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
- 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
- Everything from Connect
- Marketing
- Activities and projects
- Leads and opportunities
- Documents
- Email integration
- Mailchimp integration
- Notifications
Amplify
$595 per month + GST
- Everything from Connect
- Net Worth App
- Client portal logins
- Moneysoft App
- Moneysoft enterprise licensing
- Documents App
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.
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
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
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








