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
๐ข Weโre excited to announce a new @netwealthInvest to Xeppo connector is now available. Financial planning & accounting practices can directly link to clients' data & unlock Xeppoโs intuitive CRM and data warehouse solution.
Find out more https://t.co/vkwGSStVp2
#data#finance
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!
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
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!
๐ข 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!
๐ Read about this latest integration at:
https://t.co/C7l0s59Pjd
#accounting
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
@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.
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.
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]
"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
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
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
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.
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.