##{"id":101568,"date":"2022-05-17T16:17:00","date_gmt":"2022-05-17T06:17:00","guid":{"rendered":"https:\/\/www.fnarena.com\/index.php\/2022\/05\/17\/xeppo-liberates-australian-accounting-practices-with-xero-practice-manager-and-workflowmax-integration\/"},"modified":"2022-05-17T16:17:00","modified_gmt":"2022-05-17T06:17:00","slug":"xeppo-liberates-australian-accounting-practices-with-xero-practice-manager-and-workflowmax-integration","status":"publish","type":"post","link":"https:\/\/staging.fnarena.com\/index.php\/2022\/05\/17\/xeppo-liberates-australian-accounting-practices-with-xero-practice-manager-and-workflowmax-integration\/","title":{"rendered":"Xeppo liberates Australian accounting practices with Xero Practice Manager (and WorkflowMax) integration"},"content":{"rendered":"

ADELAIDE, Australia<\/span><\/span>, May 17, 2022<\/span><\/span> \/PRNewswire\/ — Having revolutionised the way financial planning practices operate, Xeppo<\/span><\/a>‘s new Xero Practice Manager (XPM) announcement sings to the needs of accountants.<\/p>\n

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.<\/p>\n

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.<\/p>\n

Running Xeppo<\/a> with XPM, identifies where time is being spent and can be discovered in seconds.<\/p>\n

"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<\/i>," Xeppo’s Managing Director, Paul Campbell<\/span> said.<\/p>\n

"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<\/i>."<\/p>\n

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.<\/p>\n

Beyond Xeppo’s key features, accounting practices will also enjoy the intuitive CRM solutions, smart processes, and document automation capabilities to really bolster efficiencies.<\/p>\n

Xeppo’s process automation and ‘send it \u2013 sign it \u2013 store it’ document automation solution free’s up valuable time to super-charge efficiency and revolutionise both the financial planning and accounting industry.<\/p>\n

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.<\/p>\n

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 \u2013 this is a new era for accounting practices, made possible with this marriage of technology.<\/p>\n

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<\/a> or visit www.xeppo.com.au\/accountants<\/a>.<\/p>\n

About Xeppo<\/b><\/p>\n

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.<\/i><\/p>\n","protected":false},"excerpt":{"rendered":"