Start a pilot

Start a Lift pilot with one client, one folder and real documents

Lift is best evaluated on real documents, not a generic demo. A pilot lets your team test the workflow with one client or internal company, using the same document intake habits and accounting review process you already use.

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Book a Lift pilot

Use this form if you already know the client, company or workflow you want to test. Share the route, document volume and priorities; Lift can confirm the practical next steps.

Start with one client or internal company.
Use the folder and accounting route your team already uses.
Review real prepared output before committing to rollout.

What the pilot proves

A Lift pilot is designed to answer the practical questions that matter before rollout: whether documents are collected cleanly, whether drafts are prepared in the right accounting system, whether VAT and account suggestions follow your policy, and whether the review step becomes faster without losing control.

Can supplier invoices, receipts, credit notes and statements be collected through an agreed folder or SharePoint route?
Can Lift prepare review-ready drafts or structured output using the client's accounting context?
Can reviewers trust the extracted amounts, supplier details, VAT treatment, account coding and source attachment?
Can exceptions such as duplicates, unsupported files, unclear VAT treatment or missing information be handled without disrupting the team?
Can the workflow scale from one client to more clients without retraining users?

A typical pilot flow

Step 1

Choose the pilot scope

Start with one client, one internal company, or one workflow that currently creates repetitive document preparation work.

Step 2

Confirm the accounting route

Lift can prepare output for routes such as Xero drafts, Business Central-ready output, or structured Excel import files where a desktop system is involved.

Step 3

Set up the intake folder

Documents are collected through a simple agreed intake route, such as a shared folder or SharePoint location. The folder acts as the input channel; Lift handles the preparation work after files arrive.

Step 4

Drop in real documents

Use real supplier invoices, receipts, credit notes, statements, long PDFs, multi-currency invoices and foreign-language documents where relevant. These reveal more than a clean demo set ever could.

Step 5

Review the prepared output

Your team reviews the prepared accounting output, including supplier details, dates, totals, VAT treatment, account coding, line descriptions and the attached source document.

Step 6

Tune the workflow

The first batch is used to confirm client-specific policy: VAT treatment, account mapping, supplier handling, approval preferences and exception routing.

Step 7

Decide the rollout path

Once the pilot has shown where Lift removes work, the workflow can be extended to more clients, more entities or additional document types.

What you need to provide

One client, company or workflow to test
Access to the chosen accounting route, where needed
An agreed intake folder or SharePoint location
A representative set of real documents
A reviewer who can confirm whether the prepared output matches firm policy

What Lift prepares

Supplier or contact details
Invoice and document dates
Due dates and payment details where present
Currency, totals, tax and line-level information
VAT or tax treatment suggestions
Account coding suggestions based on the client's chart of accounts and policy
Source document attachment
Exception handling for duplicates, rejected files or unclear documents

What happens after the pilot

After the pilot, the decision should be practical: which document types should be automated, which clients are a good fit, what review controls should remain in place, and whether the commercial model should be pay-as-you-go or volume-based.

Common questions

How many documents should we test?

Use a representative batch rather than only clean examples. Include normal invoices plus edge cases such as credit notes, long documents, multi-currency invoices, foreign-language invoices and duplicates.

What makes a pilot successful?

A pilot is successful if the prepared output is faster to review than manual entry, follows the firm's accounting policy, and handles exceptions clearly.

Should we start with one client or many?

Start with one client, company or workflow. Once the route is understood and tuned, it can be expanded.

Evaluate Lift on the documents your team already handles

Start with one workflow. Use real supplier documents. Review the prepared output. Then decide whether Lift should become part of your accounting process.

Book a Lift pilot