XBert - 'The gatekeeper for human error': Data Quality and Workflow Automation

Brendan Lucas, CA, spent nine years at PwC before honing his business ownership and management skills co-managing an accounting business partnership in Sydney. He is now the Founder and Managing Director of Next Dimension Accounting. Next Dimension focuses on two sectors – SMEs and NFPs. Their focus is to provide advice that makes a difference to peoples’ lives, introducing technology that is cost-efficient and effective, and utilising business experience that adds value. Using XBert makes this all the more manageable.

What XBert does for Next Dimension Accounting

With Brendan’s extensive management experience and robust (and growing) client portfolio, he knew Next Dimension would need to implement smart technology solutions. He wanted centrally located and documented consistent processes, with a powerful workflow system that could not just handle the current client base but would grow with the company.XBert’s Workflow tools give Brendan confidence that managers can be across the entire practice workflow at any given time.

“I know what we've got on and the tools are there for our team to manage their daily workflow, with management having oversight. Our new recruits can now hit the ground running, with a do list and documented procedures - something we haven't benefited from previously.”

In terms of staff management, Brendan is easily able to adjust the workflow using XBert’s Work board.

“The ability to look at workflow at short, medium and long term is great for when staff want to take holidays, to easily re-assign tasks in advance. Being able to make changes in bulk, along with the Templates assigned to different roles, has allowed us to update our workflow easily, as things always change.”

Implementing XBert’s AI Audit alongside the workflow tools has boosted productivity even further, saving the team time on managerial checks and giving them total confidence in the integrity of the data.

“I like to call it ‘the Gatekeeper for Human Error. It helps identify issues we would have potentially missed and gives us more confidence in the accuracy of our bookkeeping.”

Want to find out how XBert can be the gatekeeper for your practice? Sign up for a free 30 day trial here.