Scan documents directly to Salesforce
Lido reads your invoices, POs, and contracts, then creates or updates the records in Salesforce.
- Any document, any layout. Scans, PDFs, email attachments, even handwriting.
- Standard or custom objects. Records land on whatever objects your team already uses.
- Clean data in the right fields. Amounts, dates, and names arrive formatted, not pasted.
Trusted by document-heavy teams
How it works
1. Upload Drop in files, or forward them from email, Drive, or OneDrive.
2. Extract Lido pulls the fields you care about: invoice numbers, vendors, amounts, dates.
3. Sync Records appear in Salesforce with every field filled in. Review anything Lido was unsure about.
Your data's safe with us
Hand-keyed records are how bad data gets into Salesforce.
Book a 15-minute demo. Bring a stack of your real documents.