Our pricing is designed to align with the value we deliver to you and your clients.
There are two separate fees:
A per-user fee for you and your staff using XBert.
A plan for each client, which depends on how much of XBert you want working on that client.
The per-user fee
A per-user fee covers you and your staff managing your day-to-day workflow processes through XBert Practice Management.
Workflow functionality is included in the cost, whether or not you choose to use it.
This includes XBert's workflow automation with free templates. You can build recurring, automated task workflows for BAS, GST and VAT review, payroll, month-end, annual returns and any other service. Set it once, and XBert runs it.
What you pay per client
Every client sits on one of three options. They build on each other, so each includes everything before it.
Option | Plan | Cost |
Manual | None | None |
Workflow AI | Nano | A flat price per client per month, with no activity limit |
Financial AI | Micro, Small, Medium, Large, Extra Large or Enterprise | Based on the client's activity volume |
Manual
If you only need to manage a client's tasks, deadlines, templates and workflows, and you do not need XBert working on their financial data, you can add them as a Manual client at no cost. These are often called workflow-only clients, because they have no accounting ledger connected.
Workflow AI
Is the paid step up for a client with no ledger. It runs on the Nano plan, a flat price per client per month with no activity limit, and adds XBert's AI to your practice work: MCP access, workflow automation, practice agents for capacity and deadlines, and XBert Intelligence.
Financial AI
Is for clients whose accounting ledger is connected to XBert. This is where XBert works on real transactions, and it is the only option priced by activity volume.
Financial AI plans and activity volume
Once a client's ledger is connected, their plan is determined by the average number of journal entries processed per month, so pricing corresponds to the level of activity and usage of the service.
Per-Client Data Plans | #Activities per month |
Micro | 0-100 |
Small | 101-250 |
Medium | 251-600 |
Large | 601-1500 |
Extra Large | 1501-4000 |
Enterprise | 4001+ |
This activity ladder applies to Financial AI clients only.
How are Activities measured?
An Activity is any data entry in your accounting file that creates a journal entry - such as Sales, Purchases and Payroll entries - along with any later changes or edits to those entries.
It's not just bank transactions: edits to existing data are also tracked by XBert and added to the count.
On annually paid plans, the activity volume carries over and accumulates month to month, evening out busier and quieter periods across the year.
Activities are counted as the number of journal transactions recorded each day for a client file. These activities accumulate over your billing period and are tracked in the Activities column in your Client Plans page.
At the end of the billing period, the count resets to 0.
Pricing is based on your level of activity - not on the number of issues or audits XBert flags.