For accounting firms · Malaysia-first

Manage 5× more clients with the same team.

lever.ai is the AI workflow layer above your ledgers. It categorizes, reconciles, drafts e-invoices, and runs month-close — so your firm can grow headcount-free, keep margins, and give SME clients clean books in real time.

✓ Connects to Xero✓ LHDN MyInvois certified✓ SOC-ready
lever.ai — Firm Cockpit
IN PROGRESS
READY FOR REVIEW
COMPLETED
Categorize Transactions
U
Review the daily bank feed for Tanjung F&B.
B
I processed 34 transactions from the Xero feed. 32 mapped to existing rules with >95% confidence.
B
I flagged 2 anomalies for your review. The Facebook Ads spend is 3x higher than the 6-month trailing average. Should I categorize it as usual?
Analyzing ledger patterns and referencing past client memory...
Ask The Bookkeeper to clarify or modify...
ledger.csv
rules.json
Date
Description
Category (Predicted)
Amount
Apr 19
Stripe payout · USD
Revenue · Online
RM 4218.02
Apr 17
Facebook Ads
Marketing · Digital
-RM 720.00
Apr 16
Unknown vendor MY8201
Review needed
-RM 432.00
Apr 15
BHPetrol — fleet
Vehicle · Fuel
-RM 198.20
The problem

Firms are drowning. SMEs are paying for it.

Malaysia has ~40,000 accountants serving 1M+ SMEs. MyInvois, SST, and year-end work are crushing firm capacity — juniors spend 70% of their time on data entry that the market has stopped paying for.

70%
of junior staff time lost to categorization & reconciliation drudgery
3wks
Typical delay to close a client's books every month
RM10K/mo
What SMEs pay for a finance function that's mostly manual
200K
SMEs now forced to digitize under LHDN's e-invoice mandate
What's broken

Digital tools digitized the work. They didn't remove it.

01
Ledgers silo the work
Xero, SQL Account, AutoCount, Bukku — every client sits in a different system. Staff context-switch all day.
02
Categorization still manual
Rules engines only cover obvious vendors. The long tail falls to humans, every single month.
03
Compliance is a fire drill
MyInvois UBL 2.1, SST 4-tier, BNM exchange rates — a spreadsheet marathon the week of filing.
04
SMEs chase their accountants
Books close 3 weeks after month-end. Owners fly blind on cash — and blame the firm.
How it works

One AI layer. Every client ledger.

lever.ai sits above your existing ledgers — Xero today, more coming — and runs the full pipeline from source document to filed return. Your team becomes the reviewer, not the doer.

01

Connect ledgers

One-click Xero connect. CSV and bank feeds for SQL / AutoCount. All clients show up in one cockpit — no migration.

XeroSQLCSV
02

AI agents run the work

A specialist team handles bookkeeping, indirect tax, close, and client comms. A router decides who picks up each task.

router
03

Humans review, don't do

Confidence bars, inline edits, single-click accept. Your team's job shifts from data entry to judgement.

conf 92%Accept
04

Books close on time

Reconciled, compliant, delivered. MyInvois submitted, SST calculated, reports ready — every month, in days not weeks.

day 1day 3closed
The AI team

A flat team of specialist agents. You're the partner.

Not one general-purpose bot. Eleven specialist agents, each trained on one discipline — coordinated by a light router. Hover to see what each one does.

BK
Bookkeeper
Categorize & reconcile
Reads transactions, assigns accounts, matches bank vs book entries, flags exceptions for review.
IT
Indirect tax
SST & e-invoice
4-tier SST, MyInvois UBL 2.1 submission, keeps your e-invoice compliance green.
CT
Corporate tax
CP204 & Form C prep
Collates figures, flags deductibility issues, drafts estimated tax.
PR
Payroll tax
PCB / EPF / SOCSO
Monthly payroll deductions reconciled to ledger and LHDN.
WH
Withholding tax
S109 non-resident
Detects withholding events, drafts forms, tracks deadlines.
CL
Close / Controller
Month-end close
Runs the close checklist, drafts the narrative, surfaces blockers before they bite.
AP
Audit prep
Workpaper builder
Assembles audit schedules, ties balances, pre-answers auditor questions.
CX
Client liaison
Chase & brief
Nudges clients for receipts, sends weekly briefings, keeps communication tidy.
ON
Onboarding
Cold-start & cleanup
Takes a messy first-month ledger and delivers a clean chart of accounts.
SC
Secretarial
SSM & filings
Tracks statutory deadlines, drafts board resolutions, keeps registers updated.
AD
Advisory
Insight & forecast
Cash-flow narratives, margin alerts, forward-looking briefings for the firm partner.
Router
Task dispatcher
Decides which agent picks up each task, escalates to humans on low confidence.
Product tour

Click through the operator's view.

Five surfaces your team uses every week. Pick any tab — the panel on the right reflects what you'd see in-product today.

