From supplier invoices to prepared Zoho Books bills.
Drop invoices into a configured folder. Lift uses the business’s context and accounting policies to prepare open bills, including suggested accounts, tax treatment and notes for your team.
Get started in a few minutes. Our team handles setup.
Request a 20-minute demoLess preparation before the bill is ready
Lift prepares the supplier, invoice reference, dates, currency, line descriptions and amounts. Account and VAT suggestions use the configured business context, with review notes where applicable.
The work happens in the background. Your colleagues keep using the agreed intake folder; they do not need a Lift portal.
Open bills have an accounting effect
Zoho Books open bills affect the accounts. During onboarding, our team establishes with you when bills can be created, who checks the prepared treatment and how corrections are handled.
Defined exceptions can require attention before submission. Unlike Xero drafts, open bills do not wait unposted for approval.
What the reviewer can check
- The supplier, dates, currency and total against the source invoice.
- The account and tax treatment against the business’s policies.
- Review notes in the bill’s Notes field when details need attention.
- The attached source invoice, where supported. The current connection supports bill attachments up to 5 MB; other document types have different attachment support.
A short business description is enough to start
Describe the business in a sentence or two and authorise the Zoho Books connection. Our team retrieves the chart of accounts and tax rates, handles folder setup and tax mappings, and configures any supported reporting-tag allocation with you.
Optional context about the company and whose expenses it covers can improve the suggestions. Specific VAT policies help with unusual treatment; you do not need to write a policy for every scenario to get started.
Credit notes can follow the vendor-credit workflow, but source attachment support differs from bills. Test representative documents and regional tax cases before expanding the scope.
Is this a useful fit?
Start with a workflow where supplier invoices arrive regularly and your team repeats the same preparation decisions. A demo can show the process; a subsequent pilot can measure preparation, correction and review time together.
Common questions
How long does Zoho Books onboarding take?
Getting started takes a few minutes. Describe the business in a sentence or two and authorise the Zoho Books connection. Our team handles folder setup and tax mappings, and establishes the open-bill review process with you. Extra context and specific VAT policies are optional refinements.
Does Lift create drafts or open bills in Zoho Books?
Lift prepares open bills in Zoho Books. They can affect the accounts, so the review point and permission to create bills must be agreed during onboarding. They should not be treated like unposted Xero drafts.
Can Lift use our Zoho Books accounts?
The Zoho Books connection can retrieve the chart of accounts, tax rates and reporting tags. Our team configures the business context, tax mappings and any supported allocation rules with you.
Where can reviewers find the notes and source invoice?
Prepared notes are sent to the bill’s Notes field. Source attachments are supported for bills within the connection’s file limits; attachment handling and exceptions should be checked during setup.