Extract line items from any invoice format, match purchase orders, and route approvals — all without manual data entry or template configuration.
Our solutions team builds custom document automation workflows tailored to your systems — extraction, validation, ERP integration, and ongoing management. Implementation in weeks, not months.
Talk to our solutions teamUpload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
No templates, no model training, no IT dependency.
Drag and drop PDFs, scans, or photos — or send them via API. Any format, any layout.
Layout-agnostic AI captures header fields, line items, and tables — without templates or training.
Send extracted data to QuickBooks, NetSuite, Google Sheets, or any system via API and webhooks.
“We replaced 20 hours of weekly data entry. Documents that took 10 minutes each now process in seconds.”
“ChatGPT and Power Automate couldn’t handle our vendor-specific formats. This tool worked on every document from day one.”
“We process 400 purchase orders per week now. The accuracy is better than our manual team and it never takes a sick day.”
An invoice workflow is the process your accounts payable team follows for every incoming vendor invoice: receive it, extract the data, verify it against a purchase order, route it for approval, and post it to your accounting system. In most organizations, this workflow runs 5-8 times per day per AP clerk — and each cycle takes 8-15 minutes manually.
The pain points are well-documented. Data entry errors average 1-3% — which sounds small until you realize that means 10-30 errors per 1,000 invoices, each requiring investigation and correction. Late payment penalties add up. Early payment discounts get missed. Lido eliminates the data entry step entirely by extracting line items automatically from any invoice layout.
A modern invoice workflow has three phases: capture (receive and extract data), match (validate against POs and contracts), and post (send to ERP after approval). The first phase is where most manual effort lives, and where AI extraction delivers the biggest ROI.
Integration is the final piece. Your invoice workflow is only as good as the connection between your extraction tool and your ERP. Look for tools that offer native QuickBooks, NetSuite, Xero, and SAP integrations — or flexible API/webhook options for custom routing.
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An invoice workflow is the end-to-end process of receiving, extracting data from, validating, approving, and posting vendor invoices to your accounting system. Automation tools handle these steps without manual data entry.
Template-free tools like Lido achieve 95-99% accuracy on line-item extraction across diverse vendor formats. Template-based tools can match this accuracy but only for formats they've been specifically trained on.
Invoice workflow focuses on the document processing pipeline — extraction and routing. AP automation is broader, including payment processing, vendor management, and compliance. Many teams start with invoice workflow automation and add AP features later.
Good invoice workflow tools flag exceptions automatically — PO mismatches, duplicate invoices, missing fields — and route them to a human reviewer. Clean invoices flow straight through to the ERP without intervention.
Yes. Template-free AI tools like Lido handle format variations automatically. Whether you have 10 vendors or 1,000, the extraction accuracy remains consistent because the AI understands document structure contextually.
Our solutions team builds custom document automation workflows tailored to your systems — extraction, validation, ERP integration, and ongoing management. Implementation in weeks, not months.
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