Smarter Workflow, Deeper Insights: How AI Transforms Client & Workflow Management
Automate tasks & visualise workflows with XBert’s new Work board
Date: 22 October 2025 | Time: 12:00 PM AEDT
Accounting and bookkeeping teams are navigating growing workloads, complex data, and increasing client expectations. To stay ahead, firms need intelligent systems that work smarter, not harder.
Join our live XBert webinar to discover how firms are transforming operations with AI-powered workflow intelligence to:
- Visualise work instantly – use the new Kanban board to plan, prioritise, and track tasks.
- Automate routine checks – eliminate manual processes and reduce time spent on rework.
- Reveal powerful client insights – surface key trends and performance metrics in real time.
- Optimise capacity and profit – reassign work in seconds and make data-driven business decisions.
✅ 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.
✅ 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.
Soraya Brown
Market Leader, APAC - XBert
Cassandra Scott
Industry Specialist - XBert
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.