Prepared accounting work for your existing workflow

Lift helps accounting firms reduce the manual preparation work between receiving client documents and getting them into the right accounting destination. Documents are collected through agreed folder-based routes such as Google Drive, Dropbox, OneDrive, SharePoint, or another approved source. A firm can use one folder or route per client, share that folder with the client where useful, and let documents build up asynchronously while Lift prepares the right accounting-system output in the background. Each document is interpreted against the relevant client setup and prepared as a Xero draft, Business Central workflow output, structured Excel file for import-led processes, API-style handoff, or bespoke route output agreed during implementation. The system suggests supplier, VAT, account, line-item, and routing details. The firm can keep review before approval or choose direct submission where the route and controls support it.

What Lift prepares

Lift is built for the document types that usually sit between client collection and accounting processing: supplier invoices, receipts, credit notes, supplier statements, credit card statements, utility bills, platform payout statements, and other purchase documents. It prepares the information teams expect to check or submit, including supplier details, document dates, due dates where available, currency values, line descriptions, VAT or tax treatment, and account or nominal suggestions.

One folder per client

Accounting firms use Lift to streamline bookkeeping across their client base. Each client can have a dedicated intake folder or route, and that folder can be shared with the client when the firm wants a distributed workflow. The client drops supplier documents in when they have them. The firm does not need to chase, schedule an upload session, or be online at the same time for drafts and workflow output to become available in the configured ERP route.

Client-specific VAT policy

VAT treatment depends on the client, not only the invoice. Lift can prepare VAT and tax suggestions using client-specific policy context, including blocked VAT, reverse charge, mixed VAT, partial reclaimability, and firm-specific Xero or Business Central conventions. That helps firms keep bookkeeping treatment consistent across reviewers and clients.

Validated by accounting-firm use

Lift is used by accounting firms in workflows where reliability means more than reading fields from a PDF. Real accountants and bookkeepers check whether supplier matching, VAT treatment, account coding, line items, currency context, and routing make accounting sense for each client. Their use and feedback matter because these are the reviewers most likely to flag inconsistencies in accounting interpretation, not just extraction.

Complex documents are part of the workflow

Lift can support multi-language invoices, dual-currency and multi-currency layouts, and long multi-page supplier documents. That includes cases where line items, VAT, supplier currency, and base-currency totals need to be preserved for review or submission rather than collapsed into one extracted amount.

Output-agnostic by design

Lift is not built around one final destination. It is an interpretation and preparation layer that can produce the output the firm actually needs: a draft in an accounting system, a configured workflow payload, a structured Excel import file, or another agreed handoff. That lets a firm keep one intake and review model even when different clients use different systems.

Supported workflows

Lift supports multiple accounting destinations. Xero routes prepare draft bills with the source attached where supported. Any direct submission route should be explicitly agreed and destination supported. Business Central routes are configured around the tenant, environment, company, vendor, account, VAT, dimension, and control requirements agreed for that route. For legacy systems such as Sage Desktop, or for bespoke workflows, Lift can support structured Excel output when the practical route is an import file rather than a direct integration.

Why firms use Lift

Firms rarely need another client portal or capture queue. They need a cleaner handoff from document receipt to accounting processing. Lift lets clients and internal teams keep using familiar intake locations while turning the repetitive work of reading, coding, splitting, checking, and routing documents into background preparation.

Review and submission controls

Lift does not remove professional judgement from the workflow. Review-first is the default because most firms want to check the prepared entry before approval. Where a client wants direct submission, it should be treated as an agreed route with the destination-specific controls confirmed during implementation.

Trust and implementation

Each implementation is configured around the firm's intake model, accounting destinations, document volumes, route structure, client-specific VAT policies, review expectations, and any agreed submission requirements where relevant. Commercial paperwork can include the subscribed workflows, Data Processing Agreement, support terms, and implementation assumptions needed for the agreed setup.

To see the workflow in context, start with shared folder invoice automation, Xero invoice automation for accounting firms, or the accounting firm document intake workflow guide.

Start a pilot to review a sample workflow against your firm's document intake and accounting setup.