XBert Capture

Snap, reply, send — sorted. XBert Capture is the simplest way to stay in sync with your accountant and spend less time on bookkeeping admin.

Stay on top of your bookkeeping, without the back-and-forth.

XBert Capture is the simplest way to stay in sync with your accountant or bookkeeper. Snap receipts, answer queries, and share documents straight from your phone — no more chasing emails, hunting for paperwork, or wondering what your accountant needs from you next.

Whether you're a sole trader, small business owner, or part of a finance team, XBert Capture turns bookkeeping admin from a weekly headache into a few seconds a day.

WHY XBERT CAPTURE

Your accountant uses XBert to keep your books accurate and up to date. When they need information from you — a missing receipt, a clarification on a transaction, or a document for a transaction they've spotted — it lands in Capture. You reply on the go, and your books stay clean.

KEY FEATURES

• Snap receipts in seconds — Take a photo of any receipt or bill and send it straight to your accountant. No printing, no scanning, no losing it in your wallet.

• Reply to accountant queries — Get clear, simple questions from your bookkeeper and answer them with a tap. No accounting jargon required.

• Share documents instantly — Upload invoices, statements, contracts, or supporting documents directly from your phone or photo library.

• Stay in sync, automatically — Every receipt and reply flows directly into your accountant's workflow. Your books are updated without you lifting a finger.

• Notifications that matter — Get a gentle nudge when your accountant needs something from you. No noise, no spam — just what's relevant.

• Track what's outstanding — See at a glance what queries are waiting on you and what's already sorted.

• Works on the go — Designed for busy people. Reply from a worksite, the back of an Uber, or between meetings.

WHO IT'S FOR

• Sole traders and freelancers who want bookkeeping off their plate • Small business owners juggling operations and finances • Tradespeople and field workers who collect receipts on the move • Finance assistants and admin staff submitting expenses • Anyone whose accountant uses XBert

HOW IT WORKS

Your accountant invites you to XBert Capture. You sign in and connect to your business. When your accountant has a question or needs a receipt, you'll get a notification. Reply, snap, or upload — and you're done. SECURE AND PRIVATE

Your data is encrypted in transit and at rest. We only share information with the accounting firm you've connected to — never with anyone else. Sign in is protected by industry-standard authentication.

BUILT FOR AUSTRALIAN BUSINESSES

XBert Capture is built in Australia and trusted by accounting and bookkeeping firms across the country. It works hand-in-hand with the XBert platform your accountant already uses.

REQUIREMENTS

You'll need an invitation from an accounting or bookkeeping firm that uses XBert. If your accountant doesn't use XBert yet, ask them about it — they'll thank you for it.

Less admin. Tidier books. More time for the work that matters.

Download XBert Capture and turn bookkeeping into a few taps a day.