Application Connectors

A key feature of the Xeppo product is its range of connectors for financial services based cloud and on-premise applications.

A Xeppo Connector will load key client related data into the warehouse and regularly update this to ensure Xeppo has the most current information across all of your core systems.

Sync with other systems

Once you have all of the data centralised in Xeppo, you can also connect to other business solutions pushing the consolidated client data to other core business systems. This may be core systems, Sales and Marketing tools, or business analytics. The options are endless.

Its continuous!

Unlike other systems, once you have connected the system, Xeppo will maintain the link and continually update the data.

This ensures that the data in Xeppo is always current and relevant to you and your clients. That’s a first!

Your System Not on the list of Connectors?

We are continually developing new connectors, plus we can also build custom connectors for in-house or less well known systems.

Want to Connect to Xeppo?

If you are a software vendor and would like your product to be a part of the Xeppo community then we would love to talk to you.

Contact us today to find out more.

Connector Overview

Xeppo connects to both cloud and on-premise accounting solutions.

Key Data APS* MYOB (AE/AO)* Xero (inc. Practice Mgr and Workflow Max)
Clients
Yes
Yes
Yes
Key Firm Contacts
Yes
Yes
Yes
Relationships
Yes
Yes
Yes
Address
Yes
Yes
Yes
WIP
Yes
Yes
Hrs Only
Matters/Jobs
Yes
Yes
Yes
Invoices
Yes
Yes
Yes
Fees
Yes
Yes
Yes
Aged Debtors
Yes
Yes
Yes
Tax Returns
Yes
Yes
via Report
Documents
Yes (Virtual Cabinet)
No
No

On-Premise Connectors

APS and MYOB AE/AO are On-Premise connectors which requires the installation of components within your On-Premise environment.

The following points are the minimum requirements for the Xeppo On-Premise connector:

  • IIS server to host our ASP .NET Web Service application
    • 4GB RAM
    • Dual Core CPU
    • 200MB free disk space
    • .NET Framework 4.5
  • SQL Server 2012 or above to host our staging data
  • Up to 10GB free disk space depending on size of source system
  • db_owner, db_creator roles at a minimum
  • Access to the local application’s database(s)
  • A static external IP from your server so that we can lock down communication with Xeppo
  • Remote access to the servers for installation and configuration with server local admin permissions
  • RDP Preferred
  • Details of any proxies for outbound web service calls
  • Access to the IIS server from a public IP for inbound service calls (NOTE: we can provide workarounds if not this is not possible)

Xeppo can also connect to your clients Cloud Accounting instances given you a nightly snap show of their Profit and Loss, Balance Sheet and Cash at bank positions.

Key Data Xero MYOB AR MYOB Essentials
Income Accounts
Yes
Yes
No
Expense Accounts
Yes
Yes
No
Assets
Yes
Yes
Yes
Liabilities
Yes
Yes
Yes
Net Profit
Yes
Yes
Yes
Balance Sheet
Yes
Yes
Yes
Key Data XPLAN MidWinter CCUBE
Clients
Yes
Yes
Yes
Key Firm Contacts
Yes
Yes
Yes
Relationships
Yes
Yes
Yes
Address
Yes
Yes
Yes
Insurances
Yes
Yes
Yes
Holdings
Yes
No
Yes
Invoices
Yes
No
Yes
Assets
Yes
No
Yes
Liabilities
Yes
No
Yes
Cashflow
Yes
No
Yes

Xeppo has a standard connector as well as a Moneysoft App which allows your Clients to add and maintain personal banking accounts within the Xeppo portal.

Balances are updated nightly (account balances only).

Key Data Moneysoft
Bank Accounts
Yes
Credit Cards
Yes
Property Valuations
Yes
Investment Accounts
Yes
Industry Super Funds
Yes
Manual holdings
Yes

Payment files received from your AFSL or provider and can be easily uploaded into our system. This includes the loading of historical files to build up a revenue history.

Key Data CommPay WorkSorted Revex Connective
Clients
​Yes
Yes
Yes
Yes
Revenue History
Yes
Yes
Yes
Yes
Transactions
Yes
Yes
Yes
No
Key Data Class BGL Simple Fund 360
Clients
​Yes
Yes
Address
Yes
Yes
Assets
Yes
No
Liabilities
Yes
No
Holdings
Yes
Yes
Operating Statements
Yes
No
Contribution Limits
Yes
No
Members
Yes
No
Member Balances
Yes
No
Pension Details
Yes
No
Key Data Podium Connective AFG FLex
Clients
​Yes
Yes
Yes
Revenue History
Yes
Yes
Yes
Loan Balances
Yes
Yes
Yes