XBert Discount - Up to 20% off

AI Audit coupled with practice management tools, built for accountants and bookkeepers.

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What is XBert?


XBert is an advanced audit and productivity tool designed for accountants and bookkeepers. It ensures client files are accurate and up-to-date through its AI Audit feature, providing clear insights into file size and complexity. Key features include an activity dashboard, alerts/notifications, audit trail, client management, client portal, configurable workflow, customizable branding, customizable reports, customizable templates, data import/export, due date tracking, monitoring, real-time analytics, reporting/statistics, reporting/analytics, risk alerts, search/filter, staff management, task management, and workflow management. These tools help maintain client satisfaction and support business growth.

  1. AI audit keeps client files clean
  2. Visibility of client file size, complexity
  3. White-labelled client consoles improve retention, collaboration
  4. Practice management workflows for accountants, bookkeepers
  5. Productivity tools that free up time
  6. Scalable systems to grow accounting business

Eligibility


Number of Seats/Users: XBert offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows XBert that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from XBert. XBert reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: XBert offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from XBert. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: XBert often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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XBert - Up to 20% off

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Reviews


Here at Spendbase our internal data shows that XBert is seen as a strong “peace-of-mind” tool for accounting and bookkeeping teams, especially when it comes to audit quality and day‑to‑day productivity.

From what Spendbase clients tell us, the main positive themes are:

  • Strong AI‑driven audit checks that catch errors early
  • Better visibility into the size, health, and complexity of client files
  • Helpful for standardizing workflows when scaling a practice
  • White‑labelled client consoles that support client trust and retention
  • Practical daily management: one client literally called it “the best solution” for efficient management

Key value drivers our internal data highlights:

  • Risk reduction
  • Fewer compliance issues and data mistakes
  • Earlier detection of anomalies in client files

  • Productivity and scaling

  • Less manual checking of transactions
  • Easier oversight for teams with many client files
  • Clearer picture of which clients are complex and need more time

  • Client experience

  • Branded client consoles that look professional
  • Easier to show clients the status and quality of their books

Main drawbacks Spendbase clients raise:

  • Awareness and adoption
  • One recurring comment: the product is powerful but “not known by many people,” which can slow internal buy‑in

  • Onboarding and learning

  • Some users need time to fully use the AI audit features and consoles
  • Smaller firms can feel they are not using 100% of the functionality at first

From a discount and spend-optimization angle, our internal data shows that:

  • XBert tends to deliver the most value for:
  • Multi‑client accounting and bookkeeping firms
  • Teams that already feel stretched on review and audit time

  • Best savings levers include:

  • Matching plan tiers to actual client volume and audit needs
  • Phasing rollout (start with the most complex clients, then expand)
  • Consolidating overlapping tools once XBert is embedded

Overall, Spendbase clients see XBert as a high‑impact tool for clean, reliable books and scalable workflows, with the main gap being awareness and adoption rather than capability.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. What discounts are currently available for XBert's Fast Track Onboarding Program?

The Fast Track Onboarding Program is currently discounted to $1,000, down from $2,000, for a limited time during your 14-day free trial.

2. Are there any discounts for annual subscription plans?

Yes, selecting an annual plan may offer a discount on fees in exchange for paying the subscription period in full upfront.

3. Does XBert offer any promotions for new clients?

XBert occasionally offers promotions for new clients; please check our website or contact support for current offers.

4. Is there a discount for referring new clients to XBert?

We appreciate referrals and may offer incentives; please contact our support team for details on our referral program.

5. Are there any discounts available for non-profit organizations?

XBert values non-profits and may offer special pricing; please reach out to discuss your organization's needs.

6. Can I get a discount if I connect multiple client files?

Yes, connecting multiple client files may qualify you for discounted rates; contact us to learn more about volume discounts.

7. Does XBert offer any seasonal or limited-time discounts?

XBert occasionally provides seasonal or limited-time discounts; stay updated by visiting our website or subscribing to our newsletter.

8. Are there any discounts for educational institutions using XBert?

Educational institutions may be eligible for special pricing; please contact our sales team to discuss available options.

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