Use cases
Questions about extracting rows, tables, and item-level detail from documents.
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.
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.
Claude and invoices
General-purpose AI tools like Claude or ChatGPT can be useful for one-off analysis, but they usually are not enough for a recurring invoice PDFs 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.
LLMs and OCR
General-purpose AI tools like Claude or ChatGPT can be useful for one-off analysis, but they usually are not enough for a recurring scanned PDFs and table-heavy PDFs 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 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 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 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 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 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.