Last Updated
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.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
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 AI Data
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 Intelligence
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.
XBert 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.
XBert Analytics
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 Client Portal
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.
Pros And Cons of XBert
Pros
Improves data accuracy firm-wide
Saves hours of manual accounting work
Enhances visibility into client data health
Cons
Extensive capabilities may initially overwhelm users
Customer support time may vary at times
XBert Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting, 1-10 employees
More than a year
“practical management solution”
Pros
When it comes to practical management, this software is the best option.
Cons
Not many people know about this software.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
Does XBert offer an API?
No, XBert does not offer an API.
Does XBert have a mobile app?
No, XBert does not offer a dedicated mobile application.
What level of support does XBert offer?
XBert offers support through chat, webinars, blogs, news, a help center, and email.
What language does XBert support?
XBert supports the English language.
What types of pricing plans does XBert offer?
XBert’s pricing includes a $34.80 monthly user fee along with activity-based Connected Client Plans: Micro, Small, Medium, Large, Extra Large, and Enterprise, ranging from $8.40-$118.80/client/month. A free trial is also available. Request a detailed XBert price breakdown for your organization today.
What other apps does XBert integrate with?
XBert integrates with multiple applications, including Xero Practice Manager, Employment Hero, QuickBooks, MYOB, and FreeAgent.
Who are the typical users of XBert software?
XBert is built for modern firms embracing advanced accounting technology, providing AI-driven work intelligence that supports business owners, bookkeepers, practice managers, and auditors.