XBert and FreeAgent Announces AI Driven Integration

XBert and FreeAgent Announce Integration to Enhance Efficiency and Data Quality for Accountants and Bookkeepers

XBert, an AI-powered data and workflow automation platform for accounting professionals, has announced a product integration with FreeAgent, a leading provider of cloud-based accounting software. This collaboration aims to streamline operations for accountants and bookkeepers by combining workflow optimization, risk detection, and enhanced financial accuracy in a unified solution.

The integration enables seamless synchronization of client data across both platforms, fostering improved collaboration and proactive financial record management. By leveraging XBert’s AI auditing tools, users can identify data inconsistencies, compliance risks, and cash flow challenges while automating routine tasks to increase operational efficiency.

Integration Benefits at a Glance

• Automatic Data Sync: Continuous import of client data from FreeAgent into XBert for real-time data health checks and insights.

• AI-Driven Risk Detection: Advanced algorithms identify overdue invoices, compliance risks, and financial anomalies, empowering users to act quickly.

• Automated Workflow: Simplifies recurring tasks, prioritizes activities, and tracks progress, enabling focus on higher-value work.

• Seamless Collaboration: Facilitates transparent communication between accountants and their clients through actionable financial insights.

Driving Innovation and Value in the Accounting Industry

The partnership reflects a shared commitment to equipping accountants and bookkeepers with tools that reduce manual work and enhance client services.

“XBert is focused on creating innovative solutions that save time and improve the quality of work for accounting professionals,” said Troy Brown, Co-Founder of XBert. “This integration with FreeAgent enhances the ability of bookkeepers and accountants to provide accurate, timely financial advice while minimizing administrative workload.”

FreeAgent’s leadership echoed this sentiment.

“This integration with XBert reinforces our dedication to expanding our practice ecosystem and delivering value to accounting and bookkeeping partners,” said Stewart Hurd, Chief Sales Officer of FreeAgent. “AI continues to be at the heart of our product strategy, and this collaboration exemplifies our focus on streamlining workflows for small businesses and practices alike.”

Availability and Free Trial

The XBert-FreeAgent integration is now live. Both platforms are offering a free trial for new users interested in exploring the benefits of this partnership.

About XBert

XBert is an AI-powered audit and workflow management platform designed to support accountants and bookkeepers. Its advanced tools detect financial anomalies, automate processes, and enhance workflow efficiency, enabling professionals to deliver exceptional service to clients.

About FreeAgent

FreeAgent is an award-winning cloud accounting software that simplifies financial management for freelancers, accountants, and bookkeepers. With its user-friendly interface, the platform helps professionals handle everyday financial tasks with ease and precision.