Your business connected

In one convenient database, Xeppo connects:

  • Accounting
  • Wealth & Finance
  • Cloud Accounting
  • Personal Banking

Xeppo looks to help you tackle the key issues in your business

Know your business

Understand your client and their relationship with you.
Run your business

Bring your business operations together.
Grow your business

Unlock the cross-sell opportunities sitting in your business and drive leads.

Benefits & Features

Some key benefits and features about Xeppo that will change the way your business works.
Integration Engine
Collecting information on a continual basis.
Application Connectors
We connect and centralise your client data.
Cloud Infrastructure
We take your data seriously. Our solution is all located in Australia.
Matching & Grouping
Link and Group clients across your business quickly and easily
Staff Portal
Empower your staff with a single client view.
Control what staff and clients have access to.
Leads & Opportunities
Drive new business opportunities across your business with our Sales App.
Easily create targetted Marketing Lists and connect via MailChimp.
Client Portal
Engage with your entire business via one web portal.
Admin Portal
Easy to use tools to configure and administer your data warehouse.
Business Analytics
Query and report across your entire business data.

Quick Tour

Take a quick tour of how Xeppo brings all your data together.

Latest News

Fingers Crossed!

Great to be recognised as a finalist. Winner is announced 24th of February.