Automate every step — from email ingestion to ERP posting. Extract line items from any vendor format, match purchase orders, and route approvals without touching a spreadsheet.
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.”
An invoice processing workflow is the step-by-step sequence your organization follows to handle incoming vendor invoices: receive, extract data, validate against POs, route for approval, handle exceptions, and post to your accounting system. Most companies have this workflow — the question is how much of it runs manually.
The typical manual workflow has 6-8 handoffs: email receipt → download → open → data entry → PO lookup → approval request → follow-up → ERP posting. Each handoff adds delay and error risk. Best-in-class teams using tools like Lido collapse this to 2 steps: automated extraction + exception review.
The bottleneck is almost always data extraction. Header fields (invoice number, date, vendor name) are relatively easy to capture. The hard part is line-item extraction — parsing every row in a table that differs across hundreds of vendor formats. Template-free AI handles this by understanding table structure contextually.
Metrics that matter: days payable outstanding (DPO), cost per invoice, first-pass match rate, and exception rate. Teams that automate their invoice processing workflow typically see cost-per-invoice drop from $12-15 to $2-4, and first-pass match rates above 85%.
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Protected health information handled with required safeguards and encryption.
AES-256 at rest, TLS 1.3 in transit. Documents deleted after processing.
A standard workflow includes: receive invoice (email/upload), extract data (header + line items), validate against PO, route for approval, handle exceptions, and post to the accounting system/ERP.
With automation, a clean invoice should process in under 60 seconds from receipt to ERP posting. Exception invoices (PO mismatches, missing data) require human review but should still resolve within hours, not days.
Industry best practice is 80-90% first-pass match rate, meaning 80-90% of invoices flow through without human intervention. Template-free AI tools achieve higher rates because they handle vendor format changes automatically.
If your primary bottleneck is data entry, start with extraction software like Lido ($29/mo). If you also need approval workflows, payment processing, and vendor management, consider full AP suites ($15K+/yr). Many teams start with extraction and add AP features later.
Track cost-per-invoice (manual vs. automated), processing time per invoice, late payment penalties avoided, and early payment discounts captured. Most teams see full ROI within 2-3 months.
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