Working with innovative tech solutions such as XBert, has enabled them to boost efficiency, cut out the middleman and provide clients with real-time insights and smarter advice for their businesses. They can confidently offer a holistic accounting and advisory service.
One of the most powerful features of XBert for Brendan is the ability to have one, centralised workflow tool. At any given time Brendan has full visibility of the entire practice, can see what’s happening and what’s coming up as well as any issues that arise along the way. Using CONNECT’s Template Task and AI process automation to standardise services and workflows and knowing these templates are in place and are followed, gives him peace of mind work is consistent across the practice – and the simple reallocation of tasks within the system is a game changer.
“We are now managing our month-end checklists through XBert, with the helicopter view reporting so useful for me as a partner. We are now getting our staff to use this as their daily “hub” – from dealing with Xero coding issues to checking which Organisations have unreconciled items,” Brendan said.
Having full visibility across their clients on the Workboard has officially removed the need for individual spreadsheets for each client. Rather than spending time jumping in and out of each spreadsheet to manually check the numbers – all anomalies, errors or issues are flagged and able to be addressed in the one area.
For example, XBert flagged that an employee had same bank details as a supplier. The supplier had a totally different name. Brendan rang the client – fortunately it wasn’t fraud, the supplier was the employee’s husband – but the client wase very impressed they had asked the question.
Brendan says even across four client files, alerts like this could mean up to 12 hours a month saved. It also alleviates the time pressure, as they can address issues right away – rather than having to deal with them on deadlines when (and if) they’re discovered.
They’re also able to help their clients make informed decisions, knowing the data is correct at any given time.
“We’ve always had great systems in place but with the sheer volume of transactions and clients we have, there’s always a possibility for human errors to slip through. Errors are a killer and rework is a pain. XBert is the Gatekeeper for us to ensure we don’t have either.”
If you want to boost efficiency, trust the data and reduce the need for manual checks: click here to start a free trial with XBert today.
