XBert Academy: From Setup to Seamless
A four-part, step-by-step series, designed to help bookkeepers and accountants set up XBert live, alongside our experts.
Each session walks you through core setup actions; from getting your account structure right to building recurring workflows and understanding your data - so by the end, your XBert account is configured, automated, and ready to go.
We’ll guide you in real time while you follow along on your own screen.
This will be a practical series with results you can see immediately.
Wed, December 3rd | 12PM AEDT
1. Set Up XBert Right from Day One
- Learn best practice for structuring your XBert account for long-term success.
- Set up XBert’s core settings, like users, roles, client groups and statuses.
- Establish your capacity framework to plan, allocate and monitor workload effectively.
Fri, December 5th | 12PM AEDT
2. Delivering High Quality Client Work
- Create recurring tasks for your core work.
- Establish role-based task allocation to ensure accountability.
- Delegate confidently and ensure compliance.
Wed, December 10th | 12PM AEDT
3. Powering Up Your Workflow
- Use Custom XBerts to detect data risks early and initiate smarter client conversations.
- Reduce manual admin with automation and rules.
- Proactively monitor client health and team capacity.
Fri, December 12th | 12PM AEDT
4. Delve Deep into the Data
- Unlock Analytics to measure profitability and efficiency across clients.
- Use Practice and Client Insights to accurately price your services and ensure your practice's profitability.
Don't Have an XBert Account?
Start a free 14-day trial at www.xbert.io
New users who attend XBert Academy receive 50% off their first month!
*Terms & conditions apply. Offer only valid for first time customers.
Session 1 & 2
Cassandra Scott
Industry Specialist - XBert
Sunniva Andersen
Customer Success - XBert
Session 3 & 4
Cassandra Scott
Industry Specialist - XBert
Felix McDonald
Customer Success - 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.