The logic is solid: triggers fire, data routes to the right systems, approvals flow through the right people.
But there's one step that keeps breaking: document processing.
Native OCR and document extraction tools inside these platforms struggle with the documents your team actually handles — scanned PDFs, handwritten fields, inconsistent vendor layouts, faded thermal paper. You end up building templates for every document format, retraining models when layouts change, and manually fixing errors downstream.
Lido replaces that one step. You keep your existing workflow. You just swap in Lido's API for the extraction piece.
Lido connects to any automation platform that can make an HTTP call — which is all of them. There are two ways to wire it in, depending on how much control you want.
Lido gives you a unique webhook URL. Your automation platform sends a document to that URL — that's it.
jobId immediately (HTTP 202).jobId to collect the structured output.No API keys to manage. No authentication headers to configure. The webhook triggers a Lido workflow where your business users have already defined how the document gets processed — which fields to extract, what rules to apply, where to send the output. Your technical team just points the HTTP action at the URL and moves on.
This is the fastest path for Power Automate, UiPath, Zapier, Make, or any platform with an HTTP connector.
For teams that want to manage extraction programmatically, Lido also offers a REST API:
Authentication is a single API key (bearer token). Rate limits are generous for batch processing (5 uploads per 30 seconds, 5 status checks per 5 seconds). Your team can generate keys from the Lido dashboard, no IT ticket required.
Either way, your existing workflow takes over once the data comes back. Route it to your ERP, update a spreadsheet, trigger an approval — whatever you've already built.
The native document processing in Power Automate (AI Builder) or UiPath (Document Understanding) works — until it doesn't. Here's where Lido is different:
No templates. No training. No maintenance.
Lido is layout-agnostic. Upload an invoice from a vendor you've never seen before, and it extracts every field correctly on the first try. No building extraction models, no defining zones, no retraining when a vendor updates their format.
99%+ field-level accuracy on real-world documents.
Not just clean digital PDFs — scanned documents, smartphone photos, faxed copies, handwritten fields, carbon copies, dot matrix printouts, faded thermal paper. The documents that actually cross your AP team's desk.
Any document type.
Invoices, purchase orders, bills of lading, receipts, bank statements, financial statements, healthcare claims, customs forms — one API handles all of them. No swapping between pre-trained models or buying add-ons.
Business users own the configuration.
Your operations team can set up and adjust extraction templates directly — adding rules, renaming fields, tweaking output — without filing a ticket or waiting on IT. When a new vendor format shows up or a field needs to change, the people closest to the documents handle it themselves. That means your technical team wires the API integration once and moves on.
Multilingual out of the box.
Processes documents in any language, preserves currency symbols and local formats, and handles multilingual handwriting — no additional configuration.
Teams processing serious volume rely on Lido as their extraction layer:
Lido is SOC 2 Type 2 certified and HIPAA compliant (with BAAs available). Documents are encrypted with AES-256 at rest and in transit, deleted within 24 hours of processing, and never used to train AI models. Support is entirely US-based.
You don't need to rip out your automation platform. You just need a better engine for the document processing step.
Yes. Lido integrates with any platform that can make an HTTP call. You can use Lido's webhook endpoint for the simplest setup, or the REST API for full programmatic control. Power Automate, UiPath, Zapier, Make, and similar tools all work out of the box.
No. Lido is layout-agnostic—it extracts data correctly on the first upload without any template setup, model training, or zone definition. When vendors change their document formats, Lido handles the change automatically.
Lido processes invoices, purchase orders, bills of lading, receipts, bank statements, financial statements, healthcare claims, customs forms, and more. Accepted file formats include PDF (scanned and searchable), images (JPEG, PNG), Excel, and Word documents.
Lido delivers 99%+ field-level accuracy across all document layouts—including scanned documents, handwritten fields, faded thermal paper, and carbon copies. Native tools like Power Automate AI Builder and UiPath Document Understanding typically require significant template tuning to approach that level of accuracy.
No. The webhook endpoint uses a unique URL for security—no API keys or authentication headers are required. Your automation platform just sends an HTTP POST to the URL and gets a job ID back.
Yes. Business users can set up and modify extraction templates directly in Lido—adding rules, adjusting fields, and tweaking output—without writing code or filing IT tickets. Your technical team wires the integration once, and operations owns the configuration from there.
Yes. Lido is SOC 2 Type 2 certified and HIPAA compliant, with Business Associate Agreements (BAAs) available. Documents are encrypted with AES-256, deleted within 24 hours of processing, and never used to train AI models.
Lido typically processes documents in 10–30 seconds, depending on file size and complexity. Results are available immediately via the job result endpoint once processing completes.
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