Feb 28, 2024
Today I’m speaking with Cassandra Scott, Director of Laurus Bookkeeping
In this episode, we talk about . . .
- Delve into how Xbert leverages AI to scrutinise client accounting data, spotlighting over 80 potential anomalies and risks.
- Discover the power of automating routine tasks such as payroll, BAS, and bookkeeping with standardised workflows.
- Learn how Cassandra efficiently mapped her first 10 workflows in just half an hour, enhancing consistency.
- Explore Xbert's scheduling capabilities, enabling the assignment of recurring tasks to various cycles, from daily to fortnightly.
- Understand the significance of using client notes to capture unique requirements for bespoke workflows.
- Gain insights into data-driven reporting and analytics, offering a glimpse into staff performance and client engagements.
- Uncover how customisable reporting allows practices to dissect data from diverse angles.
- Get a peek at roadmap features like capacity management, utilising timesheet data for optimal scheduling.
- Hear about the transformative impact Xbert has had on Cassandra's practice, facilitating work with global clients.
Contact details:
XBert: https://www.xbert.io/
Cassandra Scott: https://www.linkedin.com/in/cassandrascott/
Bookkeepers in Practice FaceBook Group : https://www.facebook.com/groups/1652992464953692
Accounting Apps newsletter: http://HeatherSmithAU.COM
Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/
YouTube Channel: https://www.youtube.com/ANISEConsulting