Automations

Extract Commercial Invoice Data

Extract line items, HS codes, unit values, total declared values, incoterms, currency, and seller/buyer details from commercial invoices for international shipments. Validates HS code completeness and cross-references against packing list quantities.

Logistics

Process Proof of Delivery

Extract delivery date, time, recipient name, signature presence, and exception notations from signed, scanned, and photographed POD documents. Matches to TMS shipment records and routes exception PODs to freight claims workflows.

Logistics

Audit Freight Invoices

Extract linehaul, fuel surcharge, and accessorial charges from carrier freight invoices across any format. Compare against contracted rates and generate dispute-ready variance reports. Catches rate errors and unauthorized accessorials before payment.

Logistics

Extract Packing List Data

Extract item descriptions, quantities, weights, dimensions, carton counts, and PO references from any supplier packing list format. Outputs ASN-formatted data for WMS receiving before freight arrives. Flags shipped vs. ordered quantity discrepancies.

Logistics

Process Customs Declarations

Extract HS/HTS codes, declared values, country of origin, duty amounts, and importer/exporter details from customs declaration forms and commercial invoices. Confidence scoring flags classification errors before CBP filing.

Logistics

Extract BOL Data to TMS

Extract shipper, consignee, container numbers, cargo descriptions, weights, and vessel/voyage data from bills of lading across any carrier format. No per-carrier templates. Outputs TMS-ready structured data for upload or warehouse receiving.

Logistics

Process Superbills for Billing

Extract CPT codes, ICD-10 codes, modifiers, provider NPI, and date of service from superbills and encounter forms. Reads checkboxes and handwritten additions. Claim-ready structured output for practice management system import.

Healthcare

Extract Lab Results to Spreadsheet

Extract test names, result values, reference ranges, abnormal flags, and specimen dates from any reference lab PDF report. Enables trending, EHR import, and population health review without manual transcription.

Healthcare

Process Insurance Claims Documents

Extract CPT codes, ICD-10 codes, charges, and provider info from CMS-1500 and UB-04 claim forms. Reconcile against EOBs and ERAs, classify denials, and flag underpayments against contracted rates.

Healthcare

Split and File Medical Records

Split large scanned medical record packets by patient, encounter date, or document type. Classifies each split document and generates structured file names with extracted metadata. Used in record requests, transfers, and HIM digitization projects.

Healthcare

Extract Patient Intake Form Data

Read handwritten patient intake and registration forms to extract demographics, insurance info, medical history, allergies, and medications. EHR-ready output with confidence flagging for staff review.

Healthcare

Process Prior Authorization Forms

Extract patient info, CPT codes, ICD-10 codes, and provider details from faxed prior authorization forms into submit-ready structured data. Validates code formats and detects urgency flags before submission.

Healthcare

Reconcile Vendor Statements

Extract line items from vendor statements, compare against your AP ledger, and flag missing invoices, duplicate payments, and amount mismatches. Reconciliation that actually gets done every month.

Accounts Payable

Extract Credit Memo Data

Extract amounts and reference numbers from credit notes and debit memos, match to original invoices, and produce a net adjustment spreadsheet. Nothing falls through the cracks at month-end.

Accounts Payable

Automate Invoice Approval Workflow

Extract invoice data, validate against POs, and route for approval based on dollar thresholds. Under $5K auto-approve, over $50K to VP — configured once, runs automatically.

Accounts Payable

Process Vendor Onboarding Documents

Extract data from W-9s, certificates of insurance, vendor applications, and tax forms into structured vendor profiles. Flags missing documents and expiring COIs automatically.

Accounts Payable

Extract Receipt Data for Expense Reports

Photograph or scan receipts and Lido extracts vendor, amount, date, tax, and category automatically. Populates expense reports with zero manual entry.

Accounts Payable

Match Purchase Orders to Invoices

Extract data from POs and invoices, fuzzy-match by vendor and PO number, and flag discrepancies before payment. Automates the three-way match process end-to-end.

Accounts Payable

Redact and Deliver Documents

Identify PII, SSNs, account numbers, and sensitive content in documents and redact them permanently before delivery. Configurable rules, audit log, batch processing.

Document Workflow

Scan and Digitize Paper Documents

Convert scanned images and paper documents to searchable PDFs with extracted structured data. Handles handwriting, faxes, and low-quality scans.

Document Workflow

Extract Tables from PDF to Excel

Extract tables from financial reports, statements, and manifests into clean Excel spreadsheets. Handles scans, multi-table documents, and batch runs.

Document Workflow

Split, Classify, and Route Documents

Split combined PDFs, classify each document by type, and route each to the right team or folder. The full intake pipeline, automated end-to-end.

Document Workflow

Auto-Fill Forms from Documents

Extract data from source PDFs and auto-populate target forms or templates. Source document in, filled form out — no typing or copy-pasting.

Document Workflow

Extract and Validate Document Data

Extract structured data from documents and validate against vendor lists, rate sheets, or catalogs. Mismatches are flagged with confidence scores before entering your ERP.

Document Workflow