XBert

XBert

Accounting

The AI audit + workflow management kit for bookkeepers + accountants. Keeping your data clean and boosting productivity.

About us

XBert is the app built for accounting professionals wanting to streamline their app stack, discover team efficiencies and grow their practice and advisory. With 80+ unique AI Audit risk alerts built into a practice management solution, XBert eliminates the need for many time-consuming manual data checks, while giving complete confidence in the numbers. Add in our task and process automation and you’ll streamline practice workflow, have complete visibility over your practice and have access to meaningful insights and business intelligence reports, helping you uncover data for onboarding, billing and to grow your advisory service offering. Start a free trial today: www.xbert.io

Industry
Accounting
Company size
11-50 employees
Headquarters
Made in Australia
Type
Privately Held
Founded
2017
Specialties
Bookkeeping security for all business types, Business Insights, Bookkeeping errors, Task management, Process Management, Workflow automation, Artificial intelligence, Machine Learning, Team collaboration, Xero, and Accounting software

Locations

Employees at XBert

Updates

  • Imagine a week where nothing falls through the cracks. XBert’s work intelligence tools make it happen: • Automating recurring tasks so you don’t miss a beat—even with last-minute changes. • Balancing schedules with Capacity Settings, giving your team breathing room. • Offering instant answers with XBert Intelligence (XI)—spot who’s overloaded or ready to jump in. When your team runs smoothly, your clients notice. XBert helps you deliver them with confidence. Relive the insights, watch the webinar on demand👉https://hubs.ly/Q02_mXmt0

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  • As we wrap 2024, let’s look ahead to 2025 together. Join XBert for the 2024 Product Wrap session, where we’ll share how AI work intelligence has transformed accounting and bookkeeping. Register to join: https://hubs.ly/Q02-tF5W0 ✅ A clear understanding of how you can put these features to immediate use within your XBert account ✅ Practical tips for turning insights into higher-margin decisions for your clients. ✅ An opportunity to ask our team any burning questions ✅ And a sneak peak at something BIG coming in 2025! End your year on the right foot with XBert Intelligence.

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  • XBert reposted this

    👋 Did you miss out on our session as part of XBert's 'AI in Practice Summit' last month? In this session, we explored how small and medium firms can leverage AI tools to automate tasks, boost productivity, and achieve cost-effective, measurable improvements. If you missed out, you can view a recording of the session here: https://lnkd.in/gniKG-m7 #ClarityStreet #AISummit #XBert #AIInPracticeSummit #Replay

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  • Intuit QuickFest 2024 was nothing short of amazing! From Cassandra Scott’s pricing strategies to eye-opening sessions, this year’s event was about levelling up with AI. The best part? Hearing from YOU. Your stories, questions, and excitement at every session remind us why we do what we do. If you want to put your learnings into practice, book a 15-minute introduction with our team: https://hubs.ly/Q02YRKkp0

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  • View organization page for XBert, graphic

    1,296 followers

    🌟 Yesterday, Team XBert had the incredible opportunity to sponsor the #AccessAllAreas event at the iconic Espy in Melbourne! 🎉 It was inspiring to connect with so many forward-thinking professionals and dive into the trends shaping the future of our industry. Our very own Aaron Wittman and Cameron Anderson CA presented "Adapting to AI; The future of work in accounting" where we explored how AI is transforming the way accountants work—empowering firms to boost efficiency, enhance decision-making, and unlock new opportunities for growth using AI. The energy in the room and the thought-provoking discussions that followed were a true testament to the sector's readiness to further embrace new tools and continue to innovate. A big thank you to everyone who joined us, asked questions, and shared their insights and of course a special thank you to Sharon McClafferty for hosting the session! What was your biggest takeaway from #AccessAllAreas? Let us know in the comments

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  • How do you prioritise tasks in your day? With XBert’s intelligent capacity features, managing workloads has never been easier. Automate recurring work schedules, keep a close watch on team availability and reassign tasks in real-time with AI insights. Try XBert and experience the power of optimised productivity. Book your FREE trial to get started: https://hubs.ly/Q02Zv1zN0

  • Does your team constantly have headaches? For accounting and bookkeeping firms, onboarding more clients, managing bigger workloads, and juggling the demands of your team can be overwhelming. Our webinar on Wednesday, November 27 will show you how to simplify capacity planning, improve workflow visibility, and keep your firm running smoothly. This session is FREE. If you prioritise your team’s capacity, register here: https://hubs.ly/Q02YRHz10

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Funding

XBert 1 total round

Last Round

Seed
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