For bookkeeping practices
Know what each client still owes.
Lever Up Practice Manager asks each client for what the books need, follows up for you, and shows who still owes what, so nothing falls through the cracks.
Hear first when it opens · Records stored in Sydney
Built for bookkeepers
Clean books without the follow-up emails.
For bookkeepers who keep many clients on Xero.
Questions with the documents
Ask for the receipt and the answer in one checklist, with a Need by date.
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.
Ledger checks
Ledger checks for GST and BAS coding, reconciliation, ABNs and period integrity.
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. They get an email and reply with the documents or answers.
Up to five per request, at 10:00 am in your practice's time zone on business days: the day before Need by, on the day, then every three days. They stop once everything is provided.
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 the month on the books, 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.