Process Automation

Make giant leaps across business productivity.

Automate menial business activities to supercharge your efficiency

Save your practice countless hours by automating daily admin tasks and processes, freeing up time to concentrate on high-value services.

Liberate yourself from workflow and to-do weekly woes. Access our library of coded document and email templates to accelerate efficiency gains within divisions and across your entire practice.

Pre-Built templates

Not sure where to start with your process automation?  Save time to get your business up and running with these ready-to-go coded templates.

  • Take advantage of Xeppo’s sample library of coded templates that has been purpose-built for Financial Planning and Accounting practices. 

  • Templates are customisable to suit your practice and how you operate

  • Simplify time-consuming and complex processes. Access advanced coding capabilities without investing in external tech talent

Designate roles

Ensure practice-wide visibility for an interrupted client experience

  • Set participants and roles to easily identify who’s responsible for every activity – ensure clients are on track

  • Gain team-wide visibility to see who is responsible for activities in motion within a process – build team morale by celebrating wins!

  • Is one of your staff on leave or away sick? Pick up on their client processes to continue the journey without skipping a beat

Automate triggers

Triggers are super quick and easy to setup and initiate workflows in your processes

  • Kick-off a new process workflow with triggers in place to save you time

  • Create a new activity with triggers that can be customised based on the outcome of the activity

  • Trigger client emails to automatically generate, this makes sending general information to clients fast and consistent – practice-wide

  • Automatically generate documents when a trigger is actioned to save you file digging to edit and send in no time

Integrate with Document Automation

Imagine being able to generate coded documents and store in SharePoint automatically with just a few clicks! 

  • Enjoy an uninterrupted workflow with the ability to send your coded documents to clients for eSignature collection without snail mail

  • Automatically file signed client documents with Xeppo’s smart storage solution with SharePoint 

  • Experience a seamless process and document automation journey that your team will love and is sure to impress your clients

Systemise your practice with Xeppo’s Process Automation

Setup processes to automate repetitive tasks, and spend more time doing what you do best!

Ready to elevate your practice with process automation?

We’re real people with financial roots located in Adelaide, dedicated to helping you elevate your practice with a smarter process automation system.  

What our clients are saying

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