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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.
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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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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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Although Xero reviews each app in our App Marketplace, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.