xbertintelligence

by XBert Intelligence

Weekly pay-run brief with remittance drafts ready for review. v1 produces the schedule + remittances; ABA payment file generation is v2.

by XBert Intelligence

Pre-run sanity checks, post-run reconciliation, and full-period payroll reviews across every pay cycle — including draft pay-run detection, SG rate compliance, GL-vs-payroll reconciliation, STP Phase 2 hygiene and bank-out reconciliation.

by XBert Intelligence

Weekly review of posted spend against policy XBerts on supported categories (out-of-policy account, banned vendor, missing receipt, duplicate transaction, receipt forensic flag).

by XBert Intelligence

Portfolio-wide data-quality and financial-health snapshot with diagnostic recommendations per client.

by XBert Intelligence

Monthly partner-meeting one-pager — revenue, lockup, write-offs, service-line P&L, client risk segmentation.

by XBert Intelligence

Detect material changes in client transactional tempo and propose actions using XBert.

by XBert Intelligence

Review the period's orphan-receipt and orphan-bank-line XBerts — batch-approve matches, draft spender follow-ups for true orphans.

by XBert Intelligence

Annual STP Phase 2 finalisation check for Australian clients — verify YTD wages, PAYG-W and super are accurate per employee before the 14 July ATO deadline.

by XBert Intelligence

Quarterly Superannuation Guarantee check for Australian clients — verify SG calculated, posted, and paid through the clearing house by the 28th, with SGC-risk audit trail.

by XBert Intelligence

Accounting-to-tax reconciliation worksheet — every adjustment from accounting profit to taxable income (tax-effect walk), per-entity worksheet, with working papers.

by XBert Intelligence

Annual Taxable Payments Annual Report (TPAR) preparation for Australian clients in building, cleaning, courier, IT, road-freight and security industries — due 28 August.

by XBert Intelligence

Reconcile your trial balance against the accountant's financials with a journal-ready Excel workbook and Word audit document.

by XBert Intelligence

Pre-submission VAT readiness check for UK clients — boxes 1-9 validated, MTD compliance verified, partial exemption and reverse charge flagged, audit document for the file.

by XBert Intelligence

Run a structural audit of your XBert workflow setup — template consolidation, budget accuracy, workload balance, and setup hygiene.

by XBert Intelligence

Shared rendering skills that turn a structured XBert plugin payload into a Word, Excel or PDF working paper saved to your project folder. Install it alongside the XBert review plugins — they hand their findings to it.