AI Tool

XBert Review

XBert is an AI Work Intelligence platform designed for bookkeeping and accounting practices to manage client interactions and automate workflows.

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Why it matters

1XBert integrates with accounting systems like Xero, QuickBooks Online, MYOB, and FreeAgent.

2It performs over 150 automated data quality checks 24/7 on connected client files.

3Users can create custom AI alerts (Custom XBerts) to monitor specific financial metrics.

4Firms using XBert have reported reducing review time by 20-25% and doubling client capacity.

About XBert

Business Model

Subscription SaaS

Usage Pricing

$0.99/session per session

Free Credits

14-day free trial

Headquarters

Scottsdale, AZ

Funding

Acquired

Platforms

Web, Mobile

Target Audience

Businesses requiring efficient customer conversation management

Pricing Plans

Starter Plan

$99/month

• 100 sessions included
• AI call answering
• AI SMS and live chat
• AI appointment booking

Cost Examples

• 100 sessions: $99
• 10 sessions: $9.90

Leadership

Tomas GornyCEO

Ran EzerzerCTO

Screenshots

overview

What is XBert?

XBert is an AI Work Intelligence platform developed by XBert that enables bookkeeping and accounting practices to manage customer interactions across phone calls, texts, and chats, while also automating data quality checks and workflow management. It learns the nuances of a business to resolve issues independently and facilitates human handoff when necessary, integrating with live client ledger data from accounting systems like Xero, QuickBooks Online, MYOB, and FreeAgent. The platform enhances efficiency, data quality, and team performance by connecting workflow directly to financial data.

features

Key Features of XBert

XBert provides a comprehensive suite of features designed to automate and optimize operations for accounting and bookkeeping practices, as well as manage customer interactions across multiple channels. Its core capabilities span AI-driven data analysis, workflow automation, and client communication.

AI Data Quality Checks: Over 150 automated checks run 24/7 on client files for errors, inconsistencies, and risks (e.g., GST/VAT errors, duplicate payments, ABN anomalies).
Custom AI Alerts (XBert Intelligence - XI): Users define custom monitoring rules in plain English, which the AI then continuously runs against live data, generating assignable tasks with risk levels.
Workflow Automation: Tools for recurring task automation, multi-schedule templates, and flexible workboards to streamline processes like BAS, monthly reconciliation, and payroll.
Capacity Management & Analytics: Provides 26+ firm-wide performance reports, tracking client comparison data, transaction volumes, capacity vs. actual hours, and profitability.
White-labelled Client Portal: Facilitates secure sharing of insights, document collection, and client communication, with all interactions logged for audit trails.
AI Call Answering: Manages customer phone interactions, learning business nuances to resolve issues or facilitate human handoff.
AI SMS and Live Chat: Handles text-based customer interactions across various messaging platforms.
AI Appointment Booking: Automates scheduling for clients based on availability and service requirements.
AI Transcripts and Analytics: Provides detailed transcripts of AI-managed conversations and performance analytics.
HIPAA Compliant: Ensures secure handling of sensitive health information for healthcare clients.

use cases

Who Should Use XBert?

XBert is primarily designed for professionals and businesses that require efficient management of customer interactions and robust financial data integrity. Its capabilities are tailored for specific industries and roles.

Practice Managers, Bookkeepers (Solos & Teams), Accountants & Auditors: For automated data quality checks, live ledger monitoring, comprehensive workflow management, and capacity analytics across client files.
Business Owners: To ensure accurate financial data, reduce review time, and mitigate risks in their accounting and bookkeeping processes.
Healthcare Practices: For HIPAA-compliant AI call answering, appointment booking, and customer support.
Insurance Agencies: To manage customer inquiries, claims, and policy information via AI-driven phone, SMS, and chat.
Real Estate Agencies: For automated lead qualification, appointment scheduling, and client communication.
Retail and E-commerce Businesses: To handle customer service inquiries, order tracking, and support across various channels.
Professional Services Firms: For streamlining client communication, managing appointments, and automating routine inquiries.

how to use

How to Use XBert

To begin using XBert, users typically sign up for a plan and integrate their existing accounting software or communication channels. The platform then leverages AI to learn business specifics and automate tasks.

1Sign up for an XBert account, starting with a 14-day free trial.
2Connect your accounting software (e.g., Xero, QuickBooks Online, MYOB, FreeAgent) to enable live ledger data synchronization.
3Configure AI call answering, SMS, and live chat by providing business-specific information and FAQs.
4Set up workflow templates and recurring tasks for accounting processes like BAS or monthly reconciliation.
5Create custom AI alerts (Custom XBerts) by describing specific financial conditions or risks to monitor.
6Utilize the client portal for secure document sharing and communication with clients.

pricing

XBert Pricing & Plans

XBert operates on a subscription-based SaaS model with a Starter Plan and usage-based pricing for sessions. A 14-day free trial is available, and a 30-day money-back guarantee is offered.

Starter Plan: $99/month (includes a base number of sessions).
Usage Pricing: $0.99 per session for additional sessions beyond the plan's allowance.
Cost Example: 100 sessions would cost $99; 10 sessions would cost $9.90.

Pros

+Direct integration of workflow with live client ledger data from major accounting systems (Xero, QuickBooks Online, MYOB, FreeAgent).
+Automated AI Data Quality Checks (over 150) run 24/7, identifying errors and risks proactively.
+Customizable AI Alerts (Custom XBerts) allow users to define specific monitoring rules in plain English.
+Comprehensive workflow automation and capacity management tools for accounting practices.
+Integrated AI call answering, SMS, and live chat capabilities for customer interaction management.
+HIPAA compliant for sensitive data handling in healthcare contexts.
+Positive user reception, with a 5.0/5 rating on the Xero App Store from 67 users.

Cons

−Requires integration with existing accounting software, which may involve initial setup time.
−The pricing model includes per-session costs, which could increase with high customer interaction volumes.
−While offering a mobile platform, specific feature parity with the web version is not detailed.
−The platform's primary focus is on bookkeeping and accounting practices, potentially limiting its broader applicability for other business types seeking only customer support AI.
−No public API available for custom integrations beyond the listed partners.

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XBert vs Competitors

XBert distinguishes itself as an AI Work Intelligence platform by uniquely connecting a team's workflow directly to live client ledger data. While many tools offer practice management or data quality checks, XBert integrates both, ensuring AI alerts are directly actionable within the workflow. This live data connection is a key differentiator in the market.

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