xbertintelligence

by XBert Intelligence

Prioritised debtor call-list ranked by working-capital impact — turn an aged receivables report into the week's chase plan.

by XBert Intelligence

Surface every anomaly XBert that fired across the period as a flat ranked list with per-firing verification and recommended action. Checks the Anomaly Review agent is configured with linked XBerts before reviewing. No invented pattern labels, no user attribution, no Journal data.

by XBert Intelligence

Behaviour-driven AR cadence — per-debtor predicted-pay-date + tone-matched drafted reminder + ranked call list.

by XBert Intelligence

External-auditor-ready evidence pack driven by which XBerts fired on each transaction — risk-weighted sample, hyperlinked workpapers.

by XBert Intelligence

Movement-by-movement balance sheet review with reconciliation status, manual journal trace, and FAR-to-GL accumulated depreciation check.

by XBert Intelligence

Pre-lodgement BAS readiness check for Australian clients — bank rec, GST, PAYG-W, payroll, super, outstanding XBerts and prior-period comparison, with an audit document for the file.

by XBert Intelligence

Billable utilisation and WIP variance reporting at practice and client level, using XBert data.

by XBert Intelligence

13-week rolling cash forecast — AR predicted-pay + AP due + payroll cadence + tax obligations + recurring bank-tx — with named risk weeks and recommended actions.

by XBert Intelligence

Evidence-based annual fee review across the whole client book, with per-client drill-down.

by XBert Intelligence

Structured new-client onboarding with checklist, practice-owner gate, and approval-gated rules baseline assignment with rollback. v1 orchestrates the workflow; COA + opening-balance steps are checklist items the bookkeeper completes in the ledger.

by XBert Intelligence

Own the close-period chase — outstanding XBerts become the ranked chase list with drafted reminders + delta-on-rerun.

by XBert Intelligence

Month-end packet assembled — BS/P&L + variance commentary + journal narrative + outstanding XBerts — single Word/PDF deliverable for the client.

by XBert Intelligence

Is XBert configured consistently across your book? Spot inconsistencies, gaps, and drift in one pass.

by XBert Intelligence

Division 7A loan schedule with minimum repayment calc and benchmark-rate-ready output. v1 narrow: manual benchmark-rate entry until an ATO benchmark rate lookup ships.

by XBert Intelligence

Period-close readiness dashboard fusing workflow, data quality and lodgement obligations across every client.

by XBert Intelligence

Annual FBT exposure review for Australian clients — scan motor vehicles, entertainment, employee benefits and salary packaging arrangements before the 21 May return deadline.

by XBert Intelligence

Daily firm-inbox triage — categorise threads + priority-score + drafted tone-matched reply grounded in XBert client state.

by XBert Intelligence

Year-end financial statement pack ready for partner review — SPFS structure with comparative period, notes shell, and GPFS variant for audit clients.

by XBert Intelligence

Surface foreign-currency exposures the linked FX XBerts caught for the period and route the user to the ledger's native FX revaluation. The plugin does NOT compose the revaluation journal — the data primitives for that don't exist in MCP today.

by XBert Intelligence

Pre-lodgement GST readiness check for New Zealand clients — boxes 5-15 validated against bank rec, payroll and outstanding XBerts, audit document for IRD filing.

by XBert Intelligence

Pre-lodgement IAS readiness check for Australian clients — verify PAYG withholding and instalment data before lodging the Instalment Activity Statement.

by XBert Intelligence

PAYG-I and GST instalment variation recommendation with cashflow run-rate, YTD profit trend, and GIC-risk audit trail.

by XBert Intelligence

Month-end financial pack the partner can hand to the client — P&L vs budget, BS movement walk, cashflow vs forecast, and KPI roll-up in a single Word document.

by XBert Intelligence

Making Tax Digital for Income Tax readiness assessment for UK clients — chart of accounts mapped to HMRC categories, income threshold, simplified vs full reporting eligibility, quarterly reporting readiness.