XBert

❗Holiday announcement From December 23rd to January 3rd, our office will be closed while we recharge and spend time with loved ones. XBert will keep working hard for you, and we’ll be back on January 6th, ready to help you kick off 2025 with less stress and more focus. 🎄Wishing you a joyful and restful holiday season!

Not all tech stacks are created equal! In the latest episode of All Aussie Accounting Adventures podcast, the team dug into what the best bookkeepers and accountants are using in their practices today. Listen to what Amy and Jack have to say 👉 https://hubs.ly/Q02_y0Dm0

Coming Soon: Receipt Capture by XBert 🎉 In early 2025, XBert is solving one of the most frustrating parts of bookkeeping: managing and capturing client receipts. In true XBert style, we’re looking to do this smarter than ever before! We’re excited to debut new functionality for our customers and your clients. If you’d like to get early access to Receipt Capture, read our recent release and participate in our product feedback survey. Read more here: https://hubs.ly/Q02_yt6W0 Share your thoughts here: https://hubs.ly/Q02_yc-m0 Keep your eyes glued!

It’s mid-December. Your team’s already stretched thin. Year-end reports. Tax prep. Clients need “just one more thing.” And, of course, everyone wants to take a break. Planning capacity for the holiday season isn’t easy—but not impossible either. With XBert, you can: ✅ See which team members have too much on their plate and reassign tasks before it’s too late. ✅ Prioritise the most critical tasks to keep clients happy and penalties at bay. ✅ Use task summaries and audit-ready checklists to keep work moving smoothly, even when someone’s out. Want to head into the holidays with peace of mind instead of stress? Let’s make it happen.

Imagine a week where nothing falls through the cracks. XBert’s work intelligence tools make it happen: • Automating recurring tasks so you don’t miss a beat—even with last-minute changes. • Balancing schedules with Capacity Settings, giving your team breathing room. • Offering instant answers with XBert Intelligence (XI)—spot who’s overloaded or ready to jump in. When your team runs smoothly, your clients notice. XBert helps you deliver them with confidence. Relive the insights, watch the webinar on demand👉https://hubs.ly/Q02_mXmt0

AI isn’t about shortcuts. Without proper guidance, AI can create more problems than it solves. Make AI fit into smarter workflows: https://hubs.ly/Q02ZMj1H0 XBert helps you find the right balance with AI-driven insights and workflows to catch issues before they become problems. Book your FREE trial to get started 👉 https://lnkd.in/gtcJmicP

As we wrap 2024, let’s look ahead to 2025 together. Join XBert for the 2024 Product Wrap session, where we’ll share how AI work intelligence has transformed accounting and bookkeeping. Register to join: https://hubs.ly/Q02-tF5W0 ✅ A clear understanding of how you can put these features to immediate use within your XBert account ✅ Practical tips for turning insights into higher-margin decisions for your clients. ✅ An opportunity to ask our team any burning questions ✅ And a sneak peak at something BIG coming in 2025! End your year on the right foot with XBert Intelligence.

AI can crunch numbers, but it can’t match your judgment. Use AI for the grunt work, like data entry or calculations. Let your expertise handle the rest. XBert helps you find that balance—automating tasks while keeping you in control. Learn to work faster while staying in control in this blog: https://hubs.ly/Q02ZMj2c0

2024 has been huge for XBert—and we’re ending it with a deep dive into the features that will help you start next year strong! Join Alex Allen and Soraya Brown for the 2024 XBert Product Wrap webinar on 12 December at 12:00 PM AEDT. Register now to join us👉 https://hubs.ly/Q02Zvlhc0

👋 Did you miss out on our session as part of XBert's 'AI in Practice Summit' last month? In this session, we explored how small and medium firms can leverage AI tools to automate tasks, boost productivity, and achieve cost-effective, measurable improvements. If you missed out, you can view a recording of the session here: https://lnkd.in/gniKG-m7 #ClarityStreet #AISummit #XBert #AIInPracticeSummit #Replay