Xeppo
Recognized for ‘Excellence in Open Data’, Xeppo transforms Australian accounting practices through seamless integration with Xero Practice Manager and WorkflowMax. By centralizing client data in an intuitive interface, it automates workflows and enhances CRM capabilities, empowering firms to derive actionable insights, strengthen client relationships, and drive sustainable business growth.
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Top Xeppo Features
- Xero Practice Manager integration
- Real-time data analysis
- Intuitive data warehouse
- Auto-matching client data
- Unified client view
- Cloud-based financial insights
- Customizable CRM capabilities
- Advanced sales tracking tools
- Comprehensive reporting features
- Workflow automation tools
- Client relationship management
- Multi-source data aggregation
- Activity and project management
- User-friendly interface
- Power BI integration
- Enhanced business workflow efficiency
- Flexible tech stack integration
- Revenue insight generation
- Business growth facilitation
- Continuous system development
