See it
Not another job for your team.
It replaces the follow-up emails and the spreadsheet of who still owes what. Your clients’ organisations come in through Xero, and clients answer by email without logging in.
Open requests
Stop sending “just following up”.
Every client request on one screen: your move first, then overdue, then waiting on the client. When Sterling Print Works runs four days late, the reminders keep going out for you, up to five, and stop once everything is in.
practice.leverup.com.au
Overview
See each client and team member at a glance.
See where each client and each team member is at without opening a file: who has signed off this month, who is blocked, and whose work is overdue. A client who rings gets an answer on the spot.
practice.leverup.com.au
What joining gets
Hear first, start free, and get set up by our team.
Hear first when it opens
The waitlist hears first. When Lever Up Practice Manager opens, we email you the link to start.
14 days free, no card
Joining is free, and every practice starts with a 14-day free trial on one plan with every module. No card until you choose a plan.
Set up with our team
Your clients’ organisations come in when you connect them through Xero, so there is no spreadsheet to import. Our team sets it up with you.
Who it’s for
Accounting and bookkeeping practices of 1 to 50 staff, on Xero.
Practice owners and partners
Who need to see where each client and each team member is at, without opening every file, so a client who rings gets an answer on the spot.
Production coordinators, accountants and bookkeepers
Who want to see what each client still owes as each BAS period comes round, with the follow-ups sent for them and nothing falling through the cracks.
How it works
Three steps from here to your first requests.
- 1
Join the waitlist
Press “Join the waitlist”: you are on the list. No payment.
- 2
Start your free trial when it opens
We email you the link. 14 days free, no card.
- 3
Connect Xero, send requests
Connect your clients’ Xero organisations and send your first requests. Up to five reminders go out for each, and stop once everything is in.
Questions
Before you join.
Joining costs nothing. When it opens, you start a 14-day free trial with no card, on one plan with every module, and we email you the link.
The follow-up emails and calls, and the spreadsheet of who still owes what. It works with Xero: keep Xero Practice Manager for jobs, time and billing, and 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.
Yes. Every email has a one-click unsubscribe.
Join the waitlist. Hear first.
We email you when Lever Up Practice Manager opens, with 14 days free, no card, one plan with every module, and our team to set it up with you.