The accounting industry is at a crossroads where traditional practices meet cutting-edge technology. As artificial intelligence (AI) continues to evolve, its potential to transform how accountants and bookkeepers operate is becoming increasingly apparent.

XBert’s mission is to make accounting not only easier but also more profitable. By listening to feedback from professionals in the field, XBert has developed XBert Intelligence (XI) an enhanced AI engine specifically crafted for the unique demands of accountants and bookkeepers.

How does XBert Intelligence help you scale and grow revenue?

XBert Intelligence (or XI) acts like a super-smart, experienced member of your team, ready to tackle the unique challenges of the accounting world with powerful, easy-to-use tools.

XI is specifically designed for the accounting and bookkeeping industry, distinguishing it from other AI tools currently in the market. It knows the ins and outs of accounting and bookkeeping, allowing you to ask it to perform duties just like you would with a seasoned colleague. Whether it's analysing transaction patterns, identifying potential risks, or spotting growth opportunities, XI knows exactly what to do

Imagine being able to do the same level of quality work you manage across a handful of clients, to hundreds, without the effort. This scalability is crucial for expanding your practice without compromising the quality of your services.

Just Ask XBert Intelligence

Custom XBerts is the first feature powered by XBert Intelligence (XI), designed to bring a new level of customisation and foresight to accounting practices. With Custom XBerts, professionals can build on the existing 80+ default alerts and create tailored alerts based on their clients' unique transaction patterns.

Setting up Custom XBerts is straightforward. Select the area where a problem needs solving, such as bank accounts, bank statement transactions, invoices, journal transactions, or profit and loss. Then, specify the problem, and XI will take care of the rest.

Once set up, the approach, description, test results, and summary of the Custom XBert will be AI-generated according to your instructions.

This process ensures you, individuals or roles within your practice, get timely, personalised notifications about financial opportunities and risks, making it easier to give your clients the advice they need when they need it.

You Don’t Have to Check Every Client for the Same Thing

Let’s take a look at a few examples of what you can do with Custom XBerts.

You can ask XBert Intelligence to look at your client’s Profit and Loss and instruct it as you would a team member.

“Yo XBert, alert me when any of my clients' income drops 30% month on month, so I can set up an advisory meeting."

With just a few clicks, XI will create a custom XBert alert and explain how it will approach the instructions and what the benefits are.

Here’s a sneak peek of what you can do with Custom XBerts:

• ‍Unreconciled Transactions: “XBert, Alert me when any of my clients' bank transactions haven’t been reconciled and are older than five days, so I can ensure my team is delivering on time”.‍
• Income Thresholds: “I want to know if the suspense account contains greater than $0 at the end of the month, so I don't have to open every single client account. ”.‍
• Specific Entries: “XBert, alert me when a manual journal is posted on the 30 June, on any of my clients, so that I can check any accounting changes”.

Simply type in the instructions, and XI will handle the rest!

The Future of Accounting is here.

XBert Intelligence (XI) is just getting started. Our commitment to innovation means that XI will continue to evolve, bringing even more powerful tools and features to your accounting practice, enhancing client service.

We understand that the accounting industry is constantly changing, and staying ahead requires continuous improvement and adaptation. That’s why XI will receive ongoing updates and enhancements to ensure it remains at the cutting edge of technology.

With these ongoing updates, XI will not only help you manage current accounting challenges but also prepare you for the future. We are committed to supporting your growth and success, providing you with the tools you need to offer the best possible service to your clients.