Take on more clients with your existing team.
Cut the cost of delivering each client’s books. Lift automates invoice entry, account coding and VAT treatment across your portfolio, ready for your team to review.
Request a 20-minute demoNo documents or system access needed for the demo.
Grow your portfolio with less pressure to hire
Every hour spent entering invoices is an hour your team could spend serving clients. Lift takes on the repetitive preparation, giving your bookkeepers more capacity as your portfolio grows.
See what invoice admin costs your firm with the invoice processing cost calculator.
Each client’s books, prepared their way
One client expenses a purchase; another treats it as inventory or an asset. Lift uses each business’s activities, supplied context and configured policies to suggest treatment against its own chart of accounts.
Our team can enable the options each client needs during onboarding: automatic Xero tracking tags and department cost splits, standard or strict invoice validation, and conversion of foreign invoices into base currency. Your team gets the relevant preparation without repeating those steps for every invoice.
Stop repeating the same instructions
Share recurring guidance with our team, such as an account preference or a purchase that needs additional context. We configure those instructions so Lift can apply them in future processing, while your reviewers check the proposed entry.
Same purchase. Different purpose.
A supplier invoice for towels tells you what was bought. The business context helps explain how to prepare it.
- A guesthouse replaces guest towels
- With guest use confirmed and an expense policy configured, Lift can suggest the guest supplies account.
- A retailer buys towels to resell
- With resale confirmed, Lift can use the configured inventory or purchases policy when preparing the entry.
Illustrative example, not a customer result. Account names and VAT treatment depend on the business’s chart, configured policies and supporting facts. Your reviewer checks the proposed treatment.
Let clients upload. Review when you’re ready.
Clients upload when ready to their configured folders. Lift prepares files after arrival, using the relevant business setup. Getting started with a Xero or Zoho Books client takes a few minutes: a short description of their operations and an authorised connection. Our team handles setup; extra context and specific policies can refine the suggestions where needed.
Prepared work can go to Xero drafts, Zoho Books open bills or an agreed Business Central workflow. Review timing and accounting effects differ by destination.
Start from a prepared entry
Reviewers check the suggested account, VAT treatment, amounts and source evidence. Defined exceptions and review notes help them find missing information and uncertain treatment instead of rebuilding every entry from the document.
See how much capacity your firm could gain
See Lift in action and tell us about your portfolio. We’ll explore where automation could reduce costs and make room for more clients.
Explore the workflow
- Client-specific account coding See how context and recurring instructions guide preparation.
- VAT policy in practice See the facts and reviewer decisions behind a suggestion.
- Folders, preparation and review See daily use and what we configure during onboarding.