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.
14 days free · No card needed · Records stored in Sydney
What it shows
Know where every client's month stands.
For the operations lead 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
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.
Start free for 14 days, and our team sets it up with you.
No card needed · Records stored in Sydney
Questions first? Email us at hello@leverup.com.au.