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Liftsora
Flow AIExplainable exception detection

Every sale. Understood from order to cash.

Liftsora connects sales orders, fulfillment, invoices, and payments into one intelligent financial workflow. Detect exceptions, allocate payments, and understand every transaction from a single platform.

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  • Every decision on the audit trail
  • Approvals before money moves
  • AI that shows its reasoning

Reads the documents and records you already receive

  • EDI orders
  • Email PDFs
  • Customer portals
  • ERP records
  • Bank statements
  • REST API
  • Price agreements
  • Delivery notes
Why Liftsora

Finance teams don’t lose money on the big deals. They lose it in the gaps between an order, a delivery, an invoice and a payment. Liftsora closes the gaps.

Where money leaks: between order and delivery, a price variance; between delivery and invoice, unbilled units; between invoice and payment, a missing credit note.
01How it works

One transaction, followed end to end.

Liftsora links every record that belongs to a sale, so finance works on the whole transaction instead of scattered documents.

  1. 01 / 05

    Sales orders

    Orders from EDI, email PDFs and portals are read, mapped to your SKUs and checked against the customer’s price agreement.

    • EDI
    • Email PDF
    • Price check

    Reads: EDI · email PDFs · portalsProduces: Mapped order lines

    2of 2
    Lines mapped
    +20%
    Price variance
    SO-10482Exception

    Read from ABC_PO_77120.pdf, 8 Sep 09:12

    Customer
    ABC GmbH · 99% match
    Lines mapped to SKUs
    2 of 2
    OST-6204-2RS price
    €12.00 vs €10.00 agreed
    Variance
    +€2,000.00
  2. 02 / 05

    Fulfillment

    Deliveries and partial shipments are tied to order lines, so ordered, shipped and outstanding quantities stay visible.

    • Partial shipment
    • Returns

    Reads: Delivery notes · proof of deliveryProduces: Shipped vs ordered

    1,320of 1,400
    Delivered
    80
    In transit
    FUL-5521Partial

    Delivered 15 Sep, proof of delivery signed

    Ordered
    1,400 units
    Delivered
    1,320 units
    In transit
    80 seals on FUL-5534
    Returned
    20 seals · RET-0310
  3. 03 / 05

    Invoices

    Each invoice is compared with what was ordered and what was actually delivered, before it reaches the customer.

    • Order
    • Delivery
    • Invoice

    Reads: ERP invoicesProduces: Three-way match

    €18.4K
    Invoiced
    1,320units
    Quantity matched
    INV-118Issued

    Issued 16 Sep, due 16 Oct

    Amount
    €18,400.00
    Quantity invoiced
    1,320 of 1,320 delivered
    Price used
    €12.00, as ordered
    Credit note expected
    €400.00 for RET-0310
  4. 04 / 05

    Payments

    Incoming payments are matched using amounts, remittance text and payer history, including split, partial and short payments.

    • SEPA
    • Remittance
    • Short payment

    Reads: Bank statements · remittance textProduces: Invoice matches

    99%
    Match confidence
    €2.0K
    Short paid
    PAY-88213Short payment

    SEPA transfer received 25 Sep

    Received
    €16,400.00
    Matched to
    INV-118 · 99% confidence
    Short by
    €2,000.00
    Likely cause
    Paid at the agreed €10.00
  5. 05 / 05

    Reconciliation

    A transaction closes when every figure agrees. When one doesn’t, you see which record is off and why.

    • Exceptions
    • Approval

    Reads: Every linked recordProduces: A closed transaction

    3
    Open exceptions
    €2.0K
    Outstanding
    TX-10482Blocked

    Waiting on 3 open exceptions

    Outstanding
    €2,000.00
    Recommended action
    Credit note of €2,000.00
    Approval
    APR-2041 · pending
    Once approved
    Reconciles automatically
02Intelligence

AI that understands the entire transaction.

Flow AI reads orders, deliveries, invoices and payments together. Every conclusion comes from the whole picture, and every one shows its working.

Exception management

Catch the €2,000 before it becomes a write-off.

Pricing exception detected

ABC GmbH · SO-10482 · line 10, OST-6204-2RS

Needs review
Contract price
€10.00
Order price
€12.00
Variance
+20%
Financial impact
€2,000.00
Flow AIHigh confidence · 97%

The sales order price is higher than the active customer price agreement for this item.