Tanjung F&B · April 2026

AI categorization

128 auto · 9 review
Date
Payee
Category
Amount
Conf
Apr 19
Grab Food
Meals · Staff
-RM 86.40
98%
Apr 19
Stripe payout
Revenue · Online
RM 4,218.02
96%
Apr 18
DiGi postpaid
Utilities · Mobile
-RM 148.00
94%
Apr 18
Tanjung F&B
Revenue · Wholesale
RM 18,420.00
99%
Apr 17
Facebook Ads
Marketing · Digital
-RM 720.00
97%
Apr 16
Unknown MY8201
Review needed
-RM 432.00
46%
92% auto-accepted6% pending review2% low confidence
3-min walkthrough

See a partner run a 150-client firm in real time.

Walkthrough
03:12
lever.ai / firm / bookkeeping
LIVE
[ replace · recorded firm walkthrough ]
Margin calculator

What leverage would do for your firm.

Drag the sliders. The math assumes 90% auto-categorization, 70% less reconciliation time, and zero headcount added.

80
10300
6.0
220
65
25200

Your estimated annual uplift

Hours reclaimed / year
4,032
Additional clients capacity
+56
Cost avoided (staff time)
RM 262,080
Annual margin uplift
RM 262,080
Book a walkthroughWe'll share a tailored model for your firm's client mix during the demo.
Compliance & trust

Built for Malaysia. Starting with the hard parts.

MyInvois UBL 2.1, four-tier SST, BNM exchange-rate sync, PDPA-aligned data handling, and per-firm data isolation by default. Compliance is in the foundations — not an afterthought.

LHDN · MyInvois

E-invoice production-ready

UBL 2.1 schema, sandbox validated end-to-end, production cutover on go-live. Every invoice carries the LHDN UUID.

Sandbox: 100% first-attempt pass · 312 invoices
SST · 4-tier engine

SST done right

5%, 6%, 8%, 10% rules baked in. SST-02 return draft auto-built from the ledger. Exemptions are honored, not hard-coded.

Aligned with MOF 2024 rate schedules
Security

Per-firm isolation

Postgres RLS, JWT claims scoped to firm, signed URLs on every receipt, quarterly pen-test cadence. No cross-tenant surprises.

Audit-ready control list · PDPA aligned
Pricing

Practice-Scale Pricing

Built to grow with your accounting practice. Low entry barrier, high scale leverage.

Solo Pilot

Solo Pilot

RM 99/mo
Up to 5 clients included.
  • The Bookkeeper Agent
  • Xero & Bukku Connect
  • SST-02 Return Drafts
  • MyInvois LHDN Sync
  • Daily Digest Reports
Start Pilot
Most Popular

Standard Practice

RM 299/mo
Up to 15 clients included. +RM 45/SME expansion.
  • Full AI Specialist Team
  • The Finance Manager (Reports)
  • The Liaison Agent (WhatsApp)
  • Team Dashboard (3 Seats)
  • Prioritized Processing
Book a Demo
High Volume

Growth Practice

RM 799/mo
Up to 50 clients included. +RM 35/SME expansion.
  • Unlimited Team Seats
  • White-labeled Reports
  • Xero Practice Manager Sync
  • Bulk Client Onboarding
  • Priority Support SLA
Talk to Sales

* All pricing is tax-exclusive. Xero/Bukku subscriptions required for connected-mode clients.

FAQ

Answers to the real questions.

Still have one? Ask on the demo →

Do I have to migrate clients off Xero / SQL / AutoCount?+

No. lever.ai sits above your existing ledgers. Xero is the first connected-ledger execution backend; SQL Account and AutoCount are supported via CSV and expanded feed support over time. You can also operate fully inside lever (lever-native mode) when you prefer to consolidate.

What's the accuracy of AI categorization?+

In pilot firms we hit 90%+ after ~30 days of client history. Every transaction carries a confidence score and a review lane for low-confidence edges. The system learns from every correction via the client memory layer — so it gets better, per client, every week.

How do you handle LHDN MyInvois?+

UBL 2.1 generation from the ledger, validation, and submission to LHDN. We ran 312 invoices end-to-end in sandbox with 100% first-attempt pass. Production cutover is part of Phase 3b, live for pilot firms at go-live.

Where does my data live?+

Supabase Postgres in Singapore with Row Level Security. JWT claims scope every request to your firm; receipt files are served via backend-mediated signed URLs. PDPA-aligned handling, audit log on every mutation.

What's the pricing to the firm?+

We charge a flat monthly practice fee starting at RM 99 for our Pilot tier (up to 5 SMEs). Our most popular plan is Standard Practice at RM 299/mo, which includes 15 SME clients. Each additional SME beyond the included capacity is billed at RM 35–45/mo depending on your tier.

Can SMEs subscribe without a firm?+

Lever is designed as a partner-led platform. While we support direct SME operation, our primary distribution is through our Partner Firms who provide professional oversight. If you are an SME owner, we recommend onboarding through a Lever-certified firm to get the most value out of our AI team.

5 design partner slots · Malaysia

Turn your firm into a leverage engine.

A 30-minute walkthrough with one of our founders. We'll plug your client mix into the margin calculator and show the exact workflows your juniors stop doing on day one.

Kuala Lumpur · Singapore · support@lever.ai