Stop manually sorting, filing, and re-keying document data. Extract structured data from any document and route it to the right system automatically.
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.”
A document management workflow is the sequence of steps a business document follows from the moment it arrives — whether by email, scan, upload, or API — through extraction, validation, approval, and storage in a system of record. Every organization has these workflows; the question is whether they run manually or automatically.
Manual document management workflows are the hidden tax on operations teams. An AP clerk receives an invoice by email, downloads the PDF, opens it, types line items into a spreadsheet, cross-references a PO, routes it for approval, then posts it to the ERP. Each step is a chance for error and delay. Tools like Lido collapse this entire pipeline into a single automated step.
The shift from manual to automated document management workflows typically saves 60-80% of processing time. For a team handling 1,000 documents per month, that's the equivalent of a full-time employee's worth of labor redirected to higher-value work.
Modern document management workflow tools work across document types — invoices, receipts, purchase orders, contracts, tax forms — without requiring separate configurations for each. The best tools handle layout variations automatically, so when a vendor changes their invoice template, your workflow doesn't break.
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.
A document management workflow is the end-to-end process of receiving, extracting data from, validating, routing, approving, and storing business documents. Automation tools handle these steps without manual intervention.
Document management focuses on organizing, storing, and retrieving documents. Document automation focuses on extracting data and routing it to downstream systems. Modern tools like Lido bridge both — extracting data and feeding it into your existing management systems.
Most business documents: invoices, purchase orders, receipts, contracts, tax forms (W-2, 1099, K-1), claims, bills of lading, and more. AI-powered tools handle any format without requiring templates for each type.
No. If your primary need is extracting data from documents and routing it to an ERP or spreadsheet, a focused extraction tool like Lido is faster and cheaper than a full document management system.
Focused extraction tools start at $29/month. Full enterprise DMS platforms range from $300/user/month to $30K+/year. The right choice depends on whether you need extraction, storage, or both.
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