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Xeppo is a data integration tool that gives you a single view of your clients across multiple instances of Xero products and other core systems.

View data in one view

Xeppo is great for practices running multiple instances of Xero as it allows you to consolidate clients data into one view. This extends to Financial Planning, Lending, SMSF and more.

Use Xeppo to manage data consistency, data analytics and insights
Use Xeppo to identify service gaps and new business opportunities
Use Xeppo as a CRM tool to manage an integrated client experience.

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Xeppo + Xero

Xeppo will consolidate key client information in one database. This includes contact data, fees, relationships.

It allows you to create and update key contact information easily from one central location for all your bespoke solutions.

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Other popular integrations

Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Freshdesk
Customer Support

Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.

Plan Right
Staff Scheduling

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

Hubspot
CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.