Prepared for Lucifer Lighting · Feb 23, 2026

Your path to document automation starts here

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

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01

What we heard

30 orders/day, 60 PDF formats
You receive roughly 30 new orders daily from 50-60 different reps, each sending their own PDF purchase order format. Your team manually types or copy-pastes from each PDF into Siteline.
Two POs per order to cross-check
Every order arrives with two purchase orders — one from the rep and one from the distributor. Your team has to manually compare them and flag discrepancies before entering.
Data scattered across PDFs, emails, and subject lines
Critical order information doesn’t always live in the PDF. Shipping instructions appear in the email body, order details show up in subject lines, and some POs arrive as links rather than attachments.
02

How Lido solves this

Challenge
50-60 different rep formats, all manually entered into Siteline
Our Solution
Lido extracts order data from any PDF format without templates — define your fields once, and every rep’s format works automatically
~30 orders/day extracted in seconds vs. manual copy-paste
Challenge
Cross-checking distributor PO against rep PO for every order
Our Solution
Set up two extraction sheets — one for each PO type. Lido validates matching fields (quantities, prices, part numbers) and flags discrepancies automatically
Only review the 5-10% of orders with mismatches instead of cross-checking every one
Challenge
Order data split across PDF attachments, email body, and subject lines
Our Solution
Lido’s email ingestion natively extracts from attachments, body, and subject simultaneously — no manual downloading or copy-pasting
One automated inbox replaces manual email triage for the entire order entry team
03

Your projected ROI

Net annual savings
Here's how we got there
Current State
purchase orders processed per month
Time per purchase order (manual verification)
Monthly hours on purchase order 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
Hours returned to your team annually
Annual cost savings
04

Companies like yours

ACS Industries

Manufacturing / 1,000+ employees

ACS Industries receives a flood of purchase orders via email in every format — PDFs, spreadsheets, images, even plain-text emails. Manual entry was slow, error-prone, and couldn’t keep up with volume.

Results:
  • 400 POs automatically processed each week
  • 30 hours saved each week on manual data entry
  • 99.5–100% accuracy on typed documents
  • Avoided hiring an additional FTE for data entry
“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 Lucifer Lighting, ACS Industries needed to extract PO data from dozens of different vendor and rep formats and push structured data into their ERP system — without building templates for each one.

05

Questions you raised

?

Can we split header info and line items into separate sheets from the same PDF?

Yes. Set up one sheet for order-level info (customer, PO number, shipping address) with “extract multiple rows” turned off, and another sheet for line items (part numbers, quantities, unit prices) with it turned on. Both extract from the same document, and re-extraction within the first 24 hours doesn’t use additional credits — so you can iterate on your column setup without burning through pages.

?

Can it reference our internal customer list to flag new vs. existing customers?

Yes. Lido can reference a maintained list of known customers via a context document or a lookup sheet within the same workbook. It adds a column automatically indicating whether each order is from a new or existing customer. You can then use filtered views to route new customer setup to finance and existing customer orders straight to entry — no manual sorting required.

?

What about wasted pages like terms and conditions — do those count as credits?

No. You can set page ranges to exclude terms and conditions pages, so you only use credits on the pages that contain actual order data. This is a common concern for teams receiving multi-page POs where only the first one or two pages contain the information you need.

06

Your investment

Recommended for your volume
$ /month

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