Workflow stages

#ERP export

Questions about exporting extracted data to QuickBooks, ERPs, and systems of record.

Invoice processing

How do I export extracted invoice data to QuickBooks or an ERP?

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.

ERP validation

How do I validate AI-extracted data before sending it to an ERP?

The best approach is to define the desired output schema, route AI-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.