Integrations

Drag and drop your provider revenue statements into Feezily for simple, easy, and fast automatic provider file format detection and processing. When all of your revenue statements for the current … Continued

Connect WorkflowMax with Xeppo to streamline your workflow – you will enjoy everything you need to maximise your business performance. Data entered into WorkflowMax flows seamlessly into Xeppo to save … Continued

The Netwealth to Xeppo connection allows import of Clients and associated Holdings directly from the Netwealth platform giving practices direct insights into the data held with the Platform vendor as … Continued

Opex Revenue Insights provides a range of reports designed to support Xeppo users. Opex Revenue Insights is a Power BI template built specifically to connect to an existing Xeppo Practice … Continued

Xeppo and Opex work closely together to provide valuable tools and insights to leverage value. Opex’s Management Insights helps improve the financial services industry, with valuable metrics to make more … Continued

Netwealth in partnership with Xeppo is pleased to provide you the Netwealth Practice Insights Power BI template. Practice Insights as a result is designed to support Financial Planning organisations. Practice … Continued

Xeppo Insights provides a range of reports designed to support Xeppo users. Using Power BI templates built specifically to connect to an existing Xeppo Practice instance. Xeppo Insights as a … Continued

Xeppo integrates with Adobe Sign, a cloud-based e-signature service to expediate the process to send, sign, track and manage a digital signature solution quickly and efficiently.

If your practice uses esignature tool DocuSign, you can integrate your electronic signature process with Xeppo’s Document Automation process to send, sign and store your client documents automatically for a … Continued

Create a seamless client experience by connecting Xero Tax (for individual or company) with Xeppo to ensure data integrity, be a single source of truth for data entry and enable … Continued

Easily manage your accounting practice’s data with Xero Practice Manager and Xeppo’s integration to further increase efficiency in workflow processes and managing client relationships all within a cloud based system.

Integrate your client data from Xeppo with the AFSL App, managed by Opex Consulting. The AFSL App assists you with effective management of your advisor information. The app combined with … Continued

The Assent App is powered by Xeppo and provided by Opex Consulting. Formerly known as the FDS app, it helps fulfill your FDS obligations easily and provides greater peace of … Continued

Xeppo’s integration with revenue management systems PayLogic enables increased flexibility to help manage data and metrics for a holistic client experience with risk management strategies.

Unlock powerful business intelligence with Xeppo Insights, powered by Microsoft Power BI and Xeppo. Gain interactive visualizations and business insights in a easy to use dashboard and access ready-made reporting … Continued

Get your document management under control and improve business efficiency like never before with Xeppo’s SharePoint integration. A valuable feature in Xeppo’s Business Management toolkit that will allow you to … Continued

Xeppo connects with Xero (client) online accounting software to bring client data together in a single view that is up-to-date and provides a deeper understanding of your client by seeing … Continued

Easily manage client relationships and drive business opportunities with Xeppo and users of Xero Practice for accountants and bookkeepers Xeppo can push data from Xero to Xeppo’s sales and marketing apps … Continued

Xeppo’s integration with MYOB (AE and AO) provides a connection with your client instances to create efficiencies to save you time and money. Get a real-time view of your client … Continued

Xeppo’s connectivity with software AccountRight will provide a straightforward and streamlined process to better manage clients process and project types for greater efficiency.

Xeppo’s connection with AdviceOS, enables licensees to seamlessly integrate their client data with financial planning software AdviceOS to gain greater flexibility to manage their data to support their practice and … Continued

Xeppo’s integration with Revex, a provider of AFSL revenue management solutions ensures continuity with real-time client data management and strengthen client relationship.

Communicate with your client easily and run your email marketing campaigns with Xeppo’s integration with Mailchimp. The Marketing App will allow you to construct and manage your client marketing lists … Continued

Easily manage client data stored with cloud-based Licensee Management System CoMetrix to better manage monitoring, record keeping and manage workflow processes within the Xeppo environment.

Connect CAS 360 with Xeppo to integrate your client data to ensure a seamless and efficient experience.

Xeppo supports the ability to integrate the core capabilities of cashflow management software Moneysoft within the Xeppo ecosystem. Both practice user and client can share, add and maintain data sourced … Continued

Take care of your client’s document management, FDS, opt-in and revenue management with an integration with Worksorted and Xeppo to super charge efficiency.

Connect your client data from CommPay to Xeppo to automate and streamline revenue data for enhanced productivity within one core platform, Xeppo. Enjoy a seamless connection to stop wasting time … Continued

Easily manage client relationships and improve business efficiency with your connected client data in Xeppo and integrated with Mercury. Be empowered to control your data in a seamless client journey … Continued

Link your client communication with interaction management platform Podium and Xeppo to streamline customer relationship management and better manage the client experience.

Xeppo’s integration with award-winning AdviserLogic enables licensees to seamlessly integrate their client data with financial planning software AdviserLogic for enhanced fluidity to efficiently manage client data.

Does your client data reside within Xplan and you are looking to connect your financial technology tools for greater efficiency? Xeppo integrates with Xplan to really drive your practice forward … Continued

Xeppo connects with BGL Simple Fund 360 to bring data together into a single view of a client. This valuable information can then be used in a range of ways, … Continued

Modernise the way your practice manages business processes by connecting your client data with Class and Xeppo to unlock new opportunities and allow ease of use to capture accurate data … Continued

Connect your data securely from Flex to Xeppo to get powerful, real time access to your client data and enable powerful reporting functionality.

Connect your CCH iFirm’s platform with Xeppo to enable a consolidated view of your client data in a single view and unlock the power of big data, drive client relationships … Continued

Xeppo integrates with Sage HandiSoft to enable the capability to pull and consolidate data from different groups in accounting practices as well as wealth management, mortgage broking, and SMSF into … Continued

Connect your online accounting client data from MYOB Essentials with Xeppo to easily integrate data sources within a cloud-based system to streamline data management and integrated CRM.

Xeppo’s integration with Reckon APS will provide consolidated access to multiple client databases into one view and act as a single source of truth all managed within the CRM.