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Overview
XBert helps accounting teams improve data accuracy and streamline operations through AI-powered alerts, workflow automation, and practice insights. While features like receipt capture and auto bank reconciliation are still in development, its unified interface supports efficient work. Overall, it suits bookkeepers, accountants, and modern accounting firms seeking greater operational clarity.
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Starting Price
Custom
XBert Specifications
Financial Reporting
Alerts/Notifications
Invoice Management
Expense Tracking
What Is XBert?
XBert software is a platform designed for bookkeepers and accountants seeking AI-driven support for data accuracy, workflow management, and practice visibility. It provides automated alerts that monitor ledger information, capacity insights that highlight team performance, and workflow automation to streamline daily operations. The software also includes analytics for understanding client complexity and a client portal for collaborative interactions. XBert helps firms improve operational efficiency, strengthen decision-making, and manage work more effectively through integrated, real-time intelligence.
XBert Pricing
The XBert cost is structured around the following plans:
- User Fee - $34.80/month
- Data Plans - (Connected Client Plans)
- Micro - $8.40/client/month (0 - 100 activities/month)
- Small - $19.20/client/month (250 activities/month)
- Medium - $43.20/client/month (600 activities/month)
- Large - $70.80/client/month (1,500 activities/month)
- Extra Large - $106.80/client/month (4,000 activities/month)
- Enterprise - $118.80/client/month (4,000+ activities/month)
Disclaimer: The pricing is subject to change.
XBert Integrations
XBert features seamless integration with various applications, including:
- Xero Practice Manager
- Employment Hero
- QuickBooks
- Myob
- FreeAgent
Who Is XBert For?
XBert is designed for modern firms adopting advanced accounting technology. It offers AI-driven work intelligence to:
- Business owners
- Bookkeepers
- Practice managers
- Auditors
Is XBert Right For You?
If you are a bookkeeper or accountant seeking clearer data, faster workflows, and stronger team visibility, XBert offers an AI-powered work intelligence system that monitors compliance information, team performance, and capacity. It also provides tools that help uncover ledger activity and operational pressure points.
XBert supports firms aiming to streamline onboarding, optimize workload management, and collaborate more effectively with clients through data-cleansed reports and advisory insights. If these priorities align with your practice needs, XBert may be a suitable fit.
Still not sure if XBert is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
XBert Features
XBert audits financial information multiple times daily, detecting inconsistencies through custom algorithms and alerting systems. It enhances accuracy through OCR scans and validates entries from teams, outsourced processes, and connected applications, while supporting secure single sign-on across accounting environments.
XBert generates practice insights, capacity breakdowns, and operational understanding through shared community prompts. It also produces detailed agendas, health summaries, and client activity overviews in seconds, enabling future-focused analysis without manual searching or extensive interpretation across advisory workflows.
The platform centralises operational tasks on a unified dashboard featuring filtered views for individuals, teams, and clients. AI-driven templates streamline task execution, while capacity indicators, smart-linked notes, browser tools, and email task creation improve coordination across diverse accounting processes.
The software provides integrated Power BI reporting for practices and clients, presenting data quality insights, financial trends, and activity metrics. It enables shareable business intelligence that supports informed planning, advisory conversations, and structured decision-making across varied accounting and bookkeeping environments.
XBert offers a connected client portal for sharing alerts, assigned tasks, and visual insight snapshots. Clients benefit from algorithm-driven data checks, collaborative access, and secure report sharing, supporting clearer information flow and stronger advisory engagement within financial workflows.
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