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Listen "Full Stack Mastery š„ ā Elevate your Practice with XBert | Cassandra Scott"
Episode Synopsis
Today Iām 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.
Ā
Contact details:
XBert:Ā https://www.xbert.io/Ā
Cassandra Scott: https://www.linkedin.com/in/cassandrascott/Ā
Bookkeepers in Practice FaceBook Group : https://www.facebook.com/groups/1652992464953692Ā
Accounting Apps newsletter: http://HeatherSmithAU.COM
Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMindĀ
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/Ā
YouTube Channel: https://www.youtube.com/ANISEConsultingĀ
X: https://twitter.com/HeatherSmithAU
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.
Ā
Contact details:
XBert:Ā https://www.xbert.io/Ā
Cassandra Scott: https://www.linkedin.com/in/cassandrascott/Ā
Bookkeepers in Practice FaceBook Group : https://www.facebook.com/groups/1652992464953692Ā
Accounting Apps newsletter: http://HeatherSmithAU.COM
Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMindĀ
LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/Ā
YouTube Channel: https://www.youtube.com/ANISEConsultingĀ
X: https://twitter.com/HeatherSmithAU
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