WEBINAR REPLAY 

The XBert platform keeps expanding with new automation, deeper visibility and smarter workflow control. This quarterly product update gives you a clear view of what had just shipped, how it improves day to day work, and what was planned next.

Soraya Brown and Alex Allen walk through the work board, now split into time flow, weekly calendar and views by status, process and assignee, so practice managers can see capacity and reallocate work when someone is away.

They also show custom experts drawing on work data, such as flagging tasks where actual time runs more than 20% over the estimate to protect fixed fee margins, and share the roadmap, including Receipt Capture rebuilt around AI agents.

What You'll Learn

How 2025 releases such as Custom XBerts, work boards and time flow support real-world workflows and reduce friction.

What recent improvements in data monitoring and team visibility mean for day-to-day operations.

The 2026 roadmap, plus answers to audience questions from the product and customer success team.