Data Platform

Level up your practice. Centralise your data.

Store, control and love your client data, like never before.

Take control of your client’s data, that works best for your business. Transform the way you think, store, manage, control, and share data. Easily access your data within your own Microsoft Azure-based service.

The flexible, integrated, customised, single source of truth for your data. More control, less complications.

Store, control and love your client data, like never before.

Data informs business decisions

Benefit from unparalleled control over your client information without the cost and complexity of building and managing a data warehouse. Xeppo delivers a reliable and agile platform, helping connect to your chosen partners and solutions.

Purpose-designed for financial and accounting practices, operate freely with access to as many connections as you need.

Microsoft Azure (Australia)

Save costs, leverage your existing tech stack, welcome greater flexibility, and run your business more efficiently. Connect your practice to a trusted Cloud Computing Service with Microsoft Azure.

Xeppo Microsoft Azure integration
Xeppo has an open API

Open API

Easily connect to virtually any software application to improve transaction transparency, user content, and data security. Experience more autonomy running your data platform on an open API.

Instant integrations

Access over 25 business software connectors, ready for you to utilise. Finance, accounting, wealth, banking, compliance, SMSF, and documents – with more added regularly.

Xeppo has Ready to go integrations
Get started easily with Xeppo's data management tools

Data management tools

Leverage purpose-built tools designed to help you connect, manage and control client data. Improve operations and the customer experience with features such as client and group matching, searching and views, discrepancies, syncing, fee rankings, and analytics.

Real-time analytics

Unite your valuable client data with instant analytics to help inform business decisions, unearth opportunities, and support your clientele. 

Get immediate insights with real-time data analytics

Empower your practice with Xeppo's Data Platform

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice with data management technology.

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