See the big picture

Xeppo is a world-first financial advisory and accounting tool that unlocks the power of big data, driving client relationships and business growth.

Dig into your data

Xeppo gives you the ability to manage client relationships simply and drive business opportunities.

Xeppo - Dig into your data Learn More

Proud Winner of the

Investment Trends 'Best Business Management Application'
2020 Advice Tech Benchmark Report

Investment Trends - Best Business Management Application

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

Organises data

Automatically match and group data to save you time and money.

Learn More

What our clients are saying