Your monthly licensing total is your number of user logins plus your chosen connectors and any apps you require. Volume discounts apply.
Starter
As part of any subscription you also get unlimited acccess to our online Support and Knowledge portal which contains articles and videos on how to make the most of Xeppo Core Features and Apps.
Features
- Xeppo Portal
- Searching and Views
- App Store
- Matching & Grouping
- Cloud Connectors
- On-Premise Connectors
- 3rd Party Connectors (requires API gateway)
- Users
- Teams
- Security Groups
- Data discrepancies
Xeppo Apps
- Rankings
- Leads & Opportunities
- Activity Management
- E-Mail Integration
- Projects
- Marketing
- Documents App
Support
- Helpdesk (ticket support)
- Helpdesk (phone support)
Set-Up
A set-up fee applies to every new installation of Xeppo. This fee varies depending on the number of clients, connectors and apps, as well as training requirements for users. A quote for set-up can be provided on enquiry.
Professional
As part of any subscription you also get unlimited acccess to our online Support and Knowledge portal which contains articles and videos on how to make the most of Xeppo Core Features and Apps.
Features
- Xeppo Portal
- Searching and Views
- App Store
- Matching & Grouping
- Cloud Connectors
- On-Premise Connectors
- 3rd Party Connectors (requires API gateway)
- Users
- Teams
- Security Groups
- Data discrepancies
Xeppo Apps
- Rankings
- Leads & Opportunities
- Activity Management
- E-Mail Integration
- Projects
- Marketing
- Documents App
Support
- Helpdesk (ticket support)
- Helpdesk (phone support)
Set-Up
A set-up fee applies to every new installation of Xeppo. This fee varies depending on the number of clients, connectors and apps, as well as training requirements for users. A quote for set-up can be provided on enquiry.
Premium
As part of any subscription you also get unlimited acccess to our online Support and Knowledge portal which contains articles and videos on how to make the most of Xeppo Core Features and Apps.
Features
- Xeppo Portal
- Searching and Views
- App Store
- Matching & Grouping
- Cloud Connectors
- On-Premise Connectors
- 3rd Party Connectors (requires API gateway)
- Users
- Teams
- Security Groups
- Data discrepancies
Xeppo Apps
- Rankings
- Leads & Opportunities
- Activity Management
- E-Mail Integration
- Projects
- Marketing
- Documents App
Support
- Helpdesk (ticket support)
- Helpdesk (phone support)
Set-Up
A set-up fee applies to every new installation of Xeppo. This fee varies depending on the number of clients, connectors and apps, as well as training requirements for users. A quote for set-up can be provided on enquiry.
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
