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.
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not yet reviewedListed for
5 years
March 2019Key functions
Accountant tools
ReportingOverview
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.
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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.
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Additional info
Countries
Australia, New ZealandLanguages
EnglishSupport
Setup walkthroughIntegration walkthroughContact
1300 131 152Follow
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