Xeppo

[Xeppo @xeppo_au]

What is Xeppo and what can Xeppo do for you?
KNOW your clients with our platform
RUN your practice efficiently with Xeppo's unique features
GROW your practice by identifying opportunities.
Email us for a free demonstration at [email protected]

#financialtechnology #data #xeppo

[Xeppo @xeppo_au]

📢 We’re excited to announce a new @netwealthInvest to Xeppo connector is now available. Financial planning & accounting practices can directly link to clients' data & unlock Xeppo’s intuitive CRM and data warehouse solution.

Find out more https://t.co/vkwGSStVp2

#data #finance

[Xeppo @xeppo_au]

The upcoming @austfintech Finnies award celebrates the success and innovation of the Australian #fintech industry.

Xeppo is honoured to be included in the shortlist for Excellence in Open Data this year. Goodluck to the other nominees and bring on the gala event!

[FinTech Australia @ausfintech]

1/1 Congratulations to the finalists for the category Excellence in Open Data, sponsored by @TrueLayer

@AdatreeHQ, @basiqio, @biza_io, @CodatData, @Yodlee, @Fiskil_, @frolloapp & @xeppo_au

[Xeppo @xeppo_au]

Easily manage workflows, and measure business metrics (such as FDS compliance) & revenue per client - this is how Henderson Matusch leverages Power BI reporting with their client data in @xeppo_au.

#powerbi #financialadvisors #financialreporting #financialplanning

[Xeppo @xeppo_au]

We started the day with a delicious spread to celebrate Australia's Biggest Morning Tea for @CancerCouncilOz.
This event helps raise much needed funds that go towards vital cancer research, support services, prevention programs & advocacy.

#biggestmorningtea #cancerawareness

[Xeppo @xeppo_au]

👋 Hey there Brisbane! Come and say hello to Costa and Nathan at the @Xero Roadshow. Discover how @xeppo_au can help your accounting practice simplify, automate, and grow!

#xeroroadshow #accounting #accountingsoftware

[Xeppo @xeppo_au]

We are delighted to share @xeppo_au is a finalist for @ausfintech 2022 Finnies Awards in the 'Excellence for Open Data' category.

Congratulations and good luck to the other #finnies2022 nominees!

#fintech #financialsoftware #opendata #australia

[Xeppo @xeppo_au]

Next stop at the Xero Roadshow - #Perth!

It's great to be out and about meeting people in person. Come visit the @xeppo_au stand and have a chat with our friendly team Kelly Zoppa and Tahlia Date!

#xeroroadshow #accounting #accountants #accountingsoftware

[Xeppo @xeppo_au]

Say hi to the friendly team at @xeppo_au for the #XeroRoadshow in #Adelaide today and discover how to level up your tech stack!

#Accountants #accountingsoftware

[Xeppo @xeppo_au]

Today we celebrate #InternationalGuideDogDay! Guide dogs play a big role in enabling people with impaired vision to be mobile & independent.

Our Developer is currently a Puppy Raiser for 1-YO Marco who joins us in the office training as an assistance dog & being a good boy!

[Xeppo @xeppo_au]

📢 Xeppo's integration with Xero Practice Manager (and WorkflowMax) will uncover time wastage, streamline efficiencies, and position accounting and integrated practices successfully for the future!

📖 Read about this latest integration at:

https://t.co/C7l0s59Pjd

#accounting

[Xeppo @xeppo_au]

Would you like to contribute to technology benchmarking for the advice industry? Complete the @netwealthInvest AdviceTech survey and have your say
https://t.co/TCqJeYLnq9

[Mike Taylor @mmmiketaylor]

As #netwealth and others have persistently pointed out #fintech adoption is a key for #financialadvice practices. #fpa https://t.co/5hexe40GT7

[Xeppo @xeppo_au]

@netwealthInvest's 2021 AdviceTech Report shows only 17.8% of businesses use technology to connect or integrate databases with 37.8% planning to implement this in the next 24 months. Enter @xeppo_au to help know, run, grow your client data with features for business efficiencies.

[Xeppo @xeppo_au]

The Wealth Designers were seeking to uncomplicate all current processes and create a more efficient system to future-proof the business. Enter Xeppo.

GM Graeme Hyland explains why they consider Xeppo their biggest competitive advantage.

Read: https://t.co/cOCwsEucSu.

[Xeppo @xeppo_au]

Could your financial planning & accounting technology do with an overhaul? Liberate your practice with our unrivaled agile technology platform!

Xeppo seamlessly connects with your tech stack ecosystem, simplifying, accelerating & supercharging your operations. [email protected]

[Xeppo @xeppo_au]

"Data is critical - and all the workflows that go with it is critical."

Graeme Hyland, General Manager from TWD, trusts Xeppo to help meet their compliance obligations.

You can rest assured your client communications are all captured to be audit-ready.

#finance #Financial

[Xeppo @xeppo_au]

Is 2022 the year your practice adopt cloud-based technology to help save time, centralise your client data & improve reporting capabilities?

Xeppo will fast-track you to greater efficiency! Visit https://t.co/QkTARsjm17 or email [email protected]
#finance #Accounting #fintech

[Xeppo @xeppo_au]

Hear from our own Paul Campbell, Xeppo's Managing Director, as he shares his journey and how Xeppo was founded to leverage client data to unlock its many opportunities for greater business efficiency.
In conversation with @mattheine from @netwealthInvest
https://t.co/Hp7OqTtLZp

[netwealth @netwealthInvest]

Hear Paul Campbell, Managing Director of @xeppo_au on why he founded data and business management platform Xeppo, the important role of data for business efficiency, and how practises can use their data in a more insightful way to unlock opportunities.

[Xeppo @xeppo_au]

In our last QBM and Christmas event, Michelle Bakjac, Psychologist, Wellbeing Coach from Bakjac Consulting inspired our team on the concept of 'Bouncing Forward.' Sometimes it is not enough to just 'bounce back' from challenges but learn how to 'bounce forward' from challenges.