful discussions regarding the performance of the business.”

Pierre Dixon, Managing Director, Profit Hunters Accounting

'Exceptional support meets AI innovation'

After exploring various project management tools, I finally landed on Xbert and it has been a game-changer. What sets this software apart is not just its intuitive design and AI-driven features that streamline our workflows but the unparalleled support we've received. From the initial setup to ongoing queries, their customer service team has been incredibly responsive and knowledgeable, ensuring a smooth transition and efficient use of the software. It's rare to find a tool that not only meets our complex project management needs but also provides such outstanding support. Highly recommended for any team looking to elevate their AI and project management game!

Stacey Nielsen - CFO Financial Leader, Book Metrics

'Time to level up'

XBert is a phenomenal product, when coupled with Xero and XPM, you've levelled up. The team are fantastic and supportive with the onboarding process. New features are being released all the time. From compliance and automated data checking, to scheduling and practice management, XBert has you covered.

Jack Colvin, Accounting Clouds

'Best software implemented in years'

I love this app! I've replaced Karbon with XBert - the work flows are easy to follow and use, the XBerts themselves are such a bonus! and the analytics take it through the ceiling. The best part - Soraya. She is so helpful - knowledgeable, accessible support is key to being able to use the app quickly and productively. Thanks XBert!

Valerie O'Neill, Frannellie

'... makes task management a breeze!'

“As a sole operator, having XBert is like having that ultra efficient staff member on board. The XBerts themselves are incredible with the specificity and ability to resolve issues from the dashboard. But for me, the biggest timesaver of all is the Task Management. I have tried other products in the past but often got overwhelmed with then sheer number of steps needed to create new ad hoc tasks. With XBert, on the fly tasks take seconds. With help and assistance when I need it from Soraya and the rest of the XBert team, I can't recommend this app enough.”

Cath Hopson, Hands on Bookkeepers

'We would be lost without XBert.'

"Love working with the team XBert, they are so responsive. The program is great too! Tidier, more compliant files. Task management integration with XPM has completely changed the way we manage workflow and the team has all given it the thumbs up. As the practice manager, the analytics have given me insights that I was previously unable to access. Best piece of software we have implemented for years."

Simone Rosengren, Pod Business

'Like an additional team member'

"XBert is like having an additional team member checking out our work! Love how it picks up things I wouldn't have thought to look for. My favourite thing about it is that it monitors the ABN connected to transactions vs the ABN register - making sure that GST is claimed only when the supplier is registered."

Zhar Althea Marie Dizon

'Couldn't live without it!'

"One of the best apps we use for our bookkeeping practice, integrates beautifully with Xero and is invaluable for our files, especially for files with payroll. Their new auto resolve function is a game changer, no more going back and forth between the files and XBert, any issues can be resolved with the touch of a button!"

Karen Andrews, Vivides

'... excellent Auditing of client files!'

"XBert not only provides excellent auditing of client Xero files but also is an excellent workflow management system for accounting practices. It is very easy to set up template tasks for recurring work as well as incorporating process instructions in the subtasks. Their chrome extension makes it easy to send specific queries to clients or for clients to send us queries."

Liam McNamara, Project Alfred

'AI takes the fear out of the unknown...'

"I was highly impressed with the AI in XBert and the ability to pick up on ABN issues, missing employee details and GST coding, to name a few. The workflow templates can be customised to suit your business and I like the various status levels which can be assigned to tasks. At a glance, I can see exactly where my staff and I are at with our work. I would recommend this product to anyone wanting to grow their business as the AI takes the fear out of the unknown factors in a client's file"

Sumi Sivalingam, First Class Accounts

'...so many great features!'

"We've been using XBert for about a year. It has so many great features - we particularly love how it helps us manage TPARs. The constant ABN checking (valid ABN and who it belongs to, it can even read the ABN on the source attachment in xero) helps us 'streamline' the end of year process. The XBert team is super responsive, welcomes feedback and is constantly building new and improved features."

Nicole Lynch, Streamline Management

'...helps me avoid quoting mistakes.'

"...paid it itself many times over in 48 hours. After connecting a new file for a prospective client I have just avoided a major underquoting situation by letting XBert perform a Health Check on the Xero file prior to me quoting. In short, based on the discovery call I had with the client my initial analysis was to charge $x, but after running the Data Quality check on the file I now see that quote would have been a disaster I'd locked myself into! I can now see that I shouldn't take on this extra work unless I charge closer to $3x or $4x. So big thank you XBert, I'm becoming a better business thanks to you guys, and clients have better expectations from the start, too."

Axel Tracey, Tracy Associates

'...like having an additional staff member.'

"XBert is like having an additional staff member to check our work. As my practice grows it gets more difficult to double-check every transaction for every client. Seeing all of my clients on my Connect Dashboard allows me to focus on the risks for each client. We have worked XBert into our workflow ... to make checks or adjustments on the fly and ensure subcontractors and supplier details are accurate before the invoices get processed. Taxable Payment reporting should be a breeze next year."

Michele Grisdale, Rainforest Bookkeeping

'...saves me alot of time.'

"I love it! I use it to manage my bookkeeping business teams' tasks each day. It's great that you can link a task directly to a Xero entry and resolve it. XBert is so easy-to-use and helps us get things done quickly. Also, seeing how much tax I would be up for alerted me to do some tax planning before the end of the financial year. Troy and his team have even built features that I have requested. XBert saves me a lot of time and picks up things I would not have thought to look for. It's a very smart product!"

Pam Butcher, Admintechniqs

'...minimises my staff time...'

"We initially used XBert to audit client accounts, clean up the mess and their mistakes, then update client records. Now we're diving into XBert's service, task and process management tools and the collaboration tools, so we know the status of our clients' finances and our work at any time. XBert is a great teacher for staff and clients about bookkeeping best practice and compliance, and what all those numbers actually mean. XBert minimises my staff's time and on-charging expenses to my clients. I aim to grow my business and XBert will enable this, giving me the time to take the steps needed."

Trina Dando, Southcoast Bookkeeping

'...take my business to the next level...'

"In wanting to take my business to the next level, I realised I needed smarter digital visibility of managing Centegrity’s increasing workload and client management. As a business analyst, I'm passionate about efficiencies, effective processes and easy automation for clients and myself. XBert is exactly what I was looking for to meet these needs."

Jolene Lutman, Centegrity

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