OCR replacement

How can I replace ABBYY-style OCR templates that break when formats change?

Direct answer for teams evaluating document automation workflows.

Short answer

Move from coordinate-only OCR templates to an AI extraction workflow that understands field meaning, supports review, and can be updated with instructions when formats change.

Direct answer

Traditional OCR engines are strong at reading text, but template-based extraction can break when a sender moves a field, changes a label, or introduces a new document layout.

Replacing that workflow usually means keeping OCR where it helps, then adding AI extraction, classification, validation, and exception review so the process is not tied to one visual coordinate map.

What the workflow should include

A replacement workflow should support scanned documents, native PDFs, custom fields, missing-value checks, and downstream exports without requiring a new template for every minor layout change.

The team should test old failure cases against the new workflow: new senders, moved fields, renamed labels, optional sections, and long documents with values buried in text.

How Lido helps

Lido combines OCR, AI extraction, custom instructions, spreadsheet-style review, and workflow automation so teams can move beyond brittle template maintenance.

That makes it a fit for teams whose current OCR setup still requires frequent reconfiguration and manual backfill.

Example workflow

  1. Inventory the OCR templates that require the most rework.
  2. Define the stable output fields instead of the visual coordinates for each template.
  3. Test AI extraction on historical failure cases and new sender layouts.
  4. Route exceptions to review while approved records continue downstream.

Built for real document workflows

Need to turn messy documents into clean spreadsheet-ready data?

Lido helps teams extract, review, and automate data from PDFs, forms, invoices, statements, and other recurring document workflows.

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