WEBINAR REPLAY
TAKE A DATA LED APPROACH TO YOUR WORKFLOWS AND MAKE THE MOST OF YOUR TEAM'S CAPACITY.
A live XBert demo showing how checks on client ledger data can drive tasks, recurring work, capacity planning and pricing decisions.
Watch the 36 minute replay. Fill in the form and we'll email you the link.
WATCH THE REPLAY
Accounting and bookkeeping professionals lose hours each week to manual checks, avoidable errors and inefficient workflows. Firms that don't use AI driven insights risk falling behind.
In this demo replay, Soraya shows how XBert runs 150+ checks across connected client ledgers and turns what it finds into tasks, with a data quality score for every client, deep links into the ledger and auto resolve.
You'll also see how to create custom XBerts in plain English, set up templates and recurring work with built in timers, plan your team's capacity and use health check and activity reports to support pricing.
What You'll Learn
Catch costly mistakes before they happen and stop spending hours on error detection and rework.
Automate manual processes and free up time for high impact client work instead of chasing data.
Make confident, data driven decisions with AI powered analytics for smarter client delivery.
Work with your client ledgers and XPM, so XBert enhances rather than replaces your existing systems.
Meet the Team!
Felix McDonald
Customer Success Specialist, XBert
