Know what Lift reads and where the work goes.

Which files does Lift process?

Lift monitors the intake folders configured for your business. Originals and processing copies are stored by the service as documents are prepared. The folder determines which files Lift picks up; the connection’s permissions determine what it can access.

During onboarding, our team works with you to choose the folder and connect the account granting access. A dedicated intake area keeps the day-to-day workflow clear. Permissions are part of the setup for each business.

What happens to a document?

The processing implementation uses Amazon S3 for document storage, Amazon Textract for extraction and Amazon Bedrock for model-based interpretation. Document information is combined with the business’s supplied context and configured accounting policies to prepare suggestions.

Prepared information and supported source attachments are then sent to the authorised accounting destination. Documents are copied from your intake folder into Lift’s processing services, so the workflow includes storage outside your own drive.

What access does the accounting connection need?

Xero and Zoho Books connections use authorisation for the selected organisation. They can retrieve accounting reference data and create supported accounting records. Business Central and custom workflows require their own agreed access and delivery setup.

The setup covers the organisation, permitted actions, who authorises the connection and how access can be revoked. Our team configures the workflow with you during onboarding.

How is accounting review handled?

Xero draft bills support review before approval. Zoho Books open bills can affect the accounts, so we agree the review point with you before enabling creation. Business Central and custom workflows have their own agreed delivery and exception controls.

Review notes highlight defined cases, such as inferred VAT, currency conversion or a missing invoice date. Supported notes appear in Xero’s History & Notes or the Zoho Books bill’s Notes field. The review controls guide explains which cases produce a note and which can stop submission.

Hosting, retention and service providers

Before sharing customer documents, discuss your data-handling requirements with our team: processing locations, providers receiving data, retention for originals and processing records, backup handling and deletion responsibilities.

These arrangements, including document-use terms and any model-provider retention or training provisions, need to be resolved in the applicable service agreement and Data Processing Agreement before processing begins.

Contact hello@uselift.app with your procurement questions. See the privacy policy and account and data deletion request process.