XBert

XBert Hero
XBert is an AI-powered practice management software for bookkeepers, business owners, practice managers and auditors

About this App

AI-Powered Practice Management that safeguards and empowers bookkeeping and accounting teams, super-charging efficiency and precision.

One of a kind practice management system with AI-powered alerts that monitor your data integrity and team performance to get more done.

80* algorithms scan and audit your business data around the clock looking for errors.Turn hours wasted on manual checks and rework, into hours of profitable work.Error free data = healthier business.

XBERT WORKFLOW AUTOMATION

Automate your firm processes to drive your team’s efficiency to amazing new heights. Manage your team’s work with slick, multi-client template automation.Plan your teams target capacity and be alerted on over capacity and un-billed work.

XBERT ANALYTICS

Have all your reports together in one place, to make practice management a breeze.Understand the size and complexity of your client files, review your workflow and manage your team’s capacity – all in one place.Onboarding, billing, advisory and managing your team has never been simpler – thanks to our quality checked interactive reports.

CLIENT PORTAL

Share data-cleansed reports and business insights with your clients. Assign and collaborate with your clients on risk and compliance. Make it easier to request answers and information from clients.

Cost (from)

£5/month

Free Practice Subscription

Trial

14 day free trial, fully functional, no credit/debit card required

Partner Program

We offer a Step Ahead program, where we provide workshops to set up your task and process automation and understand your goals for success.

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms

Integrations

    N/A

Geographies Served

  • Australia

  • Canada

  • New Zealand

  • South Africa

  • United Kingdom

  • USA

App features per category

Practice Management

  • Communications

    • Assign email to team

    • Assign email to work

    • Client tasks/requests

    • Job notes

    • Job timeline

    • Notify team members

  • Companies House

    • Add company 

    • Add people 

      • Main contact

  • Contacts

    • Client groups 

    • Types 

  • Documents

    • Client portal 

    • Storage

  • Reporting

  • Time

  • Work and Work Templates

    • Overview filters 

    • Statutory deadlines

    • Work sections 

    • Work status'

    • Work subtasks

    • Work tasks

    • Work templates

Reporting and Dashboards

  • Alerts 

  • Analysis

    • Comparatives

    • Non financial KPIs

    • Ratios

    • Variances

  • Consolidation

    • Multi-currency

    • P&L

  • Reports

    • Brand 

    • Custom 

    • Customise pre built template 

    • Download 

    • Graphs 

    • Pre built templates 

    • Share online with client 

Resources by XBert

Visit XBert

Some details on this page are subject to change. If you see something wrong please contact us here.

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