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XBert
Data-quality and workflow platform for bookkeeping practices that runs automated AI checks on Xero, QuickBooks Online and MYOB client files.
| What the AI does | AI Data Quality (88+ automated AI checks); XBert Intelligence (XI) plain-English practice queries; XI prompt-generated custom alerts; XBert MCP for Claude/ChatGPT |
|---|---|
| Who it serves | Solo practitioners, Bookkeeping practices, Small CPA firms |
| Starting price | $29/user/mo (annual billing) plus from $7/client/mo (annual billing) |
| Pricing model | Per user/month + per client/month |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Month-End Close & CAS Automation |
| Also fits | Practice Management & Workflow with AI |
| Works with | Xero, QuickBooks Online, MYOB, FreeAgent, Employment Hero, Ignition |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
XBert is listed as a fit for solo practitioners and small firms, and the vendor names solo practitioners, bookkeeping practices and small CPA firms on its own site. The job it gets hired for: closing every client's month on schedule, with the checks, reconciliations and anomaly flags run for you. It also fits the Practice Management & Workflow with AI category.
What it costs
XBert starts at $29/user/mo (annual billing) plus from $7/client/mo (annual billing), per user/month + per client/month. There is a free trial.
Good to know
XBert pairs a workflow and client-portal layer with AI Data Quality checks that run continuously across client files in Xero, QuickBooks Online and MYOB, and XBert Intelligence answers plain-English questions about your practice. Pricing is two-part: $29 per user per month on annual billing (every feature included) plus a per-client data plan from $7/mo for a low-activity file up to $99 for the largest, all posted in USD. The vendor is Australian and its compliance prompts reference BAS and GST, so US firms should expect the bookkeeping checks to travel and the compliance prompts not to. Free trial with no card.
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