Sign-off
See which months are ready to sign.
Each client's month lists what must be done before it can be signed and names who signs. Request sign-off in one step, and report packs never go out unsigned.
Hear first when it opens · Records stored in Sydney
What it does
A close you can stand behind.
For the accountant who signs, and the team that gets the month ready.
A named signer
Each month names the person who signs it, and they sign against a checklist.
Weeks reviewed as you go
Mark each week reviewed, so the month is ready when the signer is.
Packs never go out unsigned
Report packs wait for the signature, every time.
Questions
What practices ask first
No. Signing a month off stays a person's own act. Ask Lever can ask the named signer to sign.
Sign-off shows the Xero data as of its last sync, and says when that was.
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.
Know which months are ready to sign.
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.