Future Proof Business Intelligence for you

Know the size and complexity of your client files. Identify risk areas and gain insights.

Query issues and obtain missing information from your clients simply and efficiently.

Share interactive reports to provide valuable insights to your clients in our client consoles.

Connect files, flick a switch and instantly share valuable insights with your clients.

Identify

Intuitive Business Intelligence reporting that gives you deep insights into your client data for onboarding, billing, and advisory.

Over 30 client consolidated interactive reports. If there’s another report that can save you time you can ask us to build it for you - chances are it’s already being developed.
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Here’s an example of reports that prevent you digging through every single client file. Exportable and shareable.

XBert Business Intelligence reports to enhance your advisory.

Client Summary Metrics

For each client, provides the count of contacts, accounts, invoices, bills, employees and several other high level metrics.

GST/VAT Related Transactions for Tax Reporting

Drill into the fine detail of every key transaction that relates to BAS, per tax type for each client, by contact, transaction source and GL account.

Data Quality Quadrant

View your clients as a function of their transaction activity relative to the count and value of data quality issues.

Practice Financial Overview management

Provides an overview of all or selected clients in a single page. View for different time periods and by cash or accrual.

GET STARTED ➝

ENGAGE and advise

Enhance your advisory and request information from clients with a selection of XBert reports you can share or add to client portals.

Our data quality report is a great time saver to uncover the size and complexity, as well as what needs immediate clean up. Share it with your client for instant rockstar value, and to justify your billing.

Here is an example of reports you can share or turn on for your clients in their portal:

Active a range of reports in your client portal to advise your client.

Financial Overview

A key report that provides an overview of the business in a single interactive page.

Health and Data Quality Report

A summary of the automated data quality checks that XBert runs across your accounting data every day.

Summary of Tax Amounts by Type

Total value per month for each tax type. Useful to review as part of BAS preparation.

Client Queries

View and export the transactions that might need information from your clients to help complete their bookkeeping.

BAS Related Transactions and GST

Drill into the fine detail of every key transaction that relates to BAS, per tax type, by contact, transaction source and GL account.

And more!

Get in touch - request a report.

Connect Your Files ➝

Practice visibility across your entire client base

Identify

Know the size and complexity of your client files. Identify risk areas and gain insights.

Engage

Query issues and obtain missing information from your clients simply and efficiently.

Advise

Share interactive reports to provide valuable insights to your clients in our client consoles.

Quick

Connect files, flick a switch and instantly share valuable insights with your clients.

Intuitive Business Intelligence reporting that gives you deep insights into your client data for onboarding, billing, and advisory.

Client Summary Metrics

GST/VAT Related Transactions for Tax Reporting

Data Quality Quadrant

Practice Financial Overview management

Enhance your advisory and request information from clients with a selection of XBert reports you can share or add to client portals.

Financial Overview

Health and Data Quality Report

Summary of Tax Amounts by Type

Client Queries

BAS Related Transactions and GST

And more!

Connect your files now and receive XBert Analytics bundled in for the price of your AI Data connection.

Understand what you manage.

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Ready to get started?