Practice management · Bookkeeping automation
XBert
AI Work Intelligence for Bookkeepers and Accountants
Straight answers
- What is XBert?
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XBert is practice management software for accounting and bookkeeping firms. XBert is a workflow platform that connects to live accounting data, automating tasks and monitoring data quality. It integrates with Xero, QuickBooks Online, MYOB, FreeAgent, Employment Hero. Pricing: From A$29 per user per month billed annually, plus a per-client data plan from A$7 per client per month (as at September 2026). Available in Australia, New Zealand, United Kingdom.
- Who is it for?
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XBert is for accounting and bookkeeping firms, and the vendor names bookkeepers, accountants, practice managers.
- What does it cost?
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Pricing: From A$29 per user per month billed annually, plus a per-client data plan from A$7 per client per month (as at September 2026).
- What's the catch?
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XBert states availability in Australia, New Zealand, United Kingdom; firms elsewhere should check with the vendor rather than assume it is unavailable.
Overview
XBert is an AI Work Intelligence platform designed for bookkeeping and accounting practices. It integrates workflow management with live ledger monitoring, enabling teams to efficiently manage tasks and monitor client data simultaneously. The platform automates recurring tasks, tracks capacity, and sends alerts when issues arise in client accounts.
With over 150 built-in data quality checks, XBert helps identify financial risks and anomalies, ensuring data integrity. It connects with accounting systems like Xero, QuickBooks, MYOB, and FreeAgent, providing a solution for practice management.
Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Practice management · Bookkeeping automation
- Pricing model
- Subscription
- Price
- From A$29 per user per month billed annually, plus a per-client data plan from A$7 per client per month (as at September 2026)
- Works with
- Xero, QuickBooks Online, MYOB, FreeAgent, Employment Hero
- Available in
- Australia, New Zealand, United Kingdom
- Who runs it
- Bookkeepers, Accountants, Practice managers
- Headquarters
- Australia
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
Plans as published by the vendor, checked 4 Sep 2026
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Per-user fee, billed annually | A$29 | per user per month | Every plan includes every feature. Excludes sales tax. |
| Per-user fee, billed monthly | A$34.80 | per user per month | Excludes sales tax. |
| Micro client data plan | A$7.00 | per client per month | 0-100 activities per month, annual plan |
| Small client data plan | A$16.00 | per client per month | 250 activities per month, annual plan |
| Medium client data plan | A$36.00 | per client per month | 600 activities per month, annual plan |
| Large client data plan | A$59.00 | per client per month | 1,500 activities per month, annual plan |
| Extra Large client data plan | A$89.00 | per client per month | 4,000 activities per month, annual plan |
| Enterprise client data plan | A$99.00 | per client per month | 4,000+ activities per month, annual plan |
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
Awards
Awarded by others, not by The Firm- 2026 winner Practice App of the Year, Australia · Xero App Awards Announcement for Practice App of the Year, Australia (opens in a new tab)
- 2026 finalist Global Innovation App of the Year · Xero App Awards Announcement for Global Innovation App of the Year (opens in a new tab)
- 2026 finalist Global People's Choice Award · Xero App Awards Announcement for Global People's Choice Award (opens in a new tab)
- 2026 finalist Practice App of the Year, New Zealand · Xero App Awards Announcement for Practice App of the Year, New Zealand (opens in a new tab)
- 2026 finalist Practice App of the Year, United Kingdom · Xero App Awards Announcement for Practice App of the Year, United Kingdom (opens in a new tab)
A 2026 winner places XBert above unawarded tools in its category on this site, below anything The Firm has pinned editorially and above paid placement. The award is the awarding body's; the ordering is ours.
What it does
From the vendor's own site- Workflow automation with free templates
- 157 built-in data-quality checks
- Unlimited custom alerts
- Client portal for collaboration
- Analytics and reporting
Works with
5 integrations mapped- Xero
- QuickBooks Online
- MYOB
- FreeAgent
- Employment Hero
0/5
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XBert, answered
The questions firms search for before they trial it- What is XBert?
- XBert is practice management software for accounting and bookkeeping firms. XBert is a workflow platform that connects to live accounting data, automating tasks and monitoring data quality. It integrates with Xero, QuickBooks Online, MYOB, FreeAgent, Employment Hero. Pricing: From A$29 per user per month billed annually, plus a per-client data plan from A$7 per client per month (as at September 2026). Available in Australia, New Zealand, United Kingdom.
- Does XBert integrate with Xero?
- Yes. XBert lists Xero as an integration, alongside QuickBooks Online, MYOB, FreeAgent, Employment Hero. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- Does XBert integrate with QuickBooks Online?
- Yes. XBert lists QuickBooks Online as an integration, alongside Xero, MYOB, FreeAgent, Employment Hero. The Firm's directory can be filtered by QuickBooks Online to see the other tools that plug into the same stack.
- Does XBert integrate with MYOB?
- Yes. XBert lists MYOB as an integration, alongside Xero, QuickBooks Online, FreeAgent, Employment Hero. The Firm's directory can be filtered by MYOB to see the other tools that plug into the same stack.
- What does XBert integrate with?
- XBert lists 5 integrations: Xero, QuickBooks Online, MYOB, FreeAgent, Employment Hero. Integrations are as the vendor names them; the directory groups every tool by what it connects to.
- What does XBert cost?
- XBert publishes 8 plans (checked 4 September 2026). Per-user fee, billed annually: A$29 per user per month; Per-user fee, billed monthly: A$34.80 per user per month; Micro client data plan: A$7.00 per client per month; Small client data plan: A$16.00 per client per month; Medium client data plan: A$36.00 per client per month. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
- Where is XBert available?
- XBert is listed as available in Australia, New Zealand, United Kingdom. Availability is as stated by the vendor; a tool with no stated restriction is listed for every region.
- Who is XBert for?
- XBert is built for Bookkeepers, Accountants, Practice managers. It is practice management software, listed on The Firm's practice shelf.
- Is XBert on the Xero App Store?
- Yes. XBert has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations XBert lists.
- Who makes XBert?
- XBert is made by a company based in Australia, as stated on the vendor's own site (checked 4 September 2026).
- Can a firm see XBert before buying?
- Yes. XBert offers a demo or trial page, linked from the Book a demo button on this listing. Terms of any trial are the vendor's.
- Who maintains this XBert listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 4 September 2026); XBert has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- Has The Firm written about XBert?
- Yes. XBert is named in 5 published pieces on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.
- How does a firm choose between practice management tools?
- The Firm's guide to choosing practice management software, on the Practice management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every practice management tool; listing is not a ranking.
Answers are ours, grounded in this listing's facts, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 price published: From A$29 per user per month billed annually, plus a per-client data plan from A$7 per client per month; pricing model set to subscription; description updated; added integrations: Xero, QuickBooks Online, MYOB, FreeAgent, Employment Hero; added features: Workflow automation with free templates, 157 built-in data-quality checks, Unlimited custom alerts, Client portal for collaboration, Analytics and reporting; faq updated; plans published. Checked by The Firm
Our coverage of XBert
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