XBert Academy: From Setup to Seamless
A two-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.
Thu, December 4th | 12PM GMT
1. Set up XBert Right to Deliver Quality Client Work
- 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.
- Create recurring tasks for your core work.
- Establish role-based task allocation to ensure accountability.
- Delegate confidently and ensure compliance.
Tue, December 9th | 12PM GMT
2. Delve Deep into Data to Power 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.
- 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.
Will Rush
XBert, UK General Manager
Carly Tang
XBert, Senior Account Manager
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.