Country for PR: China
Contributor: PR Newswire Asia (China)
Tuesday, May 17 2022 - 17:55
AsiaNet
Xeppo Liberates Australian Accounting Practices with Xero Practice Manager (and Workflowmax) Integration
ADELAIDE, Australia, May 17,2022 /PRNewswire-AsiaNet/--

Having revolutionised the way financial planning practices operate, Xeppo's 
(https://xeppo.com.au/accountants/) new Xero Practice Manager (XPM) 
announcement sings to the needs of accountants.

By connecting to Xeppo's next-generation data platform, accounting practices 
can uncover time wastage, streamline efficiencies, and improve margin. The 
two-way sync functionality frees users from having to leave Xeppo to timesheet 
for billable tasks.

The new time-tracking capabilities allows accountants to capture time against 
clients, groups, activities, and projects (workflows) in Xeppo's CRM. Rich with 
insights that are easy to interpret, this data informs a practice's business 
decisions.

Running Xeppo (https://xeppo.com.au/accountants/) with XPM, identifies where 
time is being spent and can be discovered in seconds.

"This integration helps accounting practices discern the time vs revenue 
equation, spot inefficiencies in workflows, rank fees, and command a bird's eye 
view of time across multiple service lines," Xeppo's Managing Director, Paul 
Campbell said.

"Powerful, digestible data will become their competitive advantage. Having this 
calibre of reporting analytics from Power BI with ready-to-go templates at 
their fingertips, takes away the guesswork when making strategic moves."

This latest integration targeted to accounting practices complements Xeppo's 
unchanged mission: a 'single source of truth' platform that informs and track 
revenue growth through client data.

Beyond Xeppo's key features, accounting practices will also enjoy the intuitive 
CRM solutions, smart processes, and document automation capabilities to really 
bolster efficiencies.

Xeppo's process automation and 'send it – sign it – store it' document 
automation solution free's up valuable time to super-charge efficiency and 
revolutionise both the financial planning and accounting industry.

Xeppo's SharePoint integration leverage existing tools such as Microsoft Office 
365, commonly used in a business's tech stack to maximise value and reduce 
operational costs.

Xeppo, along with XPM delivers a window into all divisions in a practice, to 
help accountants engage and maintain consistent, valuable client relationships. 
Intelligent processes, better margin, and an unrivalled client service – this 
is a new era for accounting practices, made possible with this marriage of 
technology.

Integration with Xero Practice Manager and WorkflowMax is now available. 
Discover how your practice can benefit from this new integration, email 
support@xeppo.com.au or visit www.xeppo.com.au/accountants.

About Xeppo

Xeppo is a next-gen data platform tool in the financial planning and accounting 
industry that connects practices with their client data to drive client 
relationships and business growth.

SOURCE Xeppo