Accounting teams should review the work, not build every draft by hand.
Lift prepares supplier documents from the folders and channels your team already uses. The output can become review-ready drafts in Xero, Business Central, Zoho, Odoo, Excel, or another agreed route.
- Drop the batch
- Lift prepares it
- Review the result
What if the folder sorted itself first?
Supplier documents arrive as a mix of invoices, receipts, duplicates, incomplete scans, and files that should not be processed. Lift separates the batch before accounting review starts.
Reading the file is not the same as preparing the work.
Upload, wait, fill gaps, check, post, repeat.
Upload, parse, review in a portal, export, repeat.
Drop the batch, let Lift prepare it, review the result.
Mixed folder
Invoices, receipts, duplicates, rejected files, incomplete scans, and supplier documents that need different treatment.
Prepared work
Valid drafts are ready to review. Files that do not belong are no longer mixed into the accounting queue.
Drop the batch. Come back to prepared work.
Lift works in the background. Reviewers do not need to pause every time documents arrive or wait inside another upload screen.
The right answer depends on more than the file.
Lift reads the business, the document, and each line together. That wider context helps account suggestions and VAT treatment fit the client instead of stopping at basic text extraction.
Business activity
The client’s work changes the right account and VAT treatment.
Document type
Invoices, receipts, bills, statements, and credit notes are not the same.
Line item meaning
Lift reads what each line represents, not only the printed words.
Account wording
Descriptions can guide firm or client preferences over time.
VAT should follow rules, not memory.
Lift can reflect client-specific VAT treatment and accounting nuance where needed. The point is not to claim every rule is covered by default. The point is that the system can be configured around the client.
Account descriptions can also nudge Lift toward specific account preferences, so minor firm or client preferences do not need a separate product workflow.
The work goes where your team already reviews it.
No extra portal. Prepared work is sent to the route your team already uses, with the source file attached and the review process still under your control.
Business Central
Zoho
Odoo
Excel
Agreed routeReview-ready draft
Built before the reviewer opens the work.
Try it on one real document folder first.
A good pilot should prove that preparation gets faster, review stays clear, VAT treatment fits, and output appears where your team already expects it.
What Lift ignored
Files that were not review work.
What Lift removed
Duplicates and files kept out of the queue.
What Lift prepared
Valid drafts ready for accounting review.
What changed
Manual checking avoided before review.
Questions before a pilot
Short answers for teams deciding whether Lift fits their document work.
What does Lift do?
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Lift prepares supplier documents for accounting review and returns the agreed output.
Where do documents come from?
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They can come from agreed folders, SharePoint, email routes, or other controlled channels.
Where can output go?
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Output can go to Xero, Business Central, structured Excel, or another agreed process.
Is Lift only for Xero?
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No. Xero is supported, but Lift can also support Business Central, Excel, and agreed handoffs.
Does Lift add another portal?
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No. Lift works around the channels and review process the team already uses.
Can Lift handle complex documents?
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Yes. Lift can handle long invoices, statements, utilities, multi-currency files, and foreign-language documents.
Does review stay with my team?
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Yes. Lift prepares the work so your team can check it before approval, posting, or export.
Can Lift follow VAT and account rules for each business?
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Yes. Lift can use VAT policy, account mappings, supplier treatment, and review preferences.
Who is Lift for?
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Accounting firms and finance teams that prepare supplier documents for review.
What should we test first?
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Start with one real client or company, one intake route, and one output destination.
Further reading.
Short guides for teams that want more detail on the decisions around a pilot.
View all guidesDocument flow
How files move from collection to review and output.
VAT policy
How treatment can follow the business, supplier, document, or line item.
Multi-currency documents
How supplier and base-currency values can stay clear.
Lift vs capture portals
Why prepared work before review is different from another queue.