Product Description:
XBert’s future quality tech provides accountants and bookkeepers AI audit and workflow management tools that keep the data clean and compliant, drives efficiencies, reduces review and rework effort to enable firms to become more profitable without the need to increase staff.
XBert and MYOB work together allowing businesses and bookkeeping teams to collaborate and solve data-driven risk alerts to the business such as errors, anomalies, and patterns.
With 70+ unique risk algorithms monitoring your data daily, XBert eliminates the need for many time-consuming manual data checks and reduces manual tasks for bookkeepers, while giving complete confidence in the numbers – say goodbye to rework.
NEW Auto-resolve features allow you to fix errors without opening your clients' files – magic!
XBert’s practice management solutions are designed to streamline your whole workflow process so you can do as much as possible, within one system. Our task and process automation streamlines practice workflow, giving you complete visibility over your practice at any given time. Business insights, analytics and BI reports help you understand the behaviour of your clients, uncovering insights for onboarding, billing and growing your advisory service offering.
XBert can help you:
Improve data quality and ensure your team and clients are compliant.
Reduce manual tasks and the need for rework.
Streamline workflow and standardise your processes.
Manage work easily across many accounts.
Bi Reports allow you to finally understand the size and complexity of files under management and have full visibility over client and teams work capacity.
Grow your advisory service offering and collaborate with your clients in our client consoles.