XBert, the AI-powered data and workflow automation platform for accounting professionals, is excited to announce a new product integration with FreeAgent, a leading cloud-based accounting software. This strategic partnership is designed to streamline and enhance the daily operations of accountants and bookkeepers by providing an integrated solution that optimises workflow, risk detection, and financial accuracy.
The integration between XBert and FreeAgent allows accountants and bookkeepers to automatically sync client data across both platforms, improving collaboration and enabling proactive management of financial records. By harnessing XBert’s advanced AI auditing capabilities, users can efficiently identify data discrepancies, potential risks, and cash flow issues, while automating routine tasks for improved operational efficiency.
"At XBert, we are committed to delivering innovative tools that help accounting professionals save time, reduce manual work and provide additional value to their customers" said Troy Brown, Co-Founder of XBert. "This integration with FreeAgent will give bookkeepers and accountants an edge in providing accurate and timely financial advice to their clients while reducing administrative burden.""
Key Benefits of the Integration Include:
- Automatic Data Sync: FreeAgent client data is continuously imported into XBert, providing real-time data health checks and analysis.
- AI-Driven Risk Detection: XBert's AI tools proactively identify inconsistencies, overdue invoices, compliance risks, and other financial anomalies.
- Automated Workflow: Automate recurring tasks, prioritise activities, and track work progress, allowing accountants and bookkeepers to focus on high-value work.
- Seamless Collaboration: Accountants can collaborate with their clients using real-time, actionable financial insights, fostering more transparent communication.
"We are very excited about the new integration between FreeAgent and XBert. This partnership shows a continued commitment to expanding our practice ecosystem and delivering value to our accounting and bookkeeping partners.
AI has always been at the forefront of our product and enabling users to streamline their workflow with the FreeAgent and XBert integration is a cornerstone in offering the best in class bookkeeping products, along with excellent support for both small businesses and practices." - Stewart Hurd, Chief Sales Officer
The XBert-FreeAgent integration is now available, and both companies are offering a free trial to new users who want to explore the benefits of this powerful collaboration.
