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

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LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ 

YouTube Channel: https://www.youtube.com/ANISEConsulting 

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