13509 plugins available.
by XBert Intelligence
Movement-by-movement balance sheet review with reconciliation status, manual journal trace, and FAR-to-GL accumulated depreciation check.
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.
Billable utilisation and WIP variance reporting at practice and client level, using XBert data.
13-week rolling cash forecast — AR predicted-pay + AP due + payroll cadence + tax obligations + recurring bank-tx — with named risk weeks and recommended actions.
Evidence-based annual fee review across the whole client book, with per-client drill-down.
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.
Own the close-period chase — outstanding XBerts become the ranked chase list with drafted reminders + delta-on-rerun.
Month-end packet assembled — BS/P&L + variance commentary + journal narrative + outstanding XBerts — single Word/PDF deliverable for the client.
Is XBert configured consistently across your book? Spot inconsistencies, gaps, and drift in one pass.
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.
Period-close readiness dashboard fusing workflow, data quality and lodgement obligations across every client.
Annual FBT exposure review for Australian clients — scan motor vehicles, entertainment, employee benefits and salary packaging arrangements before the 21 May return deadline.
Daily firm-inbox triage — categorise threads + priority-score + drafted tone-matched reply grounded in XBert client state.
Year-end financial statement pack ready for partner review — SPFS structure with comparative period, notes shell, and GPFS variant for audit clients.
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.
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.
Pre-lodgement IAS readiness check for Australian clients — verify PAYG withholding and instalment data before lodging the Instalment Activity Statement.
PAYG-I and GST instalment variation recommendation with cashflow run-rate, YTD profit trend, and GIC-risk audit trail.
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.
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.
Weekly pay-run brief with remittance drafts ready for review. v1 produces the schedule + remittances; ABA payment file generation is v2.
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.
Weekly review of posted spend against policy XBerts on supported categories (out-of-policy account, banned vendor, missing receipt, duplicate transaction, receipt forensic flag).
Portfolio-wide data-quality and financial-health snapshot with diagnostic recommendations per client.