Automate the invoice work that slows growth.
Spend less on repetitive bookkeeping and give your team more capacity. Lift turns files in a folder into prepared bills in your accounting system.
Who Lift is for
Accounting firms managing different client policies and finance teams handling recurring invoice volumes. Use Lift to handle growing invoice volumes, make room for more clients and reduce the pressure to hire.
Account coding that understands the business
The same purchase can need different treatment depending on the business. Lift uses business activities, supplied context and configured accounting policies when suggesting the entry. Saved instructions can guide recurring situations, with review notes where details need attention.
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.
Where the prepared work goes
- Xero: draft bills, with source attachments and notes where supported.
- Business Central: prepared invoice information, including custom field and dimension mapping, through a scoped implementation.
- Zoho Books: open bills, with the accounting effect and review process confirmed during setup.
- Custom workflows: prepared information can be transformed into your required format and routed to another system or process through a scoped integration.
See supported documents and handling limits for invoices, receipts, credit notes and statements. Document support does not mean every document becomes the same kind of accounting entry.
Take recurring preparation off your team
These capabilities are available to configure during onboarding around each business’s workflow:
- Automatic Xero tracking tags prepare the reporting categories alongside the account coding.
- Department cost allocation splits invoice lines using configured headcount percentages.
- Standard or strict invoice validation applies the level of invoice checks your business needs.
- Base-currency conversion prepares supported foreign invoices using published ECB reference rates.
Our team handles setup
Getting started with Xero or Zoho Books takes a few minutes. Describe the business in a sentence or two and authorise the connection; our team handles setup. Extra context and specific VAT policies can refine the suggestions when useful. Lift runs in the background, without another portal for your team to operate.
For Business Central and custom workflows, our team scopes the setup around your reporting and delivery needs. We establish access and review arrangements with you before processing real documents. The security and permissions page explains the questions to resolve for your setup.
Start with the work that costs you most
See Lift in a demo, then try it on a representative batch of your invoices. Compare the total preparation and review time, and use the results to decide where to expand.