Client Portal
XBert has the portal to engage with your clients, collect information and provide valuable insights.
Clients will be forever grateful when you find issues
that could cost them their business - and you’ll be
grateful for the time (and sanity) saved if you’re
inheriting ‘less than professional’ books.
XBerts alert business to patterns and anomalies so finance teams can add additional value to finance meetings without the digging. Potential in-bound or in-house fraud, unusual payments or activity found early can prevent a business heading quickly in the wrong direction.
These are a few examples of how you can instantly add value by sharing with business owners.
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:
An example is finding an issue created in a client file made by your client or your staff.
Use our browser extension to create a task right there and then, instruct how things should be done, or ask why something was done, assign it, and it will appear on your team and client dashboard with a link straight back to the issue.
Share XBert alerts with your clients to help them make smarter decisions.
