Invoice automation for accounting firms managing client document intake

Lift helps accounting firms manage the preparation step between receiving client supplier documents and getting accounting output ready for review. It is designed for firms working across multiple clients, destinations, VAT policies and exception flows.

The page is broader than a single integration. Use it to decide whether Lift fits the firm operating model, then move into the shared-folder, SharePoint, Xero, Business Central or document-type pages for the route-specific detail.

A good first test is a client where the firm can compare prepared output against its normal bookkeeping standard and see which exceptions still need judgement.

One intake model across client work

Firms can use agreed client folders, SharePoint libraries or other controlled routes as the intake layer. The client keeps a simple document-sharing habit: they place files in the agreed location when they have them.

Lift then handles the preparation step after documents arrive. Each client route can carry the client, company, accounting destination, VAT policy and review context needed to prepare the right output behind the scenes.

Prepared accounting output, not another client portal

Lift is not trying to force clients into another portal. It works after the document-sharing step and prepares supplier invoices, receipts, credit notes, statements and payout documents for the accounting route used by each client.

That keeps the client-facing habit simple while giving the firm a more controlled preparation workflow before review, approval, export or submission.

Output routes that fit each client

Some clients may use Xero draft bills. Others may need configured Business Central workflows, structured Excel import files or bespoke handoffs agreed during implementation.

Lift treats the destination as a configured route, not a single fixed product output. Business Central routes should be shaped around the relevant tenant, company, vendor, account, VAT, dimension and review requirements before rollout.

Built for the exceptions that slow firms down

Firms do not lose time only on clean one-page bills. The work slows down when documents need interpretation, confirmation or routing.

Lift is built around multi-page invoices, mixed VAT, blocked VAT, reverse charge, foreign-language documents, multi-currency invoices, supplier statements, handwritten receipts, duplicates and rejected files.

Client-specific VAT, accounts and review

The same supplier document can require different treatment depending on the client's chart of accounts, VAT policy, destination system and review controls.

Lift helps the firm apply that client-specific context before the output reaches the reviewer, so the team is checking prepared accounting work rather than rebuilding it from the source file.