Automatically match extracted data to your system of record

Skip the VLOOKUPs. Lido uses AI-powered "Fuzzy Matching" to reconcile extracted document data against your database, CRM, or spreadsheets in real-time.

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Trusted by thousands of finance and operations teams

Manual data reconciliation is slowing your team down

Finance and operations teams waste 15+ hours weekly matching data across systems. Lido's AI-powered reconciliation eliminates the grunt work.

Your life today

Manual, time consuming, error-prone

Step 1

Export extracted data and system records

Download extracted document data and export matching records from your database, ERP, or spreadsheets

2 minutes

Step 2

Manually compare records

Use VLOOKUP or visual scanning to find matching entries across datasets

3 minutes

Step 3

Identify discrepancies

Flag mismatches, missing records, and duplicate entries by hand

5 minutes

Step 4

Investigate and resolve

Track down reasons for discrepancies, make corrections, document changes

5 minutes

total time per Document

15 minutes

Your life with Lido

Automated, accurate, effortless

Step 1

Automatic validation setup

Connect your system of record once. Lido automatically pulls the latest updated data to validate against your extracted data.

5 seconds

Step 2

AI-powered fuzzy matching

Intelligent reconciliation finds matches even with typos, formatting differences, or incomplete data

10 seconds

Step 3

Instant discrepancy detection

Automatically flags mismatches, duplicates, and missing records with explanations

Immediate

Step 4

Smart resolution suggestions

Get AI-recommended fixes and one-click approvals for routine corrections

15 seconds

total time per Document

30 seconds

How the time savings add up

15 minutes time saved per document

100 documents per week

25 hours saved per week

How it works

The path to 100% data integrity

Extract and validate data from documents, then automate what happens next: upload to your ERP, populate forms with extracted data, or export a clean CSV.

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Step 1

Intelligent Data Extraction

Lido’s AI-powered engine instantly identifies and extracts every relevant field from any document type and layout with 99%+ field level accuracy.

Step 2

Automated System Matching

Automatically reconcile extracted data against your ERP, CRM, or internal database. AI-powered Fuzzy Matching bridges the gap between real-world documents and your internal system, like matching "GE Services" on a PO to "General Electric" in your ERP.

Step 3

Exception Handling & Verification

Lido applies your custom business logic to tie out records. If a match falls below your custom confidence threshold, it is flagged for a quick human-in-the-loop review, ensuring only 100% verified data enters your downstream systems.

Step 4

Seamless Downstream Sync

Once reconciled and verified, the data is mapped to your custom scheme. With a single click or via API, the clean data is pushed directly into your system of record, eliminating the need for any manual lookup or data entry.

The time we save with Lido allows our focus to be directed to other tasks. We're able to handle more accounts with fewer reps.

Read the full case study ->

Elizabeth Rodriguez

Billing Manager

Use cases

One AI engine for all your data reconciliation workflows

Whether you are managing global supply chains, private equity portfolios, or high-volume accounts payable, Lido’s automated data reconciliation bridges the gap between messy documents and your system of record.

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Purchase Orders

The Problem

Inbound POs rarely use your internal identifiers, breaking traditional VLOOKUPs.

Lido's Solution

AI-powered fuzzy logic automatically matches names to your Client Master in NetSuite or Salesforce.

The Result

100% automated matching for existing clients; instant flagging for new entities.

Investment Statements

The Problem

Non-standardized tickers and CUSIPs from different brokerages lead to manual mapping nightmares.

Lido's Solution

Reconcile extracted holdings against your internal security master using AI-driven context.

The Result

100% accurate portfolio and tax reporting with automated mapping to your unified schema.

Bills of Lading

The Problem

Inbound shipment documents often have truncated tracking numbers or missing reference codes.

Lido's Solution

Cross-reference multiple "fuzzy" data points like address, weight, and date to verify the record.

The Result

Automated "Order-to-Cash" cycles with instant verification of original Sales Orders.

Security

Enterprise grade security and compliance

SOC 2 Type II Compliant • HIPAA Compliant • No training on your data

Frequently asked questions

How does the "Fuzzy Matching" actually work?

Lido uses AI-driven record linkage that looks beyond exact character strings to understand the context of the data. It accounts for common discrepancies like abbreviations ("GE" vs. "General Electric"), transposition of numbers, or differing date formats by calculating a confidence score for every potential match.

Can I set my own "Confidence Thresholds"?

Yes. You have full control over the sensitivity of the matching engine; for example, you can set a rule to automatically sync matches above 95% confidence while flagging anything lower for manual review. This ensures that high-stakes data is never pushed to your downstream systems without meeting your specific accuracy standards.

What happens when a match cannot be found?

Lido follows your custom business logic for exception handling. If the engine cannot find a record that meets your threshold, the document is flagged for dedicated review where a human can manually link the record or create a new entry in your system of record.

Does this work with proprietary databases or just standard ERPs?

Lido is designed to connect to your existing "System of Record," whether that is a standard platform like NetSuite, Salesforce, or QuickBooks, or a proprietary SQL database accessed via API. We map the extracted data to your unified schema so your internal systems receive standardized, ready-to-use information.

Ready to grow your business with document automation, not headcount?

Join hundreds of teams growing faster by automating the busywork with Lido.

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