Our pricing is designed to align with the value we deliver to you and your clients.
There are separate fees per user and for each audit file per client. Workflow functionality is included in the cost, whether or not you choose to use it.
XBert Practice Management (Client Workflows):
*includes FREE installation of XBert workflow templates
Seat-based pricing for you/your staff managing their day-to-day workflow processes via XBert Practice Management.
XBert AI Audit for your Client Files:
Activity volume-based pricing for your client files:
Plan | #Activities per month |
Micro | 0-100 |
Small | 101-250 |
Medium | 251-600 |
Large | 601-1500 |
Extra Large | 1501-4000 |
Enterprise | 4001-10000 |
For further details, please visit this page for pricing for Australia, South Africa and the UK.
How are Activities measured?
An Activity is any data entry in your accounting file that generates a journal entry, including Sales, Purchases, and Payroll Entries.
On annually paid plans, the Activity volume carries over and accumulates each month to even out busier and slower months throughout the year.
Activities are measured as the number of journal transactions recorded daily for a Client File. These transactions accumulate over the billing period and are tracked in the "Units This Period" column. At the end of the billing period, the count resets to 0.
What happens if a Client File exceeds its Activity volume limit?
If a file goes over the Activity volume limit for its plan for one month and by less than 100%, XBert will recommend an upgrade, but allow the file to stay active.
As an indication, the number in the Units This Period (Client Plans page) will turn red.
If a file goes over the Activity volume limit by less than 100% for 3 consecutive months, the system will lock the file and recommend an upgrade.
If a file goes over the Activity volume limit by 100%, the system will lock the file and recommend an upgrade.
On an annual plan, the above conditions have to be met and the file has to have used up the full annual Activity volume allocation of the plan before XBert will require an upgrade.