Drop files. Get on with your day.
Lift handles invoice entry, account coding and VAT treatment in the background. Your team reviews prepared bills in its accounting system when ready.
1. Drop documents into the agreed folder
Clients and colleagues can drop files directly into their configured folder, individually or in bulk. Lift picks them up automatically. There’s no new portal to learn or processing session to wait through.
2. Lift prepares the accounting work
Lift reads the purchase against the business’s activities, supplied context and configured policies. It prepares suggested accounts and VAT treatment, with line detail matched to the agreed accounting policy.
Amounts and posting constraints are checked. Missing information and defined exceptions are flagged or routed for attention through the configured workflow.
3. Your team checks the proposed treatment
Review the source, supplier, amounts, suggested coding and any review notes. Xero bills arrive as drafts. Zoho Books bills are open bills, so the review point and their accounting effect must be agreed before processing begins. Business Central and custom workflows follow the setup agreed with your team.
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.
Our team sets up the background work
Getting started with Xero or Zoho Books takes a few minutes. Tell us what the business does in a sentence or two and authorise the accounting connection. Our team handles the folder setup, tax mappings and background processing, and helps establish the review steps.
You can add context to make the suggestions more useful: for example, whose expenses the business covers or how it treats a recurring purchase. Specific VAT policies can guide unusual cases; you do not need to write a policy for every scenario to get started.
Business Central and custom workflows can include custom field and dimension mapping, tailored output formats and delivery to other systems or processes. Tell us what information you need and where it should go; our team scopes the implementation and timing with you.
Choose the preparation that saves your team work
During onboarding, our team can enable automatic Xero tracking tags, department cost allocation by headcount percentages, and conversion of supported foreign invoices into your base currency using published ECB reference rates.
You can also choose standard or strict invoice validation. Strict validation adds checks for required invoice details, including VAT numbers where applicable, so incomplete documents are caught earlier. Explore Xero tagging and allocations, currency conversion and invoice validation.
Check the result in your system
See the details for Xero drafts, Zoho Books open bills or Business Central preparation. The review controls guide explains what the reviewer checks.
Try it on your own invoices
Start with a focused pilot using your own documents. See the prepared bills, compare the time your team spends and decide where to expand.