Spend less time entering bills in Xero.

Start with the bill already prepared

Lift creates the draft from the invoice and your business context. Your team checks the result in Xero, with the following details already prepared:

• Supplier/contact matching
• Invoice or receipt date
• Due date and payment details where available
• Currency and totals
• Line-level amounts and descriptions
• VAT/tax treatment suggestions
• Account coding suggestions based on the business’s accounting context
• Source document attachment
• Notes where review is needed

Stop tagging every invoice line by hand

Prepare the tracking options alongside the invoice coding, so your team spends less time tagging each line in Xero. Our team configures the categories and rules around how you report on the business during onboarding.

Split shared costs across departments

Lift can distribute invoice lines using department headcount percentages and apply the corresponding tracking options. We set up the split and any supplier exceptions with you, so recurring shared costs arrive allocated.

For example: with a configured 60/40 allocation, a €100 shared cost is prepared as €60 and €40 against the relevant departments. Your team reviews the split alongside the rest of the draft.

Foreign invoices, prepared in your base currency

Lift can convert supported foreign-currency invoices before preparing the Xero draft, using published ECB reference rates and recording the conversion details for review. Where base-currency bills suit your workflow, this can avoid upgrading Xero solely to handle those invoices.

See how base-currency conversion works, including the difference from keeping foreign-currency balances in Xero.

Choose the invoice checks your business needs

Standard validation checks the information used to prepare the entry. Strict validation adds invoice requirements such as an issue date, an invoice reference and both parties’ VAT numbers where applicable. Our team enables the approach you need during onboarding. See the validation and review controls.

Review-first by default

Lift prepares accounting data for review before posting. The default workflow is to prepare the draft so the reviewer can confirm the accounting treatment before approval or posting. Direct submission is a route-level decision for firms that have tested the workflow and want that control model.

Works with the intake habits clients already use

Clients do not need to learn a new portal just to send documents. They can continue using an agreed folder or SharePoint route. Lift prepares the accounting step after the files arrive and attaches the source document to the draft, so reviewers can check the evidence from inside Xero rather than switching back to the intake folder.

Prepared notes beside the draft

Lift sends supported review notes to the draft’s History & Notes, alongside the source attachment. For example, under standard validation, when the document has no issue date, the prepared note explains that the ingestion date was used and asks the reviewer to check it. See an example review note and what to do with it.

A short business description is enough to start

Tell us what the business does in a sentence or two and authorise the Xero connection. Our team sets up the intake folder and tax mappings using the connected account data and establishes the review steps with you.

Extra context, such as whose expenses the company covers, helps distinguish business spending, staff welfare and private use. Add specific VAT policies or recurring instructions where useful; you do not need to document every scenario before getting started.

Where Xero teams can gain capacity

Lift is easiest to evaluate on a client where the current process is visible, the firm can compare prepared drafts against its normal bookkeeping standard, and the review team knows what good output should look like. Where Xero teams can gain capacity include:

• Xero clients with regular supplier invoice volume
• Firms where staff prepare drafts manually from shared folders
• Clients sending mixed invoices, receipts, credit notes and statements
• Multi-currency or multi-language supplier flows
• Teams that want review control but less manual document work

Test one company’s workflow after the demo

A focused pilot is usually enough to show whether Lift reduces the manual document work behind Xero drafts. Choose one client, agree the intake folder, connect the Xero route, and review the draft bills Lift prepares from real supplier documents.

Compare the documented Hubdoc and Lift workflows, or explore Zoho Books open bills if your team uses more than one accounting system.