Integrates with your clients' accounting systems, starting with Xero
Synced through the day. Checked every hour. Alerts on new findings. No manual imports.
Connected
Coming soon
The problem
BAS is due, and you're still waiting on the same clients.
And nobody can say which of your people is chasing whom. The week goes on calls and follow-up emails for the same documents, while the work that's ready waits. Month-end packs slip, and sign-off runs into overtime.
Work out what chasing costs your practice.
The defaults are examples, not industry figures. Change them to match your practice.
38 hours a month
25 h chasing clients · 13 h tracking who still owes what
A$2,280 a month
A$27,360 a year
That's what chasing and tracking cost the practice today.
Join the waitlistWhy we built it
Built for practices whose teams are already at capacity.
Part of every week goes on keeping track: which client still owes an answer, who has which job, what slipped between two inboxes.
Our team has spent decades building banking, superannuation, payments and government systems, where a mistake costs real money. Your clients' data gets the same care.
- Records stored in Sydney
- Two-step sign-in for everyone
- Xero tokens encrypted per practice
How it works
Ask. Track. Sign off.
Ask
One request for everything you need.
Documents, answers and approvals in one checklist, with a Need by date. Your client replies to the email, with nothing to install.
practice.leverup.com.au
Track
See who's waiting on whom.
Every open request on one screen: your move first, then overdue, then waiting on the client. Up to five reminders go out at 10:00 am in your practice's time zone on business days, and stop the moment everything is in.
practice.leverup.com.au
Sign off
Know which months are ready to sign.
A named signer signs against a checklist, and report packs never go out unsigned.
practice.leverup.com.au
Ask Lever
Hand over the follow-ups.
Ask Lever does the work a person does on a screen, as that person, through the same buttons. Anything that sends or deletes waits for your confirm.
You ask
Remind everyone still waiting on October documents
Waits for your confirmYou ask
Send Kestrel Circuits a request for their October bank statements
Waits for your confirmYou ask
Show me who hasn't signed off October
Runs at once
Lever Books
What your clients see.
The requests you send, the receipts they owe you and their bank connections, in one place on their phone.
- Requests arrive in the app, and every answer goes back to you.
- Receipts from the camera, attached to the payment they belong to.
- Bank connections through Fiskil, under the Consumer Data Right, when the client chooses.
Home 
Request 
Receipts
Common questions
Straight answers.
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.
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.
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.
Cancel any time. Access runs to the end of the paid period, then the practice is read-only with all data kept.
Both.
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.