DADocument Automation Answersby Lido

Use cases

#Reconciliation

Questions about matching extracted document data to existing records.

Invoice processing

How do I match invoices to purchase orders automatically?

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#AI document extraction#PDF extraction#Finance and accounting

Financial statements

How do I categorize transactions after extracting bank statement data?

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.

#Bank statement extraction#AI document extraction#Finance and accounting#Accounting teams

Financial statements

How do I reconcile extracted statement data against a spreadsheet?

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.

#Bank statement extraction#AI document extraction#Finance and accounting#Accounting teams