Purchase Orders

Take orders how your customers want to transact without hitting a scaling wall.

Ingest POs exactly how customers send them: PDFs, spreadsheets, emails, and scans.

Validate against your internal data. Fields are normalized, validated, and enriched with the correct internal reference data before posting to your ERP.

Post clean data to your ERP in minutes. Grow your business without adding more backoffice headcount.

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Automate multi-step document workflows

Extract and validate data from purchase orders, then automate what happens next: validate against your internal account and item lists, upload to your ERP, or populate forms with extracted data.

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Ingest

Upload documents in batches, or connect shared folders and inboxes to automatically ingest new files as they arrive.

Extract

Automatically extract structured data from any document, without templates or manual setup. Tell Lido what fields you need and we'll pull the right data into clean, usable tables.

Validate

Intelligently match extracted data against your internal systems to find the correct records, even when names or details don’t perfectly align, and return clean, validated data ready for your ERP.

Automate

Trigger workflows based on extracted data to route, transform, and deliver results automatically. Split or rename files, send outputs on a schedule, or generate downstream documents with our AI form filler.

Frequently asked questions about Purchase Order OCR and Automation

How does Lido handle handwritten notes or poorly scanned POs?

Lido accurately extracts data from handwritten notes and scans with industry leading 99%+ accuracy.

Can Lido handle purchase orders in different formats from different sources?

Yes, Lido can process documents in various formats, including PDFs, images, word docs, and even Excel files. It can also handle documents received through email, cloud storage services (Google Drive / One Drive), and direct uploads, offering flexibility and convenience in how you manage your healthcare documents.

How does Lido handle multi-page POs or bulk uploads?

Lido easily processes multi-page POs and bulk uploads of up to 100 POs at a time.

How long does it take to "train" the system on a new PO layout?

Unlike legacy OCR tools, Lido's AI data extraction technology is template-free. That means there's no "training" time and things won't break when PO layouts change.

Can Lido match POs against our existing ERP or System of Record?

Yes, Lido uses AI to automatically match POs against your ERP or any uploaded system of record. Our "Fuzzy Match" technology handles common cases like "ACME Corp" in the ERP but "ACME Inc." on the PO.

Turn 50 different PO formats into 1 clean ERP upload

Take orders how your customers want to transact without hitting a scaling wall.

Try our interactive demo now!