Prepared for Schomp · Feb 19, 2026

Your path to document automation starts here

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

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01

What we heard

Bank statements your current tool can't handle
You've automated vehicle invoices and vendor invoices with Super AI, but bank statements — hundreds of pages long — are the next hurdle. You need to categorize debits, credits, and checks, then cross-reference them back to your ERP for auto-reconciliation.
13 stores, 500,000+ pages per year
Across your 13 automotive stores in Colorado, Utah, and California, you're processing vehicle invoices, vendor invoices, and bank statements — and you've already eliminated headcount by automating the first two. Now you need the same for bank reconciliation.
Need 100% accuracy for ERP matching
You said it yourself: "If I could output an API 100% accurate, I would sign the contract today." Your auto-reconciliation workflow depends on every field matching perfectly to your DMS/ERP system.
02

How Lido solves this

Challenge
Bank statements are hundreds of pages and Super AI can't process them — categorizing debits, credits, and checks for reconciliation is still manual
Our Solution
Lido extracts from bank statements of any length, automatically categorizes transaction types, and outputs structured data ready for your reconciliation workflow via API.
Automate the "next hurdle" your current tool can't touch — bank reconciliation across all 13 stores
Challenge
Super AI doesn't output structured spreadsheet-format data, making it harder to map fields to your ERP
Our Solution
Lido outputs clean spreadsheets and structured JSON via API, with fields mapped exactly how your ERP needs them — no reformatting step required.
Direct API-to-ERP pipeline with zero manual field mapping
Challenge
You need 100% accuracy to auto-match extracted data to your DMS/ERP without manual verification
Our Solution
Lido extracts with 99.5–100% accuracy on typed documents, plus reference lists to validate against known values like vendor names, GL codes, and account numbers.
Confident auto-reconciliation — no human spot-checking required before ERP insertion
03

Your projected ROI

Net annual savings
Here's how we got there
Current State
pages processed per month
Time per page (manual verification)
Monthly hours on page 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

TOK Commercial

Real Estate / Property Management (400 properties)

TOK Commercial manages 400 properties and receives 150 multi-page vendor documents monthly, each with different formats and field labels. They needed data extracted and mapped to their ERP — including automatic GL coding.

Results:
  • 85% increase in AP team capacity
  • 150 invoices processed monthly with zero manual data entry
  • 1 FTE hire saved
  • AI auto-assigns internal invoice coding for ERP import
"Now we don't have manual invoice data entry work, nor human error."

Like Schomp, TOK needed extracted data mapped directly to their ERP with zero manual reformatting — and needed the accuracy to trust automated processing.

05

Questions you raised

?

Does it cost more if we add more document types — bank statements, vehicle invoices, car deals?

No. Pricing is per page regardless of document type. Whether you're processing bank statements, manufacturer invoices, vendor invoices, or car deals, it's the same rate. You can add as many document types as you need without any additional per-type fees.

?

What does billing look like — is it all up front, spread monthly, or quarterly?

At enterprise tiers, we offer flexible billing. The default is annual up front, but we accommodate quarterly and semi-annual billing at no additional cost. Monthly billing is also available with approximately an 18–20% premium. We also offer POC clauses with a 90-day refund option for enterprise commitments, so you can validate the tool before you're locked in.

?

Can we start at Level 1 Enterprise and scale up as we switch more documents over?

Absolutely. You can start at Level 1 Enterprise and upgrade prorated through the tiers as your volume grows. Many customers start with one use case — like bank statements — validate it, then expand to vehicle invoices, vendor invoices, and more. Every page past your tier's included volume is charged at the per-page overage rate, so you never hit a wall.

06

Your investment

Recommended for your volume
$ /month

Ready to get started?

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