For accounting practices
BAS is due. You know who still owes what.
Lever Up Practice Manager shows who still owes what across every client, follows up with them for you, and puts each month in front of a named signer.
Hear first when it opens · Records stored in Sydney
Built for accountants
Less chasing. A close that keeps its shape.
For the owner and the production coordinator of a practice of up to 50 people on Xero.
One request per client
Documents, answers and approvals in one checklist with a Need by date. Your client replies to the email.
Reminders that stop on their own
Up to five, at 10:00 am in your practice's time zone on business days, and none once everything is in.
A name on every month
A named signer signs against a checklist, and report packs never go out unsigned.
Questions
What practices ask first
Setup is a 60-minute session with our team to connect Xero, set your reminders and send your first requests. Your clients reply by email, with nothing to install, and XPM stays for jobs, time and billing.
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.
No. They get an email and reply with the documents or answers.
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.
Spend BAS week on the work, not the chasing.
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.