Lido extracts invoice data, routes for approval by your rules, and auto-approves routine invoices that match a PO. Exceptions go to the right person.
.png)
.png)
Lido reads the invoice, makes the routing decision, and only needs a human at the approval point.
Vendor invoices arrive by email, portal, or scanned batch. Lido extracts vendor name, invoice number, date, payment terms, line items, and total from any format.
The invoice is matched against your open PO register. Lido checks PO existence, vendor match, and amount tolerance. No-PO invoices are flagged and routed to AP for exception handling.
Invoice total drives routing. Under $5K with PO match: auto-approved. $5K–$50K: department manager. Over $50K: VP of Finance. Thresholds and escalation paths are configurable.
The approver sees the invoice, matched PO, extracted line items, match status, and any validation flags. No need to look up the PO separately.
Approved invoices push to your payment queue or ERP with fields pre-populated. Rejections return to AP with reasons. Past-SLA invoices auto-escalate to the approver's manager.
Upload a batch and get structured output in minutes.
Single-page and multi-page invoices from any vendor. Header fields, line-item tables, and payment terms extracted regardless of layout.
Monthly SaaS, managed service, and retainer invoices. Lido recognizes recurring vendors and can auto-approve within-budget charges.
Electricity, gas, water, and facilities management invoices. Low-variance candidates for auto-approval with usage-based exception rules.
Time-and-materials invoices with hour logs. Extract billable hours, rates, and project codes to validate against SOW budgets.
High-value invoices for equipment, software licenses, and infrastructure. Typically above VP approval threshold.
Invoices between subsidiaries or related entities. Require different approval paths and GL coding than third-party invoices.
| Feature | Lido | Email-based routing |
|---|---|---|
| Route invoices to approvers based on amount and vendor automatically | ✓ | ✗ |
| Validate PO match before routing to approver | ✓ | ✗ |
| Auto-approve invoices within threshold with matched POs | ✓ | ✗ |
| Escalate automatically when SLA is missed | ✓ | ✗ |
| Full approval audit trail with timestamps | ✓ | ✗ |
| Forward invoice PDFs manually and hope for a reply | ✗ | ✓ |
Configure your approval matrix once. Lido routes, reminds, escalates, and logs, without anyone managing the queue.
A manufacturer routes supplier invoices to the plant manager, operations director, or CFO based on the invoice amount and the cost center on the associated PO. Maintenance invoices under $2,500 auto-approve; capital equipment invoices over $50,000 require CFO sign-off.
Carrier invoices within 2% of the contracted rate and under $10,000 auto-approve. Freight invoices with accessorial charges not on the rate confirmation are held for the logistics manager to review and approve or dispute.
Consulting subcontractor invoices are validated against the approved SOW budget before routing to the engagement manager for approval. Invoices that would exceed the SOW budget are escalated to the partner level with budget context.
A holding company has different dollar thresholds and approvers for each subsidiary. Lido routes each invoice to the correct entity approval path based on the extracted entity code or billing address, applying the right approval matrix for each entity.
%20(1).svg)
