Pricing plans to suit your needs

Whether your business is big or small, Xeppo can tailor a package to meet your exact requirements.

Your monthly licensing total is your number of user logins plus your chosen connectors and any apps you require. Volume discounts apply.

Connect

$295 per month + GST

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  • Up to 10 user portal logins
  • Xero connectors
  • Searching and views
  • Matching and grouping
  • Rankings
  • Data discrepancies
  • Data sync (two-way connectivity)
  • Security
  • API gateway
  • Knowledge portal
  • Helpdesk (ticketing support only)

Integrate

$595 per month + GST

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  • Everything from Connect
  • Marketing
  • Activities and projects
  • Leads and opportunities
  • Documents
  • Email integration
  • Mailchimp integration
  • Notifications

Amplify

$595 per month + GST

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  • Everything from Connect
  • Net Worth App
  • Client portal logins
  • Moneysoft App
  • Moneysoft enterprise licensing
  • Documents App

Enterprise

$895 per month + GST

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  • Everything from Connect, Integrate and Amplify

Add-ons

Additional logins: 11-50 users at $25+GST per month; 50-100 at $20+GST per month; 100+ at $15+GST per month.

Additional connectors: Add as many supported connectors as required; $100+GST per month, minimum fee per connector.

Excess clients: Each connector includes 5,000 client entry records, anything above this amount will incur a $0.02+GST per client, per month fee.

Power BI reporting: We can provide a suite of pre-build Microsoft Power BI reports connected straight to Xeppo for $100+GST per month.

Helpdesk: Standard email ticket support is included; however additional phone support will be charged. Please call Xeppo to discuss specific support for your practice.

Moneysoft Pro/Lite licensing: Connect your clients personal banking and investments via our enterprise Moneysoft pricing; $7+GST per client (minimum 20 clients) *requires Amplify package.

Setup

Site creation: No charges for standard setup, however additional connector setup fees may apply.

Training and consulting: A range of comprehensive self-paced learning guides available. Additional training and consulting services are available at an additional cost.

Connectors

File/Export (Outbound) Connector

AU$100/month

AdviceOS (Midwinter) Connector

AU$100/month

Class Super Connector

AU$100/month

CommPay Connector

AU$100/month

Connective (Mercury) Connector

AU$100/month

Moneysoft Connector

AU$100/month

MYOB AE/AO Connector

AU$100/month

MYOB AR Connector

AU$100/month

MYOB Essentials Connector

AU$100/month

Podium Connector

AU$100/month

Reckon APS Connector

AU$100/month

Revex Connector

AU$100/month

Simple Fund 360 Connector

AU$100/month

WorkflowMax Connector

AU$100/month

WorkSorted Connector

AU$100/month

WinBEAT Connector

AU$100/month

Xero Connector

AU$100/month

Xero (Practice) Connector

AU$100/month

Xero (Client) Connector

AU$100/month

XPLAN Connector

AU$100/month

CCH Connector

AU$150/month

HandiSoft Connector

AU$150/month

Xeppo is constantly developing new connectors, and can build custom connectors for less well-known systems

Apps

Customise and enhance your solutions with a range of powerful finance, marketing and sales apps.

Power BI API Gateway

Per practice fee

AU$150/month

Opex AutoFDS

Per practice fee

AU$295/month

Net Worth

Easy construct and track a clients total net worth

AU$295/month

Moneysoft App

Per client

AU$6.50/month

A range of easy to use solutions which leverage the power of Xeppo.

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

Companies we work with