Xeppo is great for practices running multiple instances of Xero as it lets you 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.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.
Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.