Xeppo

    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.

    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.
    Explore all features of Xeppo
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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.

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    Get this app
    Made by Xeppo
    Added in 2019

    Countries

    Australia, New Zealand

    Languages

    English

    Support

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    Contact

    1300 131 152

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