AI Enabled Workflows - Automate Tasks, Visualise in Kanban & Deliver Insights

Cut Rework, Fix Bottlenecks & Scale

Date: 8 October 2025 | Time: 12:00 PM AEDT 

Accounting and bookkeeping teams are under pressure from high transaction volumes, rework, and client demands. The reality? Firms that don’t embrace AI-driven workflows risk falling behind.

Join our live XBert webinar to see how leading firms are using AI-powered workflows to:

  • Automate custom workflows – create tasks and alerts directly from client data.

  • Reduce rework – catch issues early and smooth out month-end.

  • Manage team capacity in seconds – know who’s over or under-loaded instantly.

  • Drive revenue proactively – give client managers the insights they need to grow.


What to Expect >                 Who's Speaking >

 
    

Watch on Demand

Key Takeaways: 

✅ See how AI-enabled workflows reduce rework and make month-end smoother.

✅ Learn how to manage team capacity in real time and reallocate work in seconds.

✅ Understand how client managers can shift from reactive problem-solving to proactive growth.

✅ Why firms connecting AI directly to their client data will be the ones scaling without extra headcount.

Who Should Attend? 

Accountants & Bookkeepers ready to streamline workflows and cut down on rework.

Practice Owners & Leaders who want clearer visibility of team capacity and profitability.

Client Managers looking for proactive insights to drive stronger client relationships.

Meet the Speakers

Soraya
Alex Allen-modified

Soraya Brown

Market Leader, APAC - XBert

Alex Allen

Accounts Manager - XBert

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Just ask XBert Intelligence

Discover actionable strategies to optimise your team’s performance and enhance your practice’s profitability.

Whether you’re a new or experienced XBert user, this webinar is your opportunity to discover how these tools can make 2025 your most successful year yet.

To get the most out of the webinar we encourage you to start a trial prior, and ask questions you may have during the session.
✓ Free Trial
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