Sleep better knowing you’re not missing a thing, with over 80* AI audit risk alerts checking the data and alerting you to errors, inconsistencies, and behavioural patterns, as they arise. Couple this with XBert’s intuitive workflow management tools and BI reports and you’ll be the most productive you’ve ever been.

• Integrates with Xero, Xero Practice Manager, QuickBooks Online and MYOB
• Over 80+ AI Audit checks to drive accuracy and efficiencies within your team.
• Free Workflow Templates, with client scheduling to help you streamline workflow
• Work on your own Work board, Team View, Client View or with custom filters
• Estimated Time on tasks to help manage team capacity
• Practice & Client BI Reports to understand the size and complexity of client files your firm manages; as well as aide in your advisory work.
• Quote with confidently thanks to Health and Activity reports.
• Client portal for every connected file to share XBert alerts, tasks and reports.
• Smart Notes, AI email forwarding to tasks and many more features.

XBert offer for ICB Members:

• 50% OFF Users pricing for 3 months on Monthly plans.
• Free client portal users for your invited clients.
• Free bookkeeping templates.
• 50% off Fast-Track Sessions program when you purchase within your trial period.

To receive this offer you must sign up and start your trial via this link.

This offer cannot be used in conjunction with any other coupon, offer or on Annual Discounted Plans. Offer ends June 30 2024.