Overview
The whole practice on one screen.
Every client's month, your team's workload and the work waiting on you, without opening a spreadsheet.
Hear first when it opens · Records stored in Sydney
What it shows
Know where every client's month stands.
For the practice owner and the production coordinator of a practice on Xero.
Every client's month
This month's close for each client, and which months still wait on a signer.
Team workload
Who is carrying what, so the work can move before a deadline.
The work queue
What needs your move next, in one list.
Questions
What practices ask first
Yes. Overview shows each client's month and each team member's open and overdue work, and each request shows what has come in and what is still waiting on the client.
No. Keep XPM for jobs, time and billing. Lever Up Practice Manager connects to your clients' Xero organisations and handles the requests, the chasing, the checks and the sign-off.
Records are stored in Sydney. Client emails pass through our email provider, and Ask Lever's answers are generated by our AI provider, which doesn't train on your data.
See the whole practice on one screen.
Join the waitlist, and our team sets it up with you when it opens.
14 days free, no card, one plan with every module · Records stored in Sydney
Questions first? Email us at hello@leverup.com.au.