For bookkeeping practices
The answers come in. The follow-ups stop.
Lever Up Practice Manager asks each client for what the books need, follows up for you, and shows who still owes what.
14 days free · No card needed · 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
50+ ledger checks: GST and BAS coding, reconciliation, ABNs, period integrity.
Questions
What practices ask first
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.
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.