Prepared for Fast Growing Trees · Apr 15, 2026

Your path to document automation starts here

Thank you for taking the time to explore Lido with us, Brian, Pam, Chloe. Here's everything we discussed, personalized for your team's needs.

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01

What we heard

20 hours a week on three-way matching
Your three-way match process across POs, invoices, and receiving records takes roughly 20 hours a week across three people — somewhere between half and a full FTE dedicated just to reconciliation.
Manual shipping invoice allocation
Pam spends 8-10 hours a month breaking down each shipping invoice by number of pickups and dividing costs by percentage of the truck that went to each PO.
AI mandate, three-person team
You have a company-wide mandate to implement AI, but your finance department is only three people — you need a turnkey solution that works out of the box, not a build-your-own project.
02

How Lido solves this

Challenge
Three-way matching 500+ invoices/month across hundreds of vendor formats against POs and receiving records — all manually
Our Solution
Lido extracts invoice data from any format, then uses smart lookup to match PO numbers, vendor names, quantities, and totals against your inventory system automatically
20 hours/week of manual matching eliminated — buyers see a morning exception report with only discrepancies to investigate
Challenge
Shipping invoices need manual breakdown by pickup, percentage-based truck allocation, and coding back to individual POs
Our Solution
Lido’s workflow builder automates the allocation logic — extract the shipping invoice, look up the POs on that truck, calculate splits, and output the coded breakdown
8-10 hours/month of manual shipping allocation automated — costs coded accurately across POs without AP intervention
Challenge
12,000 invoices/year but only half are product invoices that need matching — the rest are utility bills and non-inventory noise
Our Solution
Lido’s document classifier filters inventory vendor invoices before extraction, so pages aren’t wasted on irrelevant documents
Only relevant invoices processed — zero manual sorting, no wasted page credits on non-inventory documents
03

Your projected ROI

Net annual savings
Here's how we got there
Current State
invoices processed per month
Time per invoice (manual verification)
Monthly hours on invoice processing
Fully-loaded hourly cost
Monthly cost of manual processing
With Lido
Estimated time reduction
Hours saved per month
Monthly savings
Lido cost (estimated at your volume)
Net monthly savings
04

Companies like yours

ACS Industries

Manufacturing / PO Processing

ACS Industries was drowning in purchase orders arriving via email in every format — PDFs, spreadsheets, images, even email body text. Manual entry was slow, error-prone, and couldn't keep up with volume.

Results:
  • 30 hours saved each week on PO processing
  • 400 POs automatically processed each week
  • 99.5-100% accuracy on typed documents
  • 1 full-time hire avoided
“Thanks to Lido, we’re processing ~400 weekly POs automatically with complete accuracy. We avoided a new hire and saved a chunk of money while reliably automating PO processing.”

Like Fast Growing Trees, ACS Industries needed to match POs against invoices across hundreds of vendor formats — and needed a solution their team could rely on without constant IT involvement.

05

Questions you raised

?

What’s your pitch against building this in Claude or ChatGPT?

7 out of 10 sales calls we take, teams have already tried building document processing with Claude or ChatGPT. It handles 20-30% of what’s needed — it can’t work across different document structures, can’t handle high volume, and has no matching functionality. Plus there’s ongoing maintenance cost to reprogram for new vendor formats.

OpenAI, Anthropic, and Google are building general-purpose models designed to power companies like Lido — they’re not trying to replace the specific AP workflows we build. We’ve already done the hard work of making extraction, matching, and validation work reliably at scale for exactly this use case.

?

Can your tool match a botanical name to a common name?

Yes. Lido uses meaning-based semantic matching that understands different ways plants, trees, and items can be described — botanical names, common names, abbreviations, sizing variants. We already work with another nursery that matches across 5 fields: description, size, caliper, category, and color.

As long as you tell us what fields to match on, we handle the variants automatically. No manual training or template maintenance required.

?

If we sign today and Aleks is booked, when do we actually start?

If you start in the near term, Aleks has availability for discovery sessions within the first week. The implementation typically takes 2-4 hours of setup, then 1-2 weeks of testing and refinement. Most teams are fully live within 3-4 weeks.

We match your tempo — if you need it fast, we can compress the timeline. The longest delays are usually on the customer side (getting data access, scheduling internal reviews), not on ours.

06

Your investment

Recommended for your volume
$ /month
07

What happens next

Already done
In progress
Your one next step

Ready to get started?

Most teams are live within a week.
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