See what Lift saves on your own invoices.

Try one workflow with real documents. Compare the time your team spends and see where automation can reduce costs and create capacity.

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.

Start with a demo if you have not seen Lift in action. No documents or system access needed for the demo.

Request a 20-minute demo

Agree the commitment before starting

We will confirm the workflow, duration, any setup and processing charges, responsibilities and success criteria before a pilot begins. Sending this enquiry requests that discussion; it does not start document processing or commit you to a purchase.

Tell us where to start

Start with your name and email. Workflow details are optional; we can help choose the scope.

Find the value for your team

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?

How much preparation and review time your team saves on representative invoices.
How well prepared entries follow the business’s context and accounting policies.
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 choose a workflow with you

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 your accounting 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 business’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 companies or workflows 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?

Agree success criteria before processing: less time preparing and reviewing invoices, accounting quality your team accepts, and clear handling of exceptions. Use the results and Lift’s fees to assess the value of expanding.

How much should we include in the first pilot?

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?

Request a demo first. We can show the folder-to-accounting workflow and discuss fit before choosing a pilot scope.

Find the capacity in your existing team

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

Send pilot request