Moore Australia (Victoria) is part of the Moore Australia and Moore Global network, providing local knowledge backed by global reach. The firm is dedicated to continually evolving and innovating to bring fresh ideas and perspectives that make a real difference to their clients. With 25 directors and over 170 staff across offices in Melbourne, Geelong, and Launceston, Moore Australia (VIC) possesses a wealth of knowledge and expertise.
They support businesses of all sizes, not-for-profits, subsidiaries of international companies, ASX-listed companies, high-net-worth individuals, and market leaders in various sectors of Australian business.
Moore Australia (VIC/TAS) integrated XBert into their system, transforming their processes and delivering significant benefits. Bianca De Maria, Senior Manager for the bookkeeping team at Moore Australia, provides insights into their journey with XBert, the challenges they faced, and the solutions XBert provided.
Moore Australia needed a powerful tool to address several key challenges and improve their efficiency and service. The main areas they focused on included:
Keeping Client Files Organised
Maintaining tidy and accurate client files was crucial. XBert was the solution to keep all client files organised. "We know we're doing a good job when we're meeting our deadlines and files are so tidy clients find them hard to fault" explained Bianca De Maria, Senior Manager at Moore Australia.
Meeting Deadlines
Timely task completion is vital for client trust. Clients depend on Moore Australia for timely and accurate financial reporting and tax lodgements. Bianca mentioned, "Our clients value timeliness as it ensures smooth operations, minimises disruptions, and builds trust in our services."
Providing Useful Client Information
Efficient data analysis was necessary for preparing fee proposals and understanding client needs. Moore Australia needed a way to gather and analyse client data efficiently. XBert’s client analytics feature enabled Moore Australia to make informed business decisions and offer valuable insights.
Ensuring Smooth Team Transitions
With multiple team members handling various tasks, a seamless workflow system was essential.
XBert facilitated easy task transfers and visibility of team workloads.
Incorporating AI for Accuracy
XBert's AI capabilities detected critical issues such as missing ABNs and incorrect GST applications, enhancing accuracy and compliance.
Before using XBert, Moore Australia used several different tools, including Karbon, Outlook for reminders, and spreadsheets for managing tasks and pricing. This approach was inefficient and took a lot of time, so they needed a better solution. XBert provided the comprehensive tool they needed to streamline their operations and enhance their service delivery.
With XBert, Moore Australia overcame its workflow challenges and improved its accuracy with automated tasks.
We know we're doing a good job when we're meeting our deadlines and files are so tidy clients find them hard to fault"
XBert greatly improved how Moore Australia works. Here are some key ways XBert has helped:
Enhanced Task Management
XBert streamlined task management, ensuring that all client-related tasks were efficiently handled. "We use it to stay on top of all of our lodgements and any bespoke client tasks that we might have," said Bianca.
This improved service delivery and client satisfaction.
AI-Powered Insights
XBert identified important issues, providing accurate and reliable data. This not only improved service quality but also demonstrated Moore Australia's commitment to precision, strengthening client trust.
"The XBert notifications are invaluable to staff - helping them identify when ABNs aren't registered for GST or an employee has had a birthday. They're all extremely valuable." Bianca noted.
Client Analytics
XBert gives useful data about clients, which helps in making fee proposals and understanding changes over the years. Bianca explained, "I love the client analytics. I like the fact that I can look up and see the difference in financial years and I can easily talk to that when I go and do proposals for clients."
Automation and Efficiency
By automating routine checks, XBert allowed the team to focus on more critical tasks. "The auto-resolve tool is a life saver. It means the XBerts actually get actioned and takes the pressure off the team" noted Bianca. This increased efficiency and enabled Moore Australia to provide more attentive and personalised services to clients.
XBert is used in all of their processes, like payroll, tax lodgements, and reporting tasks. The ease of moving tasks between team members and using automation to reduce manual work has greatly improved their efficiency.
"The XBert notifications are invaluable to staff - helping them identify when ABNs aren't registered for GST or an employee has had a birthday. They're all extremely valuable."
Moore Australia plans to leverage custom XBerts for even greater client value. By setting up industry-specific alerts and metrics, they aim to offer proactive insights, helping clients better manage their finances.
These custom XBerts will enable Moore Australia to:
Monitor Important Financial Indicators
Keep track of key metrics like bank balances and account levels to ensure financial stability. "Whether XBert is monitoring bank balance limits or wage costs for the month, it provides oversight we couldn't possibly maintain as consistently" explained Bianca.
Provide Industry-Specific Insights
Custom XBerts helps to identify trends and metrics important to clients, offering informed advice. "We can now set-up industry specific Xberts that prompts us to have a chat with our clients." Bianca elaborated.
Strengthen Client Relationships
Offering unique, value-added services helps build stronger client relationships and sets Moore Australia apart from other firms. "I believe this will strengthen our relationship with them and enhance their perception of us, which could lead to them recommending our services to others due to the added value we provide." Bianca stated.
As Moore Australia continues to integrate XBert into their processes, they expect to see increased client satisfaction, streamlined operations, and new business opportunities. Bianca summed up their future goals, "In a perfect world, you're going to use custom XBerts to add value to all your clients and stay on top of the things which are most important to them."
The journey with XBert has just begun, and the future looks bright for even more integration and innovation at Moore Australia.
Choosing the right workflow tool with AI-powered alerts that monitor your data integrity can significantly impact your firm.
Join progressive firms adopting the latest in accounting tech - Get started with a FREE 14 day trial.
"Whether XBert is monitoring bank balance limits or wage costs for the month, it provides oversight we couldn't possibly maintain as consistently"
Start with workflow only, or connect your files and reduce that manual effort.
