Product resources
Product-level pages for understanding what Lift prepares, which documents fit the workflow, and how controls and permissions are handled before rollout.
Product overview
A concise overview of Lift for accounting firms and finance teams: shared-folder and cloud-drive intake, Xero drafts, Business Central-ready output, structured Excel outputs, review controls, agreed handoffs, and buyer fit.
Supported documents
Which supplier invoices, receipts, credit notes, statements, payout reports, long documents, foreign invoices, and exception cases Lift is designed to prepare for review.
Security and permissions
How Lift handles controlled document intake, permission boundaries, accounting connections, review-first controls, and exception routing for invoice automation workflows.
Start a pilot
How to test Lift with one client, company or supplier document workflow, using real files, an agreed intake route and review-ready accounting output.
If you are using these pages to scope a pilot, pair them with the use case collection so the product model is tied to a real intake route and accounting destination. When the route is clear, start a Lift pilot with real supplier documents.