Join us to delve into the practical application of the ground-breaking XBert & Xero Practice Manager integration for your accounting or bookkeeping business - harness these tools effectively & achieve maximum efficiency!
XBert's AI-driven risk detection and automation, coupled with XPM's robust practice management capabilities, can dramatically enhance your workflow and client management.
Key areas of focus:
Optimal Setup: how to set up XBert with XPM to best align your business needs and processes.
Task Management: how to seamlessly link XPM jobs to XBert tasks and processes, staying on top of your clients' needs and deadlines effectively.
Workflow Automation: how to automate your workflow using XBert and XPM, reducing manual repetitive tasks and freeing up your team's time for high-value actions.
Leveraging Real-Time Insights: how to make informed decisions with real-time insights into your clients' financial data provided by XBert and XPM.
Best Practices and Tips: tips and best practices from leading industry professionals already leveraging the XBert x XPM integration for optimal efficiency.
TIMESTAMPS:
00:04:26 - How XBert & XPM work together to help you manage your tasks seamlessly
00:08:28 How to centralise and streamline task management and billing
00:09:47 Demonstration of how task management is streamlined with XBert & XPM
00:16:13 Using XBert & XPM to improve internal job time management and non billable hours
00:18:52 Hot tips for optimal set up for XPM & XBert to maximise efficiency
00:33:58 Practice Level XBerts
00:37:00 Analytics for your practice
00:43:36 How to maximise timesaving features using workflow automation w’ AI audit and alerts
00:54:44 - Day in the life of a bookkeeper using XBert & XPM
01:07:59 Making getting into the “what do I need to focus on right now” space a breeze and losing the distractions
01:11:11 Onboarding clients - know what you’re getting yourself in for
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