How Lift works
Four steps. Same review point. Less prep work.
1
Connect your accounting system
Connect Xero now. Business Central supported.
Lift doesn’t replace your ERP. It prepares clean drafts inside it, ready for review.
2
Keep using the folders you already use
No portal. No inbox. No chasing.
Clients and teams drop files into their usual shared folders. Lift watches those folders in the background.
3
Drafts appear automatically
PDF attached. Line items captured. VAT and account coding suggested.
Lift reads the document, handles multi-page and multi-language cases, then prepares a review-ready draft in the ERP.
What you get
Draft created in the ERP
Source PDF attached
Line items kept (not collapsed into one line)
VAT treatment suggested
Account coding suggested
Audit trail preserved
4
Review and approve in the ERP
Same controls. Less prep work.
Your team reviews where they already work, fixes anything needed, then approves.