Invoice preparation that understands the business.
Drop invoices into a folder. Lift uses each business's activities, accounting policies and supplied context to prepare suggested accounts and VAT treatment, with explanations for your team to review.
No documents or system access needed for the demo.
Works with
XeroDraft bills ready for review
Business CentralCustom dimension mapping
Zoho BooksOpen bills prepared
Custom workflowsConfigured around your process
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
The same purchase can serve different purposes. Lift considers the business’s activities, legal structure and supplied context to distinguish operating costs, staff benefits, hospitality and private use, then uses that assessment to prepare the accounting.
Accounting policies
Put each business’s accounting policies to work. Lift applies configured asset thresholds, inventory and expense rules, private-use restrictions and VAT policies. Saved instructions carry established guidance into recurring situations.
Reviewable suggestions
Start with a prepared entry, suggested accounts, VAT treatment and supporting explanations. Lift checks amounts and posting constraints, flags review notes and routes defined exceptions for attention, so your team can focus on the proposed treatment.
From your folder to a draft ready for review.
1. Drop files
Place supplier documents in an agreed folder. Clients and colleagues can keep a familiar way of sharing files.
2. Lift prepares the accounting
Document evidence, business context and configured policies inform the coding and VAT suggestions.
3. Your team reviews
Check the draft and exceptions before approval, posting or export.
Guest towels · €120.00 + €21.60 VAT shown on invoice
- Business activity
- Guest accommodation
- Purchase purpose
- Supplies for guest stays
- Suggested account
- Guest supplies
- Source document
- Attached for review
The suggested account reflects the intended use in this example. Your team checks the coding and VAT treatment against the business's circumstances and policies.
Output and attachment handling depend on the agreed destination.
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 firmsFinance 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 teamsSee 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.
Request a 20-minute demoNo documents, system access or rollout commitment needed for the demo.