We provide

  • A NZ based team of experts
  • Comprehensive Integration and Support
  • Ongoing Development
  • Bi-annual Conference
  • Training Resources



  • Do you provide health or social services?
  • Do you do case management?
  • Do you need accountability reporting?
  • Do you require the ability to report on outcomes?
  • Are you a Kaupapa Maori agency that uses Nga Pou?
  • Do you need to track and formulate client plans?
  • Do you require a rostering programme for staff?
  • Does your organisation require ACC functionality?
  • Do you want client payments to link into Xero?
  • Do you need to collect data while ‘on the go’?

If you have answered ‘yes’ to any of these questions, then Exess is the database for you! We provide secure, affordable client management software to manage your data.

Kaupapa Māori Integrated

We have a commitment to working with Kaupapa Māori services to support this specialised mahi in the community.

Exess has incorporated Ngā Pou functionality specifically for organisations working with tangata whaiora/whānau/rōpū who identify as Māori.

It has been designed to assist both the worker and client when exploring beliefs, values and experiences within a Māori context. The added dimension to attach a Māori Model of Practice supporting the intervention process provides an holistic approach leading Ngā Tangata towards achieving Tino Rangatiratanga.

Case Management

Exess provides a platform for professional collaboration of all of your case work. It combines the ability to track and monitor individuals and families together with powerful tools to enable your practice.

Large & Small Organisations

With Exess’ infrastructure and scalability, it is suitable for organisations of all sizes. Exess can grow with your organisation


The Exess reporting functions give you the ability to capture both qualitative and quantitative data on client outcomes so you can provide more professional, accurate and attractive information to funders and your governance body without a heavy administrative burden.

Mental Health

Exess gives you the ability to meet all PRIMHD reporting requirements to the Ministry of Health with a simple, logical approach that gives you push-of-a-button submissions and clearly identifies any errors you may have made in your data for easy repair.

Residential Services

The Exess platform allows you to record complex and robust client data which is suitable for long or short term residential settings, emergency housing, and foster care.

Counselling & Social Work

Exess is ideal for agencies that provide counselling and social work services. This will allow your practitioners to schedule appointments, map their client progress, complete your own assessment tools within Exess and create confidential casenotes.

SMS Text Messaging

Exess has the ability to send SMS text messages from the calendar appointments at any designated time before the appointment is due to take place. With Exess you can do bulk text messaging to clients to keep them up-to-date with any vital information.

Calendar Functionality

Exess has a fully integrated calendar that reflects client appointments that will allow you to:

  • Book clients, vehicles, and resources into an appointment
  • Automatically send an SMS reminder
  • Avoid booking conflicting appointments

Staff Files

Exess offers you the ability to manage staff files for all your paid, voluntary and contracted team members. Exess assists in performance managing with audit trails and live reporting data.

Xero API

Exess captures payments and links those through to Xero via an API.


Exess includes a staff rostering system for homecare, Mates & Dates, and other contracts or services where you are organising large numbers of staff across various rosters.


Quickly and easily manage both closed and rolling group participation covering everything from parenting or youth programmes, to mandated family violence programmes compliant with MOJ and Corrections.

Interested in finding out more?