Start a pilot

Test Lift with one client, one folder, and real documents

Send a few details and Lift will confirm the smallest useful pilot: which workflow to test, what documents to include, and what setup is needed.

Send pilot request See what the pilot covers

No rollout commitment

Start narrow and expand only if the workflow proves useful.

Use your current folder or route

Keep the intake habit and review process your team already uses.

Real supplier documents

Test the files, VAT cases and edge cases your team already handles.

Not sure where to start? Get a pilot recommendation and we'll suggest the smallest useful route.

Tell us where to start

Name and email are enough to begin. Add the details you know; we can help choose the pilot scope.

What the pilot proves

A Lift pilot answers the practical questions that matter before rollout: can documents arrive cleanly, can Lift prepare useful accounting output, and does review become faster without losing control?

Whether real supplier invoices, receipts, credit notes and statements can move through one agreed intake route.
Whether Lift can prepare drafts or structured output using the client's accounting context.
Whether reviewers can trust the extracted amounts, supplier details, VAT treatment, account coding and source attachment.
Whether duplicates, unsupported files, unclear VAT treatment or missing information stay visible.

What happens next

We confirm the smallest useful pilot

Lift reviews the route, document types and accounting destination so the pilot starts narrow enough to be easy to run.

You share one folder or route

The pilot uses the intake habit your team already has: a folder, SharePoint location, or agreed handoff route.

Your team reviews prepared output

Reviewers check supplier details, VAT treatment, coding suggestions and source attachments before deciding what should expand.

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
Agreed routes for duplicates, rejected files or unclear documents

What happens after the pilot

The decision after a pilot should be practical: which document types are worth automating, which clients are a good fit, and which review controls should remain in place.

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 keeps unclear documents visible.

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.

What if we are not ready to request a pilot?

Get a pilot recommendation first. A short discussion can confirm the smallest useful pilot: which workflow to test, what documents to include, and what setup is needed.

Evaluate Lift on the documents your team already handles

Start with one workflow. Use real supplier documents. Review prepared output. Then decide what should expand.

Send pilot request