The AI invoice review is rolled out gradually and depends on the contract having structured pricing. If the review can’t run for an invoice, see Why isn’t AI invoice review available?.
What the review reads from the contract
When the AI reviews an invoice, it draws on the contract’s:- Pricing — the monthly price and the rate sets (hourly rates for billed labor). Without structured pricing, there’s nothing concrete to compare line items against, and the review can’t run.
- Review rules — what the contract says is included, excluded, a miscellaneous charge, or otherwise worth flagging. These let the review tell a covered service apart from one that shouldn’t be billed separately.
- Terms — such as escalation caps and parts-and-materials markup, which the review uses to check whether amounts are within the contract.
Turn a disagreement into a review rule
When you finalize an invoice decision that differs from Lift AI’s recommendation — you reject a charge it approved, or approve one it flagged — the Lift AI assistant can turn that disagreement into a review rule on the contract, so the next review gets it right. After you submit your decision, a prompt offers to suggest rules. It opens the assistant with the context of your decision (and may first ask what the AI got wrong, when that isn’t already captured on the invoice), then proposes one or more rules — each named and categorized as an included service, excluded service, and so on. Add the ones you want to the contract with a single click. The assistant only adds rules: it never edits or deletes existing ones, and it points out any existing rule that conflicts with your decision so you can review it yourself. If your decision actually agrees with Lift AI, it says so and suggests nothing. This is a consultant feature and needs the Lift AI assistant enabled for your account.Why completeness matters
A thin or out-of-date contract limits what the review can find:- Missing pricing means the review can’t run at all for that property’s invoices.
- Missing or wrong review rules mean the review has no basis to flag a charge that the contract actually excludes — so an overcharge can slip through.
- Stale rates or terms can make legitimate charges look wrong, or wrong charges look fine.
Keep contracts review-ready
1
Check eligibility
Open the contract and look at the AI Extraction card on the Overview tab. The Invoice review eligible chip tells you whether the contract is ready. See View contract details.
2
Fill in pricing and rules
Make sure the contract has its pricing (a monthly price and/or rate sets) and its review rules. See Edit a contract.
3
Keep it current
Update rates, terms, and rules whenever the contract changes, so the review always compares against today’s terms.