  • Compared 1,000 × OST-6204-2RS with agreement PA-ABC-2026, valid until 31 Dec 2026
  • ABC GmbH ordered this item at €10.00 on their four previous orders
  • The order PDF matches their 2025 price list, so an outdated catalogue is the likely cause
Verified figures from your recordsAI reasoning, always labelled
What Flow AI does

Reads like an analyst. Shows its work like an auditor.

  • Identify customers and products

    Maps buyers and their item codes to your SKUs, whatever the format.

  • Validate contracted pricing

    Checks every order line against the active agreement and its tolerance.

  • Detect financial exceptions

    Price variances, short payments, over-invoicing, missing credit notes.

  • Match payments to invoices

    Reads remittance text and amounts to split payments correctly.

  • Recommend actions, with reasons

    Evidence and confidence on every suggestion. People decide.

Action center

Every morning, sorted by what’s at stake.

  • 8Sales orders have pricing exceptions€9,640.00 at stake
  • 5Payments need allocation review€96,300.00 received
  • 3Invoices are overdue€27,450.00 outstanding
  • 2Returns are missing credit notes€1,020.00 at stake
Reconciliation

Closed means closed.

65%139 of 214 transactions reconciled this quarter
Approvals

No money moves without a name on it.

Price exception · ABC GmbHAPR-2041 · requested by Jonas Weber
€2,000.00
Pending
Audit trail

Who did what, and when. Always on.

  • Order read and mappedFlow AI · SO-10491, 3 lines
  • Allocation confirmedLena Hoffmann · PAY-88240
  • Price variance flaggedValidation · SO-10489
  • Approval requestedJonas Weber · APR-2041
  • Invoice issuedSystem · INV-122
  • Comment addedMara Schulte · RET-0310

Figures shown are sample workspace data.

03Payment allocation

One payment. Many invoices. No guesswork.

Liftsora proposes how each payment should be split, shows why, and waits for you. Try it: change an amount, add INV-107, or reject the suggestion.

  • Split, partial and short payments in one view
  • AI suggestions look different from confirmed allocations
  • Every confirmation and edit goes into the audit trail
Incoming payment · Nordhafen Maschinenbau AG€47,500.00SEPA · RE INV-102 INV-103 NORDHAFEN
Suggested
  • AI suggested
  • AI suggested
  • Not included
This allocation
€47,500.00
Remaining unallocated
€0.00

Nothing is posted until you confirm.

04Solutions

Built for the people who own the numbers.

For CFOs

See leakage before it lands.

Revenue leakage, overdue exposure and cash position across entities, without waiting for month end.

  • Leakage from pricing errors, by customer
  • Receivables and overdue across entities
  • One view of approvals that move money
For controllers

Close with confidence.

Every exception has an owner, a decision and the evidence behind it.

  • Reconciliation status per transaction
  • A complete audit trail for auditors
  • Controls on who can approve what
For AR teams

Stop matching by hand.

Review suggestions, resolve deductions and chase only what is really overdue.

  • Suggested allocations with reasons
  • Short payments tied to their cause
  • Overdue lists that exclude disputes
05Trust and security

Controls finance teams expect.

Liftsora is designed around accountability: clear permissions, recorded decisions and explainable AI.

  • Secure data handling

    Encrypted in transit and at rest, and kept separate per organisation.

  • Role-based access

    Decide who can view, approve or change records, down to the legal entity.

  • Audit trails

    Every upload, AI analysis, approval and manual change, with who and when.

  • Controlled approvals

    Money-moving decisions need an explicit approval, with a reason when rejected.

  • Privacy-conscious AI

    AI works only on the data a task needs, and always shows its reasoning.

Security documentation is shared on request during evaluation.

06Pricing

Priced on your transaction volume.

Plans depend on monthly transactions, legal entities and integrations. We put together a quote after a short call about your order-to-cash process.

Talk to us about pricing (opens in a new tab)
  • Unlimited users on every plan
  • Onboarding with your own data
  • ERP and bank integrations scoped with you
  • A named implementation lead

Take control of every transaction.

See your own order-to-cash flow in Liftsora in a 30-minute walkthrough.

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