Data Analytics

Turn disparate data into business intelligence.

Powerful data that tells a story and guides your strategic decisions.

With real-time data insights across your core systems, you can grow, confidently. Data is your most vital asset today. Understand and interpret your data, discover hidden opportunities, solve problems, and utilise it to underpin your strategies.

Leverage Xeppo’s pre-built solution to enable data-driven decision making, specific to your financial or accounting practice.

Real-time business intelligence. Never fly blind.

Strategic planning and forecasting in your practice are made easy, with your client data in Xeppo. Unlock the powerful analytics reporting tool, drive business decisions and unearth new opportunities. Access pre-built templates to get the most out of your client data.

Demystify your data and uncover significant insights with the simple-to-use visual, interactive interface.

Xeppo Insights

Discover the true power of your data, with Xeppo Insights – an intelligent reporting tool and lens that highlights your revenue and wealth profiles. This feature is enhanced with Microsoft BI and available in the Apps store.

Ready-made templates

Get started with our pre-built templates to get the most out of your customer data, right now. Quickly identify business and sales analytics, without having to spend hours consolidating your data, trying to make sense of it.

Mobile friendly

Enjoy having insights and metrics anytime, anywhere, with Xeppo Insights mobile capabilities. Accessing your data analytics is easy, wherever you are – in a café or a boardroom client meeting working from home or away from your computer. Make empowered business decisions, without barriers.

Transform how you plan within your practice with Xeppo’s Data Analytics

We’re real people with financial roots located in Adelaide, dedicated to helping you grow your business with real-time, easy-to-understand data analytics.

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
My Fortress

Xeppo was one of the biggest changes for us in terms of business efficiency and business profitability, with much better outcomes than our previous CRM system. This has been the most significant outcome for our business

Caitlin-Archard Farry, Operations Manager
Henderson Matusch

The main benefit of implementing Xeppo is understanding what’s happening in our business so we can focus on the day-to-day. Now we’ve got a very good process to give us an overview to see what’s on everyone’s workload. We recommend Xeppo because it’s quite flexible once you understand what it can do.

Mike Jeffs, Senior Adviser & Director
Strategic Wealth

I would recommend Xeppo because it is easy to use and keeps surprising you on how much it can do for your business. Xeppo is recognised as a steady and reliable system that is constantly developing and living up to the vision of achieving goals on their roadmap.

Jasmin Loke, National Compliance, Operations and AFSL Manager
Wealth Market

If you want to look to the future for a fully integrated tech stack that links in to all your other systems to manage your business more efficiently and effectively. You got to use Xeppo, it's as simple as that!

Graeme Hyland, General Manager
TWD

Book a free Xeppo demonstration

We'd love to help drive your business forward with Xeppo. For more information or to have your questions answered, fill in your details below