Providing a complete view of all of a client’s moving financial parts in a single dashboard
Xeppo is a single source of truth for your financial services and accounting practice. Leverage the power of big data with your client information in a central interface, automating tasks, and improving business efficiencies. Real-time insights all in one place inspire business growth and revenue decisions.
With seamless integration to your tech stack ecosystem, Xeppo simplifies, automates, and supercharges your practice.
Customise and control your client data, meet compliance responsibilities, reduce administrative processes, unlock powerful reporting insights, and level up your automation.
When configured for Xeppo integration Feezily's submit button will read "Submit to Xeppo". After each monthly (or twice monthly if preferred) batch is completed simply click "Submit to Xeppo" to seamlessly transmit your processed data from Feezily to Xeppo.
For more info on Xeppo see: Xeppo website
With seamless integration to your tech stack ecosystem, Xeppo simplifies, automates, and supercharges your practice.
Customise and control your client data, meet compliance responsibilities, reduce administrative processes, unlock powerful reporting insights, and level up your automation.
When configured for Xeppo integration Feezily's submit button will read "Submit to Xeppo". After each monthly (or twice monthly if preferred) batch is completed simply click "Submit to Xeppo" to seamlessly transmit your processed data from Feezily to Xeppo.
For more info on Xeppo see: Xeppo website