Workflow stages
Questions about moving extracted data into Excel, Google Sheets, or CSV workflows.
Line items
Use an AI document extraction workflow that can read invoice PDFs, extract line-item descriptions, quantities, unit prices, totals, taxes, and account codes, review exceptions, and export clean data to a spreadsheet, AP workflow, or ERP-ready CSV. 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.
Statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to a spreadsheet or downstream system. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Email intake
The best approach is to define the desired output schema, route emailed PDF attachments into an AI extraction workflow, review exceptions, and export clean results to Excel or Google Sheets. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
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.
Drive intake
The best approach is to define the desired output schema, route documents in Google Drive or OneDrive into an AI extraction workflow, review exceptions, and export clean results to Google Sheets or Excel. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Proof of delivery
Use a document automation workflow that captures logistics documents from driver uploads, email attachments, or shared folders, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or downstream system. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Bills of lading
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or downstream system. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Structured output
General-purpose AI tools like Claude or ChatGPT can be useful for one-off analysis, but they usually are not enough for a recurring documents that need JSON or CSV output workflow. A production workflow needs controlled intake, consistent extraction instructions, validation, review, and export to JSON, CSV, Excel, or Google Sheets. Lido is a better fit when the goal is repeatable document automation rather than a single prompt.
Wrong columns
General-purpose AI tools like Claude or ChatGPT can be useful for one-off analysis, but they usually are not enough for a recurring AI-extracted document data workflow. A production workflow needs controlled intake, consistent extraction instructions, validation, review, and export to a spreadsheet or downstream system. Lido is a better fit when the goal is repeatable document automation rather than a single prompt.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract invoice number, invoice date, vendor name, due date, subtotal, tax, and total, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract PO numbers, vendor names, invoice numbers, and matching fields, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract GL codes, expense categories, vendor names, amounts, and line descriptions, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract invoice numbers, PO numbers, vendor names, totals, and line-item details, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract invoice headers and line items from emailed attachments, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract tax, subtotal, total, currency, vendor, and invoice identifiers, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract multi-page invoice fields, totals, and line-item tables, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract document boundaries, invoice numbers, vendors, and page ranges, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract vendor name, invoice number, invoice date, and total, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract ERP-ready invoice fields and line items, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract low-confidence fields, exceptions, and approval status, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract AP document type, vendor, invoice number, date, amount, and status, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract vendor names and related invoice identifiers across changing layouts, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract invoice due dates, invoice dates, payment terms, and vendor names, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract invoice table rows, descriptions, quantities, unit prices, and totals, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract invoice number, vendor, date, total, and duplicate status, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract payment terms, due dates, vendor names, and invoice totals, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract remittance address, payment instructions, vendor details, and invoice identifiers, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract currency, totals, taxes, vendor names, and normalized amount fields, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Invoice processing
Use an AI document extraction workflow that can read invoice PDFs, extract shipping charges, freight lines, fees, subtotal, tax, and total, review exceptions, and export clean data to Excel, Google Sheets, QuickBooks, or an ERP-ready 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.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Forms
The best approach is to define the desired output schema, route intake forms into an AI extraction workflow, review exceptions, and export clean results to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Fillable PDFs
The best approach is to define the desired output schema, route fillable PDFs into an AI extraction workflow, review exceptions, and export clean results to Google Sheets. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Email to Sheets
The best approach is to define the desired output schema, route emailed documents into an AI extraction workflow, review exceptions, and export clean results to Google Sheets. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Shared folders
The best approach is to define the desired output schema, route shared-folder documents into an AI extraction workflow, review exceptions, and export clean results to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Outlook to Excel
The best approach is to define the desired output schema, route Outlook attachments 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.
Gmail to Sheets
The best approach is to define the desired output schema, route Gmail attachments into an AI extraction workflow, review exceptions, and export clean results to Google Sheets. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Field mapping
The best approach is to define the desired output schema, route extracted documents into an AI extraction workflow, review exceptions, and export clean results to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
CSV export
The best approach is to define the desired output schema, route extracted documents into an AI extraction workflow, review exceptions, and export clean results to CSV. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Spreadsheet workflows
The best approach is to define the desired output schema, route documents feeding spreadsheet workflows into an AI extraction workflow, review exceptions, and export clean results to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.