Invoice preparation that understands the business.

For accounting firms and finance teams

Spend less time preparing each invoice for review. Drop files into a folder and Lift suggests accounts and VAT treatment using the business's activities, supplied context and configured policies, ready for your team to review.

Request a 20-minute demo

No documents or system access needed for the demo.

Keep your accounting system

XeroDraft bills ready for review
Business CentralField and dimension mapping
Zoho BooksOpen bills prepared
Custom workflowsYour format and destination

Xero and Zoho Books: setup in a few minutes, handled by our team.

Some of the teams using Lift

The same purchase can mean different things for different businesses.

Lift considers the purchase, the business behind it and its configured policies when preparing the accounting. Your team starts with that context in place.

Business context

Interpret what the purchase is for. Lift considers the business’s activities and supplied context before suggesting how to treat it.

Accounting policies

Put established guidance to work, from accounting and VAT policies to department cost splits. Saved instructions carry recurring decisions into future preparation.

Reviewable suggestions

Start with proposed accounts and VAT treatment to check against the source invoice. Standard or strict validation flags details that need attention, with review notes where applicable.

Drop the file. Review the prepared bill.

Lift prepares invoice details, accounts and VAT suggestions in your accounting system.

Drop your files
Use the folder our team configures with you.
Lift prepares the entries
Invoice details and accounting suggestions arrive in your accounting system.
Review in your usual workflow
Check the prepared bill against its attached invoice.

Explore the workflow and controls

More capacity for the work that needs you.

Accounting firms

Bring each client's business context and accounting policies into repeatable invoice preparation. Make room for more client work across the systems your portfolio uses.

Lift for accounting firms

Finance teams

Carry your company's configured policies into recurring invoice work. Give your team more time for exceptions, approvals and month-end as volumes grow.

Lift for finance teams

See what Lift could take off your team.

In 20 minutes, we'll show the workflow, discuss your document volume and accounting system, and identify where a measured pilot could help.