Working together

Allowing businesses and bookkeeping teams to collaborate and solve data-driven alerts of potential financial risks to the business

Using sophisticated algorithms and machine learning technology, XBert integrates seamlessly with your QuickBooks Online Cloud Accounting Software to analyse human bookkeeping entries and patterns in your business data. Safeguard your books with this easy-to-use app that works on any device – and know your business’ financial status in a snap.

How XBert + QuickBooks Online helps

Business Owner & Managers

Integrates with QuickBooks Online software linked to your bank accounts, billing and invoicing.

Eliminates issues associated with human error in entries and detects potential losses, risks and anomalies.

Collaborate with your finance team to track requests, responses and resolutions.

Have complete visibility of QuickBooks Online balances with real-time snapshots, detailing cashflow, trends and more.

Saves you time and money so you can focus on growing your business.

Gives you peace of mind knowing that your books are accurate, up-to-date, and you’re a step ahead in business.

Bookkeepers & Accountants

Integrates with your QuickBooks Online software. XBert updates whenever QuickBooks Online does to help you stay on top of your workflow.

Eliminates the chance of human error in entries and alerts you to potential losses and patterns in client finances.

Collaborate with clients and your team. Track client requests and create and manage tasks for your team.

Saves you and your client time and money freeing you to think about the big picture and add value for your client.

Real-time snapshots give clients complete visibility over their QuickBooks Online balances, putting the monitoring of finances in their hands.

About QuickBooks Online

See which projects make money and which ones are costing you with job costing.

Track expenses across all your different accounts.

Create professional invoices for free and get paid twice as fast.

Organise and manage bills online, so you always pay on time.

Know what’s in stock and what’s on order all in real time.

All of your bank and credit card transactions automatically sync to QuickBooks Online Accounting to help you seamlessly track income and expenses.

Organisation made easy means less stress—and less work—at tax time. Snap and store receipts and track mileage from our mobile app to maximize deductions and stay compliant.

Tag things as you work to track events, projects, locations, and anything that matters. Run custom reports based on your tags for an instant view of insights that matter most to you.

Syncing XBert to your QuickBooks data allows you to be alerted to patterns, anomalies, and bookkeeping risks before you know the risks exist.

Connect XBert to QuickBooks Online

Integrating XBert with QuickBooks Onlineis fast and easy.

Our XBerts automatically sync with your accounting package multiple times a day, allowing you to have the accurate, up-to-date data you always wanted.

Open the XBert app for the first time and you’ll be sent to the QuickBooks Online log in screen and prompted to integrate your QuickBooks Online account. When using XBert, any alerts you receive must be fixed within QuickBooks Online. Once the underlying issue is fixed, the XBert will show as resolved after the next data sync, and then you can file that XBert away. XBert only reads your QuickBooks Online data and can’t make any changes, i.e. the syncing is one-way. We only store the data needed to provide you with the relevant XBert notifications, and this data is stored in an encrypted database.
*If you have QuickBooks Online disconnected files in XBert, simply connect the files to the existing tenant file in XBert
XBert connects with these key QuickBooks Online entities: Journals, Users, ProfitLoss, Invoices, Bank Transactions, Bank Statements. Accounts, Organisations, Credit Notes, Bank Transfers, Payments, Payroll if applicable and Contacts.
Our XBerts automatically sync with your accounting package multiple times a day, allowing you to have the accurate, up-to-date data you always wanted

Some things are impossible to find, stay a step ahead in business and let XBert do it for you.

Connect XBert to QuickBooks Online today, because you and your bookkeeper are only human after all.