Documents Lift can process

Lift is designed for real supplier document workflows, not only clean one-page invoices. It helps accounting firms and finance teams prepare common supplier documents for review while flagging documents that need attention.

The prepared output can support Xero draft bills, configured Business Central routes, structured Excel import files or another agreed accounting workflow. The review step remains important because different document types can carry different VAT, supplier, account coding, currency and attachment requirements.

Core document types

• Supplier invoices. Purchase invoices from recurring or one-off suppliers, including PDF and image-based documents where the source is readable.
• Sales invoices. Customer invoices issued by the business, with Lift detecting whether the document was issued by the business to a customer or received from a supplier.
• Receipts and expense documents. Merchant receipts and expense evidence that need supplier, date, amount, tax and attachment context before review.
• Utility bills. Electricity, water, telecoms, internet and similar recurring service bills that may include usage detail, VAT summaries and payment references.
• Credit notes. Supplier credit notes that need to be identified separately from invoices and prepared for the correct accounting route.
• Supplier statements. Statements used to check open items, duplicate files or allocation questions, with review notes where judgement is needed.
• Payout statements and platform reports. Marketplace, payment processor and platform reports that may include summaries, fees, tax values or settlement references.
• Long multi-page invoices. Telecoms, utilities, freight, cloud usage and other documents where relevant totals and line detail may be spread across pages.
• Multi-currency invoices. Documents where invoice, tax or payment values appear in different currencies or require reviewer confirmation.
• Foreign-language invoices. Supplier documents in languages other than English, prepared with review context instead of pushing translation work back to the client.
• Supporting documents attached to supplier workflows. Delivery notes, service reports and backup evidence that should stay visible with the reviewed accounting item.

What Lift extracts and prepares

Lift prepares the accounting information reviewers usually need to check before a document moves to the configured destination.

• supplier or merchant details
• document type
• whether the document is supplier-side or customer-side
• issue date and due date where available
• currency
• subtotal, tax/VAT and total
• line items or summarised accounting lines
• VAT/tax treatment suggestions
• account coding suggestions
• payment details where present
• source attachment
• exception notes

Documents that may need review

Some files should be routed for human attention instead of being forced into a confident accounting output.

• unclear scans or low-quality images
• documents with missing totals
• duplicate files
• unsupported document types
• documents with conflicting tax information
• files outside the agreed workflow
• statements that need human allocation decisions

Why unsupported does not mean invisible

A good workflow should not silently ignore difficult documents. Lift should route rejected, duplicate or unclear files according to the configured process so the team knows what needs attention.

That configured process may send a file to an exception queue, retain it with a review note, report it as a duplicate, or leave it for allocation where the accounting decision cannot be made from the document alone. The important point is visibility: the team should know whether a document was prepared, flagged, rejected or left for review.

Use real documents in the pilot

The best pilot includes the messy documents the team actually receives: long PDFs, foreign invoices, mixed VAT rates, credit notes, duplicates and statements.

A realistic sample set helps confirm which documents can become review-ready drafts or structured outputs, which need extra configuration, and which should remain visible exceptions in the firm's workflow.

Related workflows

To test this with real supplier documents, Start a pilot. For related document handling detail, read about Long multi-page invoice processing, Multi-currency invoice automation, Multi-language invoice automation, and Review-first controls.