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See Your Financial Business Clearly with Xeppo and Power BI
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Xeppo to Power BI

See Your Financial Business Clearly with Xeppo and Power BI

Can Also be connected to 

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Tableau

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Data Studio

Excel

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Fabric

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Azure

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Snowflake

BigQuery

LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

Connect your Xeppo data to Power BI for a single, easy-to-understand view of your financial advisory or accounting firm. With intuitive dashboards and interactive reports, you can quickly review client portfolios, measure practice performance, and identify new opportunities. By integrating Xeppo data into Power BI, you’ll have the clarity and confidence to make better-informed decisions.

KEY FEATURES

  • Convert client, revenue, and practice metrics from Xeppo into straightforward visualisations

  • Gather all key performance indicators into one centralised dashboard

  • Combine Xeppo insights with data from other platforms for broader context

  • Use customisable filters to focus on the specific details you need

OTHER DATA SOURCES

Report Simple Gold Coat

Ready to transform your data into actionable insights?

Fill out the form, and our team will get back to you promptly to discuss how we can help.

1300 844 431

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

info@reportsimple.com.au

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