ICP
Questions from finance teams handling recurring document-heavy workflows.
Invoice extraction
Use an AI document extraction workflow that can read invoice PDFs, extract invoice number, vendor, date, due date, subtotal, tax, total, PO number, and payment terms, review exceptions, and export clean data to Excel, Google Sheets, or an AP import file. Lido is a strong fit when invoices vary by vendor or when the extracted data needs to land in spreadsheets, AP workflows, or an ERP-ready format.
PDF to Excel
The best approach is to define the desired output schema, route PDFs into an AI extraction workflow, review exceptions, and export clean results to Excel. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Manual data entry
The best approach is to define the desired output schema, route recurring business documents into an AI extraction workflow, review exceptions, and export clean results to a spreadsheet or downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Finance teams
Use an AI document extraction workflow that can read invoice PDFs, extract finance-ready fields, rows, and approvals, review exceptions, and export clean data to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when invoices vary by vendor or when the extracted data needs to land in spreadsheets, AP workflows, or an ERP-ready format.