Connect your financial services and accounting data with Xeppo to unlock its full potential
Xeppo unlocks the power of big data with your client information on a single view interface, automate tasks that drive client relationships and the analysis of your data in real-time to drive business growth and revenue decisions.
Make an EnquiryXeppo integrates and manages big data to maintain accuracy, keep client data relevant and unlock potential.
See All FeaturesConnect Your Data
Xeppo connects your client data with your various financial software, to derive valuable insights into your business within a cloud-based environment.
Single View of Clients
Xeppo auto-matches your client data, continually collecting information from multiple sources and bringing it together into a single view of a client.
Manage Relationships with Ease
Improve business workflows with Activities and Projects and manage client's relationships with Xeppo's intuitive CRM.
Unlocking Opportunities And Insights
Xeppo's sales and marketing tools can help you track and manage opportunities across your client base while our reporting tools, including Power BI, can help you unlock revenue insights and growth.
Talk to us today
We'd love to help drive your business forward with Xeppo. For more information, please fill in your details and we will respond to you as soon as we can.