Documents arrive
Lift picks up invoices, receipts, and bills from the folders or channels you already use.
Folder routes
Turn supplier documents into review-ready drafts where your team already works.
Lift takes invoices, receipts, and bills from the folders and channels you already use, then prepares them as Xero drafts, Business Central workflow output, structured Excel files, or another agreed handoff. Your team reviews or submits instead of retyping.
No new portal. No workflow rebuild. Just documents in, drafts out.
How Lift works
Documents in. Drafts ready for review.
Documents arrive, Lift prepares the draft, and your team reviews or exports through the route it already uses.
Lift prepares the draft
Supplier, totals, line items, VAT, and account suggestions are prepared before review.
VAT rulesReview where you already work
Send the result to Xero, Business Central, structured Excel, or another agreed route.
Why teams choose Lift
Prepared work, not another queue.
Collection, preparation, output, and review stay connected without asking teams to change where they work.
More than extraction
Lift prepares supplier, VAT, line-item, currency, and account context before review.
Validated by accountants
Lift is shaped by accounting-firm workflows where real reviewers check whether the output makes accounting sense.
Output-agnostic routes
The same preparation layer can feed Xero, Business Central, Excel import files, or another agreed flow.
No new portal
Clients keep using the folders or channels already agreed while the firm keeps control of review.
Real-world documents
Built for documents accountants actually review.
Long invoices, client VAT rules, and exceptions stay in the same workflow, so reviewers can judge the accounting result instead of rebuilding the entry.
Long invoices
Multi-page invoices, statements, receipts, schedules, and payout documents can stay in the same review path.
Client-specific VAT
Blocked VAT, reverse charge, mixed VAT, and partial reclaim can follow the agreed route.
Reviewable exceptions
Accountants can inspect unusual documents before anything moves through the agreed submission route.
Questions before a pilot
Short answers for teams deciding whether Lift fits their document flow.
What does Lift do?
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Lift turns supplier invoices, receipts, credit notes, statements and similar documents into review-ready accounting output. That may mean Xero draft bills, a configured Business Central workflow, structured Excel files, or another agreed handoff.
Where do documents come from?
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Documents can arrive through agreed intake routes such as shared folders, SharePoint or other controlled folder workflows. The goal is to keep collection simple while Lift prepares the accounting work after files arrive.
Where can the prepared output go?
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Lift can prepare output for routes such as Xero drafts, configured Business Central workflows, structured Excel imports, or another agreed process. The output route depends on the client, system and workflow.
Is Lift only for Xero?
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No. Xero is an important supported route, but Lift can also support configured Business Central workflows, structured Excel import files, and agreed handoff routes where appropriate.
Does Lift add another portal?
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No. Lift is designed to work with the document channels and accounting review process already used by the firm or finance team. The aim is to remove preparation work, not add another queue to manage.
Can Lift handle complex documents?
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Lift is designed for real supplier document flows, including long invoices, receipts, credit notes, supplier statements, utility bills, multi-currency invoices, foreign-language documents and documents that need manual confirmation.
Does Lift stay review-first?
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Yes, review-first is the default. Lift prepares the draft or structured output so the reviewer can confirm supplier details, dates, totals, VAT treatment, account coding and attachment before approval or posting.
Can Lift apply client-specific VAT and account rules?
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Yes. Lift can use configured client context such as VAT policy, tax mappings, chart of accounts, supplier treatment and review rules. Unclear cases should be flagged rather than forced through silently.
Who is Lift for?
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Lift is built for accounting firms and finance teams that regularly prepare supplier documents for review without wanting to add another portal or manual preparation queue.
Need more detail?
Practical guides for route design, VAT treatment, and complex documents.
Workflow
Accounting firm document workflow
How collection, preparation, review, and submission fit together across client work.
Read more
VAT
Client-specific VAT policy
How VAT treatment can follow the client route instead of reviewer memory.
Read more
Currency
Multi-currency invoice automation
How supplier and base-currency values can stay clear for review.
Read more
Comparison
Hubdoc vs review-first automation
When teams need prepared accounting work instead of another capture queue.
Read more
See Lift on your documents.
Keep review under your control and see how much manual work disappears.