XBERT FEATURE DEMO REPLAY 

Most firms already collect receipts somewhere. The trouble is where: another app, another login, another queue to check before quarter end. And the coding still lands on your team.

Receipt Capture changes where the work lands. A client sends a receipt. XBert reads it, predicts the coding from that client's own ledger history, and puts it on the same board where the rest of the firm's work gets done. No second system. And the platform processing that receipt is the same one already running 150+ data quality checks across every connected client's books.

In this demo, Soraya and Cass show how Receipt Capture and the XBert Capture client app (in beta) bring receipts into the same review workflow as the rest of your client work. Nothing reaches the ledger until a person approves it.

What You'll Learn

Watch XBert read a receipt, predict the coding from that client's own ledger history, and surface it as a reviewed draft - not a data entry job

Your team checks it, fixes a line if needed, and publishes. Each correction is remembered for that supplier and that client, so the next receipt needs less work.

You’ll leave knowing whether it fits your firm and how to get started.