XBert Analytics

Reporting tools to help you give better advice

XBert is the portal to engage with your clients, collect information and provide valuable insights:

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

Advise

Share interactive reports to provide valuable insights to your clients

Increase value with XBert’s Client Console and interactive reports

Our White-labelled client console allows you to easily collaborate with your clients, while uncovering insights for onboarding clients, advisory, billing and so much more.

XBert Client Console

The portal to engage with your clients and grow your advisory services

Business health

Get deep insights into the health of your client files.

Client information

Securely store your client documents in one place, with easy access at any time.

Streamline communication

Assign tasks, communicate and collaborate with your client in one place, leaving a neat audit trail.

Shared insights & reports

Grow your advisory and open meaningful conversations with your clients.

Easily collaborate with your clients by starting a 30 day free trial

XBert Intuitive Reporting

Helping you gain deep insights into your client data for onboarding, billing, advisory and so much more

data quality reports

Data quality

Get deep insights into the health of your client files.

Activity Counts

Fixed-fee billing is a breeze with one-click access to the activity on your client files at any given time.

Size & Complexity

Easy access to the size and complexity of your client files at any given time.

Engage with your clients and give better advice

Sign up for a 30 Day Free Trial

Here’s how accountants, bookkeepers and auditorsare using XBert’s Client Console & Reports