Xeppo is a data integration tool that gives you a single view of your clients across multiple instances of Xero products and other core systems.
Rating
None
not yet ratedReviews
0
not yet reviewedListed for
5 years
March 2019Key functions
Accountant tools
ReportingXeppo can help your business
Manage operations
- Maintain client contact details
Reporting
- Internal reporting (not for compliance purposes)
Marketing
- Create and execute marketing strategy
Changes in business
- Mergers and acquisitions
Help and advice for business
- Business insights
Overview
Xeppo is great for practices running multiple instances of Xero as it allows you to consolidate clients data into one view. This extends to Financial Planning, Lending, SMSF and more.
- Use Xeppo to manage data consistency, data analytics and insights.
- Use Xeppo to identify service gaps and new business opportunities
- Use Xeppo as a CRM tool to manage an integrated client experience.
Play Video, opens in a dialog
Xeppo + Xero
Xeppo will consolidate key client information in one database. This includes contact data, fees, relationships.
It allows you to create and update key contact information easily from one central location for all your bespoke solutions.
Getting started
Sign up for Xeppo and then connect your Xero sites. Xeppo will then upload client and related data.
Reviews & ratings
This app has no reviews yet. Log in to leave a review
Additional info
Countries
Australia, New ZealandLanguages
EnglishSupport
Setup walkthroughIntegration walkthroughContact
1300 131 152Follow
TwitterFacebookLinkedInGet started with Xeppo
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.