Dig into your data
Xeppo gives you the ability to manage client relationships simply and drive business opportunities.Learn More
Companies we work with
Features to help you know, run and grow your business
Xeppo gives you the ability to simply manage client relationships and drive business opportunities.Learn More
Single view of clients
All of a client’s financial data pulled together into a simple, easy to use dashboard.Learn More
Collates data from multiple sources
Connect data from a wide range of cloud and on-premise finance applications.Learn More
Manages relationships with ease
Manage client relationships automatically.Learn More
Drives new business
Xeppo can automatically identify business leads.Learn More
Secure and accessible
Gold standard security protocols ensure your data is safe.Learn More
Automatically match and group data to save you time and money.Learn More
What our clients are saying
For a professional services firm to deliver on the client promise, information is key. If you don’t have easily accessible, accurate information you are flying blind. For us it has been like a blindfold has been removed.
Aubrey Roga, Executive Director and Chief Executive Officer
Scholten Collins McKissock
Xeppo has allowed us to generate opportunities across our entire client database to increase the uptake of all services offered by the business.
Ian Bowrey, Chief Financial Officer
Dalle Cort Group
Before we implemented Xeppo is was extremely difficult to get a clear picture of workflow and our overall group sales pipeline. With Xeppo, we finally have a single view of our diversified business.
Mark Aranjo, Director
Grimsey Wealth (NSW) Pty Ltd
Other products provide a solution from an integrated CRM system, however Xeppo’s automatic data feeds from Xplan and Xero enable us to access accurate data on our clients in a parent software. In addition, the various apps available on Xeppo improve our business efficiencies to achieve scale and still provide a personalised and tailored service.
Anthony Lyon, Managing Director
Insight Investment Partners