Before XBert, the team were relying on spreadsheets to track and monitor specific tasks within their client portfolio. While Excel had been a long-standing tool, it became inefficient as the client portfolio grew and more data had to be managed.
The firm chose XBert to address these pain points. XBert’s AI-powered platform replaced the need for manual Excel tracking and introduced more automated processes for task monitoring, time tracking, and reporting across multiple client portfolios within the treasury services team.
XBert’s AI capabilities helped automate creating tasks and ensured that the team had real-time visibility into their client deliverables.
AI-Powered Custom XBerts
XBert’s AI-driven alerts helped the team automate the monitoring of key deliverables across multiple clients and multiple QBOs, replacing their previous manual task tracking in Excel. The automated XBerts allowed the team to stay on top of and prioritise specific activities without the burden of manually checking every set of Quickbooks.
A game-changer has been utilising XBert’s alert framework to auto-generate new tasks to reconcile new bank accounts as bank feeds are added to the client QuickBooks.
Advanced Reporting & Data Extraction from QBO
The team also leveraged XBert’s ability to pull comprehensive data from QuickBooks Online (QBO) for reporting and billing purposes across multiple Quickbooks instances. The team could apply various filters to gain deeper insights and improve their analysis.
"The reporting feature, which enables us to extract data from the entire QBO database, has been crucial for our billing and data analysis needs. The capability to extract a substantial volume of data from QBO and apply various filters based on user and function has proven to be really beneficial." — Head of Treasury Services
Time Logging and Capacity Tracking
XBert’s capacity feature allowed the team to track how much time was being spent on specific tasks within the team. This data was instrumental in setting up budgets for tasks and enhancing the team’s understanding of their capacity.
Customisable Workflows and Automated Task Creation
XBert's flexible settings enabled the team to create customised workflows and set up automated task creation triggered by email, streamlining the tracking of incoming requests.
The AI capabilities have proven invaluable in generating automated custom XBerts, which assist us in monitoring work and client deliverables across our client portfolio. This allows us to eliminate the use of Excel spreadsheets that had traditionally been employed to monitor various tasks and data in a single location.
After implementing XBert, the firm experienced a range of improvements in their operations:
The settings area is highly adaptable, providing us with complete flexibility to incorporate processes and statuses, thereby enabling us to tailor the platform to meet the team's specific workflow needs
XBert has transformed the way the team manages their workflows, enabling themto move from manual processes in Excel to an automated, AI-powered platform. With its easy-to-use features and customisable settings, XBert has not only improved task management and reporting but also helped the the team gain better insights into their capacity and workload.
Choosing the right workflow tool with AI-powered alerts that monitor your data integrity can significantly impact your firm.
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