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XBert

XBert assists accounting professionals in enhancing data precision and optimizing their workflows with the aid of AI-driven notifications, automated processes,...

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XBert assists accounting professionals in enhancing data precision and optimizing their workflows with the aid of AI-driven notifications, automated processes,...

Watch Demo Get Pricing
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Product Overview

XBert assists accounting professionals in enhancing data precision and optimizing their workflows with the aid of AI-driven notifications, automated processes, and insightful analytics. Although functionalities such as receipt scanning and automatic bank reconciliation are currently being developed, its cohesive interface promotes effective task management. In summary, it is ideal for bookkeepers, accountants, and contemporary accounting firms aiming for improved operational transparency.

Product Details

What Is XBert?

XBert is a software platform tailored for accountants and bookkeepers who require AI-enhanced assistance to ensure data precision, manage workflows, and gain visibility into their practices. This tool offers automated notifications that track ledger data, insights into team capacity to assess performance, and automation features aimed at simplifying everyday tasks. Additionally, it includes analytical tools to evaluate client complexity and a client portal that fosters collaborative engagement. With XBert, firms can enhance their operational efficiency, improve decision-making processes, and manage their workloads more effectively through integrated, real-time intelligence.

XBert Pricing

The pricing structure for XBert consists of 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)

A complimentary trial is also offered. You can request a customized XBert pricing estimate based on your unique needs.

Please note that pricing may change.

XBert Integrations

XBert integrates smoothly with a variety of applications, such as:

  • Xero Practice Manager

  • Employment Hero

  • QuickBooks

  • Myob

  • FreeAgent

Watch a free demo of XBert to explore its integration capabilities further.

Who Is XBert For?

This software is ideal for contemporary firms embracing cutting-edge accounting technology. It provides AI-driven work intelligence suitable for:

  • Business owners

  • Bookkeepers

  • Practice managers

  • Auditors

Is XBert Right For You?

If you are an accountant or bookkeeper in search of clearer data insights, quicker workflows, and enhanced team visibility, then XBert presents an AI-powered work intelligence system designed to oversee compliance data, team productivity, and workload capacity. It also equips you with tools to identify ledger activity and operational challenges.

XBert is perfect for firms looking to streamline the onboarding process, improve workload management, and collaborate more efficiently with clients by providing data-cleansed reports and advisory insights. If these objectives resonate with your practice's requirements, XBert might be the right choice for you.

If you're still uncertain whether XBert meets your needs, feel free to reach out to our support team at info@softwareseekers.com for assistance in making your decision.

Accounting Software Features

✘ dashboard
✘ reporting
✘ accounting
✘ dashboards
✘ mobile app
✘ public api
✘ purchasing
✘ audit trails
✘ audit trials
✘ cybersecurity
✘ mobile access
✘ time tracking
✘ bid management
✘ credit control
✘ cta compliance
✘ expense report
✘ fee management
✘ general ledger
✘ kpi monitoring
✘ pci compliance
✘ tax management
✘ cash management
✘ crm integration
✘ debt collection
✘ email marketing
✘ fund accounting
✘ nav calculation
✘ quality control
✘ soc 2 compliant
✘ task management
✘ accounts payable
✘ asset management
✘ audit management
✘ donor management
✘ event management
✘ expense tracking
✘ fraud management
✘ grant management
✘ maintenance logs
✘ project tracking
✘ budget management
✘ fundraising tools
✘ project templates
✘ recurring billing
✘ safety management
✘ vendor management
✘ alertsnotification
✘ budgeting software
✘ built in reporting
✘ data visualization
✘ equipment tracking
✘ financial tracking
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project management
✘ project scheduling
✘ zapier integration
✘ accounts receivable
✘ ai powered insights
✔ alertsnotifications
✘ bank reconciliation
✘ cloud collaboration
✘ collaboration tools
✘ compliance software
✘ contract management
✘ customizable report
✘ document management
✘ employee management
✔ financial reporting
✘ incident management
✘ integrated payments
✘ payroll integration
✘ production planning
✘ reporting analytics
✘ resource allocation
✘ scheduled reporting
✘ unitholder tracking
✘ workflow management
✘ bookkeeping software
✘ cash flow management
✘ customizable reports
✘ financial reportingg
✘ financial statements
✘ inventory management
✘ loan servicing suite
✘ payroll tax software
✘ real time monitoring
✘ rolebased permission
✘ volunteer management
✘ bill of materials bom
✘ billing and invoicing
✘ contractor management
✘ custom add on modules
✘ membership management
✘ multicurrency support
✘ regulatory compliance
✘ statistical modelling
✘ work order management
✘ account reconciliation
✘ facilities maintenance
✘ fixed asset management
✘ multi currency support
✘ partnership accounting
✘ auditing and compliance
✘ automated loan workflow
✘ change order management
✘ customizable dashboards
✘ paperless documentation
✘ reporting and analytics
✘ supply chain management
✘ debt collection software
✘ financial analysis tools
✘ small business invoicing
✘ subcontractor management
✘ accounts payable software
✘ budgeting and forecasting
✘ regular payment scheduling
✘ data analysis and reporting
✘ accounts receivable software
✘ business management software
✘ financial reporting software
✘ automated email communication
✘ financial management software
✘ data collection and management
✘ efficient portfolio management
✘ financial portfolio management
✘ policy and document management
✘ regulatory compliance tracking
✘ revenue recognition compliance
✘ risk assessment and mitigation
✘ automated notifications updates
✘ contact relationship management
✘ project planning and scheduling
✘ integration with banking systems
✘ advanced analytics and forecasting
✘ multi currency accounting software
✘ machine learning and ai integration
✘ provides government boi transcripts
✘ version control and change tracking
✘ audit trails auditing and compliance

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

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

No, XBert does not offer an API.

No, XBert does not offer a dedicated mobile application.

XBert offers support through chat, webinars, blogs, news, a help center, and email.

XBert supports the English language.

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.

XBert integrates with multiple applications, including Xero Practice Manager, Employment Hero, QuickBooks, MYOB, and FreeAgent.

XBert is built for modern firms embracing advanced accounting technology, providing AI-driven work intelligence that supports business owners, bookkeepers, practice managers, and auditors.