Two hundred tools. Eleven jobs. Plain English.
You'll never call a tool by name — you just ask, and your assistant picks the right ones. Here's everything it can do with XBert, organised the way your week actually runs. Each area below is a job your practice already does; the prompts are the words that get it done.
One question, four moves.
- 01
Find.
Name the client — the assistant locates the right file across your whole portal. - 02
Sum up.
Totals first. “How much is overdue?” - 03
Drill in.
Then the exact records behind the total, line by line. - 04
Act — with your review.
Anything that changes the books is proposed first. You approve, amend or bin it.
Here's the shape in the wild: “Who owes us the most across the practice?” gets a summary. “Show me Harbour Landscaping's overdue invoices” gets the records. “Draft a chase task and assign it to Priya” gets a proposed action — which you approve, amend or bin. You'll fall into the rhythm without thinking about it.
Numbers first. Detail second. Changes only with your OK.
The 11 capability areas
Get paid sooner.
Every invoice, quote, credit note, overpayment and prepayment — quick totals first, then the full paper trail with line items when you want it. Aged receivables summaries show who owes what, and for how long.
Pay the right people, on time.
Supplier bills, purchase orders, payments and batch payment runs, plus aged payables — so “what do we owe and when?” is a question, not an afternoon.
Know the cash position.
Bank transactions from quick aggregates down to individual records, a cash-flow summary, and month-by-month activity — the raw material of every rec, without the export.
Answer payroll questions in seconds.
Employees with their leave, tax, super and bank details; pay runs and payslips; leave applications; STP Phase 2 finalisation totals; WorkCover wages. The questions that used to mean opening four screens now take one sentence.
See the story behind the numbers.
P&L and balance sheet, journals and manual journals, fixed assets with depreciation, budget versus actual, AU Activity Statement (BAS/IAS) values — plus a data-quality score for the file, so you know how much to trust what you're reading.
“As the practice manager, the analytics have given me insights that I was previously unable to access.”
Run the firm like a business.
XPM clients and jobs — tasks, milestones, staff — plus timesheets, WIP and recoverability, and a live read on team capacity versus actual time. The partner questions, answered before the partner asks.
Keep every client moving.
Your worklist, work item updates, client tasks (including from your own templates), assigning, snoozing, due dates and estimates, bulk subtasks, tags, workflow templates and recurring schedules. Delegate to the assistant the way you'd delegate to a coordinator — and review the same way too.
Walk into every call prepared.
Client notes with version history and topics, client conversations and chat messages, and sharing notes into conversations. Three years of context, summarised before your 2pm.
Let nothing slip through.
XBert already watches your clients' books and raises alerts when something's off. Through the MCP your assistant reads them with you: what fired, exactly what needs fixing and how, the review state, each exception's action history, and notification summaries — plus alert configuration in bulk when a rule needs changing across many clients.
Invent your own alerts.
Wish XBert watched for something specific to your practice? Describe the problem in plain English and a Custom XBert is created — then tested on real client data, tuned from your feedback, promoted when you're happy, and rolled back or switched off when you're not. The whole lifecycle, in conversation.
Stop re-keying.
Create and update contacts, create bills and bank transactions from documents, record bill payments and bank transfers, and add comments, statuses, reminders and file attachments to tasks. Every write is validated and checked against duplicates before anything is submitted to Xero, QuickBooks, MYOB or FreeAgent — and it's proposed to you first. The assistant does the entry; you do the approving.
The rules don't change as you go deeper.
Every area above runs under the same three rules: the assistant only sees what your XBert role allows; anything that changes the books is validated, duplicate-checked and proposed for your review; and everything is recorded with an audit trail. Depth of capability, not depth of risk.
Stop reading. Start asking.
Pick one client and ask one question — that's genuinely the best way in. Connect your assistant, ask about aged receivables, and see what comes back.