Extract data from any document and route it to your systems automatically. PDF invoices, purchase orders, contracts — processed in seconds, not hours.
Upload 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.”
Document workflow automation is the process of using software to extract, validate, route, and store data from business documents without manual intervention. Instead of employees re-keying data from PDFs, scans, and photos into spreadsheets or ERP systems, the software handles the entire pipeline — from ingestion to output.
Traditional approaches required building templates for each document layout. When a vendor changed their invoice format, the template broke and someone had to rebuild it. Modern AI-powered tools like Lido eliminate this problem entirely — they understand document structure without pre-built templates.
The business case is straightforward: a single accounts payable clerk processes roughly 5-12 invoices per hour manually. Document workflow automation handles hundreds per hour with higher accuracy. For mid-market companies processing 500+ documents monthly, that translates to 20-40 hours of labor saved per week.
The best document workflow automation tools integrate directly with your existing systems — QuickBooks, NetSuite, SAP, Google Sheets — via API or webhook. This means extracted data flows automatically into your ERP, accounting software, or database without additional manual steps.
Annual audits verify our security controls meet enterprise standards.
Protected health information handled with required safeguards and encryption.
AES-256 at rest, TLS 1.3 in transit. Documents deleted after processing.
Document workflow automation uses software to extract data from business documents (invoices, POs, contracts) and route that data to downstream systems automatically — eliminating manual data entry and re-keying.
Modern AI extraction tools achieve 95-99% accuracy on structured documents like invoices. Template-free tools like Lido maintain this accuracy even when document layouts change, unlike template-based tools that break when formats vary.
Not with template-free tools. Lido extracts data from any document layout without training or configuration. Template-based tools like UiPath and ABBYY require training on each document format.
Template-free tools like Lido can be set up in under 5 minutes. Template-based enterprise tools typically require 1-4 weeks of configuration and training.
Yes. Most tools offer API integrations, webhooks, or native connectors for popular ERPs like QuickBooks, NetSuite, SAP, and Xero. Lido also integrates with Google Sheets and Zapier for flexible routing.
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