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Automation workflows built for accounting firms

Lenworks builds custom automation that eliminates repetitive manual work such as invoice chasing, client onboarding, and reporting so your team can focus on billable work.

    • No software to learn
    • Free 3 Slots Left

    Automates your most time-consuming workflows

    Invoice Chasing

    Automatically follow up on overdue invoices via email so your team never has to chase payments manually again.

    Data Entry & Sync

    Eliminate copy-pasting between tools. Data syncs automatically across Xero, your CRM, and spreadsheets

    Client Onboarding

    Streamline new client setupsend welcome emails, collect documents, and sync data without lifting a finger

    Lead Follow-up

    Automatically follow up with new enquiries at the right time, so no potential client falls through the cracks

    Report Generation

    Automatically compile and deliver monthly reports to clients, pulling live data directly from Xero or QuickBooks

    Document Collection

    Send automated reminders to clients for missing documents and track submissions without manual chasing

    Give your team back billable hours

    Lenworks automates the tasks eating into your team’s time: invoice chasing, data entry, and client follow-ups.

    This frees your staff to focus on higher-value work like client advisory and growing the firm. Less admin, more revenue.

    Onboard every client automatically

    Automation handles the entire client intake process, from welcome emails to document collection giving every new client a smooth, professional experience from day one.

    • Automated welcome and onboarding emails
    • Document collection with automatic reminders
    • Client data synced directly into your tools

    Tell us what to build & deliver

    We scope your highest-impact workflow in a free audit, then build and hand it over tested, documented, and ready to run without any technical knowledge needed.

    Book a Free Workflow Audit

    Cost-effectively build any software

    Packages
    Customize

    Starter

    $649/One-time For single workflow builds

    • 1 automation workflow
    • 3 revision round
    • 2-week delivery
    Get started now

    Growth

    $1,789One-time For firms ready to fully automate

    • 3 automation workflows
    • 60-day support included
    • Priority delivery
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    Retainer

    $1079/Per month

    For ongoing automation needs
    • Unlimited workflow builds
    • Maintenance & monitoring
    • Priority support
    Get started now

    Custom

    Let's talkNot a fixed price

    • Scoped to your exact needs
    • Price proposed after free audit
    • No commitment required
    Get a Free Quote

    Integrates with all popular tools

    We're offering limited free builds this month

    We’re looking for  accounting firms to automate one workflow for free in exchange for honest feedback and a testimonial.(Update: 3 Slots left)

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    Book a free workflow audit

    Tell us about your firm and we’ll identify your biggest automation opportunity no commitment required. We’ll be in touch within 24 hours.

    Send us an email:

    lennard@lenworks.com

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      Built for accounting firms

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      Automate invoice chasing in minutes