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Xeppo logo XeppoFinancial advice and mortgage broking software

AI automation inside Xeppo.

Keep Xeppo. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Practifi logoPractifiBasiq logoBasiqXero Practice Manager logoXero Practice ManagerFYI logoFYIOutlook logoOutlookMicrosoft Teams logoMicrosoft Teams
Product in action

One email in. Filed, tasked and answered.

AI automation for Xeppo means reviewed AI agents working inside Xeppo: filing documents to the right client, raising the task and drafting the reply. It works through Xeppo's own DATA schema, APP schema and Connector service account. Your data stays in Xeppo.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Xeppo and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Client opportunity summaries from approved Xeppo data✓
Accountant-to-adviser referral preparation✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
XeppoDone
OutlookDone
PractifiConnected
BasiqConnected
Xero Practice ManagerConnected
Iress XplanConnected
Explore connected software
First workflows

First workflows worth automating in Xeppo.

Each one has a trigger inside Xeppo, a reviewed AI step, and a person on the approval.

  • 01 Client opportunity summaries from approved Xeppo data
  • 02 Accountant-to-adviser referral preparation
  • 03 Client segment review and campaign briefing drafts
  • 04 Data quality exception lists across connected practices
  • 05 Relationship handover notes with source record links
Product-specific AI

AI workflows that speak Xeppo's language.

A referral workflow can combine consolidated client and financial data with approved opportunity and practice records, then prepare a clear accountant-to-adviser handover.

Access first

Xeppo API requests use either a connector-aware service account or a practice user, depending on the schema. Xeppo has rebranded to Netwealth Unify, so current branding and access must be confirmed before launch. Check the official integration documentation.

Xeppo modules we work inside
DATA schemaAPP schemaConnector service accountPractice userOpportunities
Often paired with

Software we build Xeppo workflows alongside.

Practifi logoPractifi AI automationBasiq logoBasiq AI automationXero Practice Manager logoXero Practice Manager AI automationIress Xplan logoIress Xplan AI automationFYI logoFYI AI automation
Where to next

Xeppo sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Xeppo AI automation, answered.

Can AI handle client opportunity summaries from approved Xeppo data in Xeppo?
Yes - this is one of the first Xeppo workflows Horizon AI builds. An AI agent watches for the trigger inside Xeppo, drafts the client opportunity summaries from approved Xeppo data, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Xeppo features like DATA schema and APP schema?
It works alongside them. Horizon AI builds against Xeppo's own capabilities - DATA schema, APP schema, Connector service account, Practice user - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with Xeppo?
Xeppo API requests use either a connector-aware service account or a practice user, depending on the schema. Xeppo has rebranded to Netwealth Unify, so current branding and access must be confirmed before launch.
Does Horizon AI replace Xeppo?
No. Xeppo stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Xeppo.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
The audit costs nothing

Put AI to work inside Xeppo.

Tell us the Xeppo job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.