XBert

Software95% confidence

XBert is an AI-powered audit, data quality, and workflow management platform designed for bookkeepers and accountants, providing automated risk alerts, practice analytics, and workflow tools integrated with accounting systems like Xero.

Coffs Harbour, New South Wales, Australia
xbert.io

About XBert

XBert is an AI-powered audit, data quality, and workflow management platform built specifically for bookkeepers, accountants, and advisory firms. Integrated with cloud accounting systems such as Xero (and in some cases other ledgers, depending on your region and plan), XBert continuously scans client files to detect anomalies, data issues, and risk indicators. The platform also offers practice-wide analytics, task and workflow management, client dashboards, and collaboration tools so firms can standardize processes, reduce errors, and deliver proactive insights to their clients. XBert is operated from Coffs Harbour, New South Wales, Australia, and serves accounting and bookkeeping practices in multiple countries.

A charge from XBert on your bank or card statement typically relates to a subscription for their practice management and AI-audit tools. This may be a recurring monthly or annual subscription based on the number of users, entities/clients connected, or a selected plan tier, and it’s usually billed automatically until cancelled. You might also see a charge if you upgraded your plan, added new client files, moved from a free trial to a paid subscription, or purchased an add-on feature. In some cases, small temporary authorization holds can appear when you first add or update a payment method, which are released by your bank once the card is verified.

If you’re unsure why you were charged by XBert, start by logging into your XBert account and checking the Billing, Subscription, or Practice Settings area for invoices, plan details, and your next billing date. Confirm whether any colleagues in your firm created an account, connected client files, or activated a trial that has since converted to a paid plan. For further help, visit xbert.io and use the in-app support chat or contact form to reach their support team, providing the last four digits of your card, the charge date, amount, and any invoice numbers you can find. If you suspect an error, XBert support can review your account, clarify the charge, assist with cancellation going forward, and advise on any possible credits or refunds according to their billing policies.

Bank Statement Variations

1 known variations

These are the raw merchant codes that appear on bank and credit card statements that we've identified as belonging to XBert.

  1. XBERT PTY * XBERT SUBS +61458529857 AU

Frequently Asked Questions

Why am I seeing a recurring monthly charge from XBert on my statement?

A recurring charge from XBert usually indicates you have an active subscription for their audit, data quality, or workflow management tools linked to your bookkeeping or accounting practice. This is commonly billed monthly or annually, and may be tied to the number of client organizations, users, or the plan tier you selected. Log into your XBert account and check the Billing or Subscription section to see the exact plan and renewal date associated with the charge.

What are XBert’s typical subscription options and pricing structure?

XBert generally offers subscription plans for bookkeeping and accounting firms based on practice size and usage, such as the number of client entities connected, features enabled (risk alerts, workflow, analytics), and number of team members. Pricing is usually set on a per-organization or per-practice basis with options for monthly or annual billing. For the most accurate and current pricing, sign in to your XBert account or visit the Pricing section at xbert.io, as costs and inclusions can vary by region and plan.

Why was I charged by XBert after my free trial ended?

When you sign up for an XBert free trial and enter your payment details, the account is typically set to roll over into a paid plan at the end of the trial unless you cancel beforehand. If you didn’t cancel or downgrade before the trial expiry date, the system will automatically start your subscription and process the first payment. Check your XBert Billing page to confirm your trial end date, current plan, and whether any additional entities or users were added during the trial that affect the charge.

How do I cancel or pause my XBert subscription to stop future charges?

To cancel or change your XBert subscription, log into your XBert account with an administrator or practice owner profile, then go to the Billing, Subscription, or Practice Settings area. From there, you can typically downgrade, remove organizations, or cancel your plan so that it does not renew at the next billing cycle. Cancellation usually stops future billing but does not retroactively refund past charges, so be sure to review your next renewal date and save any needed reports or data before making changes. If you can’t see cancellation options, contact XBert support via xbert.io for assistance.

How can I request a refund or dispute a charge from XBert?

If you believe you were incorrectly charged by XBert, first verify your invoices and subscription history in the Billing section of your account. If something looks wrong—such as duplicate charges, an unintended upgrade, or a subscription that should have been cancelled—contact XBert support through the in-app help or the contact form at xbert.io with details of the charge (date, amount, and the last four digits of the card). The support team will review your account against their billing and refund policies and let you know whether a credit, partial refund, or account adjustment is possible. Remember that many SaaS providers do not offer refunds for unused time in a current billing period, but they can usually stop future renewals.

Why do I see a small or pending XBert charge that later disappears?

A small or pending amount from XBert (often very low value or shown as $0–$1 equivalent) is usually an authorization check your bank performs when you add or update a card on file. This is not an actual fee but a temporary hold to verify that your payment method is valid. These authorizations typically drop off your statement or are reversed automatically within a few business days, depending on your bank’s processing times. If a small test amount remains longer than expected, contact your bank and XBert support for clarification.

How can I confirm which XBert account or practice a charge belongs to?

If your firm manages multiple offices or entities, a single payment method might be used across several XBert workspaces, which can make it hard to match a charge to a specific account. Start by logging into any XBert accounts you own or manage and reviewing the Billing or Invoices section to see which one shows a transaction that matches the date and amount. If you still can’t identify it, contact XBert support via xbert.io, providing the charge details; they can securely cross-check the billing information and confirm which account or practice the payment is associated with.

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