XBert is an accounting workflow and data-quality platform that helps firms monitor client ledgers, resolve issues, and coordinate recurring work.
– Runs built-in bookkeeping checks across connected Xero, QuickBooks Online, MYOB, and FreeAgent files to surface exceptions
– Custom XBerts monitor accounting data continuously and alert teams when defined conditions or risks appear
– Workflow templates, tasks, email-to-task automation, notes, deep links, and a branded client portal coordinate delivery
– Practice and client BI reports provide interactive views of data quality, workload, performance, and financial results
– Fits bookkeeping and accounting firms that need consistent quality control and workflow visibility across many client files.
