What you'll walk away with
Turn data into workflow - connect live ledger data directly to your team's task list. No manual triage.
Build your own AI intelligence - create custom prompts that monitor exactly what matters (net profit drops, payroll anomalies, cash flow warnings and more)
Price with confidence - use analytics reports to turn data in to quality conversations.
Can't make it live?
Register anyway and we'll send you the on-demand recording.
✅ Accountants and Bookkeepers ready to move from the compliance treadmill, to high value conversations.
✅ Practice Owners and Leaders building systems, capacity, and process improvements for 2026.
✅ Client Managers and Team Leads responsible for workflow efficiency and delivery quality.
"Without XBert, I'd need two staff members. With XBert, I only need one." — Renae Petersen, CloudMind Accounts
"If you are that proactive accountant that wants to be ahead of the game, who wants to serve their clients better, XBert will help you do that." — Cerith Williams, Unity Accounting


During the webinar, we’ll ask if you’d like a member of our Success Team to connect with you, understand your goals, and demonstrate the features that can help you achieve them.