Document Workflow — Extract, Route, and Automate

Turn any business document into structured data in seconds. Invoices, POs, contracts, tax forms — processed automatically without templates or manual entry.

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See document workflow in action

Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.

How it works

Three steps to automated document workflow

No templates, no model training, no IT dependency.

1. Upload documents

Drag and drop PDFs, scans, or photos — or send them via API. Any format, any layout.

2. AI extracts data

Layout-agnostic AI captures header fields, line items, and tables — without templates or training.

3. Route to your systems

Send extracted data to QuickBooks, NetSuite, Google Sheets, or any system via API and webhooks.

Trusted by operations teams

“We replaced 20 hours of weekly data entry. Documents that took 10 minutes each now process in seconds.”
JR
Operations Manager
Manufacturing company, 200 employees
“ChatGPT and Power Automate couldn’t handle our vendor-specific formats. This tool worked on every document from day one.”
MS
AP Manager
Events venue, 50 vendors
“We process 400 purchase orders per week now. The accuracy is better than our manual team and it never takes a sick day.”
TL
Supply Chain Director
Industrial distributor

What is a document workflow?

A document workflow is the path a business document takes from arrival to action. Every invoice, purchase order, contract, and tax form follows a sequence: someone receives it, someone extracts data from it, someone verifies it, and someone enters it into a system. The question is whether "someone" is a person or software.

For most organizations, document workflows remain stubbornly manual. An Ardent Partners study found that 49% of invoices are still processed manually. The reasons are familiar: document formats vary across vendors, legacy systems don't talk to each other, and the tools that promise automation require weeks of template building. Lido was built to break this pattern — it extracts data from any document layout without configuration.

The impact of automated document workflows compounds over time. Day one, you save 10 minutes per invoice. Month one, your team reclaims 40+ hours. Year one, you've eliminated a full-time equivalent of manual labor and reduced data entry errors to near zero.

Modern document workflows integrate with the tools you already use. The best automation software connects to ERPs (QuickBooks, NetSuite, SAP), spreadsheets (Google Sheets, Excel), and workflow platforms (Zapier, Make) via API — so extracted data flows directly where it needs to go.

Enterprise-ready security

SOC 2 Type II

Annual audits verify our security controls meet enterprise standards.

HIPAA compliant

Protected health information handled with required safeguards and encryption.

Data encryption

AES-256 at rest, TLS 1.3 in transit. Documents deleted after processing.

Frequently asked questions

What is a document workflow?

A document workflow is the sequence of steps a business document follows from receipt through processing: ingestion, data extraction, validation, approval routing, and posting to a system of record.

How do I automate a document workflow?

Start with the extraction step — use AI-powered software like Lido to automatically capture data from documents. Then connect it to your ERP or spreadsheet via API. Most teams see 60-80% time savings from automating extraction alone.

What types of documents can be automated?

Invoices, purchase orders, receipts, contracts, tax forms (W-2, 1099, K-1), claims, bills of lading, and virtually any structured or semi-structured business document.

How much does document workflow automation cost?

Cloud-based extraction tools start at $29/month. Enterprise platforms range from $10K to $100K+ per year. The right choice depends on your document volume and integration requirements.

Do I need IT to set up document workflow automation?

Not with modern tools. Lido requires no code, templates, or IT resources. Upload a document and get structured data back in seconds. Enterprise tools typically require IT involvement for setup and integration.

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