Extract Invoice Data to ERP Upload Sheets Automatically

How invoice-to-ERP extraction works in Lido

Lido reads invoices from any vendor format and produces your ERP upload file.

1. Invoices arrive

PDFs land in a shared inbox, watched folder, or get uploaded directly. Lido picks them up automatically.

2. Every field extracted

AI extracts vendor name, invoice number, date, PO number, line items, unit prices, totals, tax, and GL codes from each PDF regardless of layout.

3. Fields map to template

Each value goes into the exact column of your ERP upload sheet. Set the mapping once; Lido applies it to every invoice.

4. Upload sheet ready

Download the completed file for ERP import, or connect Lido directly to your system.

What changes for your AP team with Lido

The manual keying loop

An AP clerk opens each PDF and types vendor name, PO, and amounts into a sheet.
One typo means a failed ERP import and an hour of debugging.
The same manual keying repeats daily with no reduction in error rate.

The Lido approach

Drop the invoice batch and every field lands in the correct column automatically.
The ERP-ready file is produced in minutes instead of hours of manual entry.
Validation flags mismatches before import so failed uploads stop happening.

Invoice formats Lido handles

Standard vendor invoices

Typed PDFs with header fields and line item tables, any layout.

Scanned paper invoices

Photos or scans — Lido applies OCR and extracts every field.

Multi-page invoices

Line items spanning multiple pages captured as a single table.

Credit memos and adjustments

Negative amounts and partial credits mapped to the right columns.

AP automation

From invoice PDF to ERP upload in seconds, not hours.

Upload an invoice and your template. See the fields filled automatically.

Common use cases

Accounts Payable

Weekly invoice batch processing

Lido processes the full weekly invoice batch in minutes, not a Friday afternoon.

Split and rename invoices

Finance

Month-end close acceleration

Eliminate the keying bottleneck so every outstanding invoice is in the system on time.

Procurement

PO matching and validation

Extracted PO numbers matched against open purchase orders, mismatches flagged before ERP import.

Shared services

Multi-entity invoice routing

Invoices extracted and routed to the correct ERP instance or GL code by entity.

Zero data entry

Your upload template, filled automatically from every invoice.

Try Lido free. Upload your first batch and see the template filled in minutes.

Extract invoice data into your ERP upload sheets