Classify documents automatically
Doing this at scale? Automate it with Lido
Drop a stack of mixed documents and Lido sorts them by type. Invoices, contracts, receipts, forms — each one gets classified and routed to the right workflow.
- AI classification. Lido reads each document and identifies what it is. No barcodes, no naming conventions, no manual tagging.
- Custom categories. Define your own document types. Lido learns the difference between a vendor invoice, a purchase order, and a packing list.
- Route by type. Classified documents feed directly into the right workflow: invoices to AP, contracts to legal, receipts to expense reporting.
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How it works
Upload
Drop a mixed batch of documents or connect a watched inbox. Lido picks up new files as they arrive.
Classify
Lido reads each document and assigns it to a category. Invoices, contracts, forms, receipts, correspondence — or your own custom types.
Route
Classified documents go to the right folder, the right workflow, or the right person. Invoices to extraction, contracts to review, receipts to expense.
Why teams switch from manual document sorting
The sorting pile
Someone on your team opens every document, figures out what it is, and puts it in the right folder. When your inbox receives hundreds of mixed documents a week, sorting becomes a full-time job.
The Lido approach
Lido reads every document and classifies it automatically. New files get sorted into the right bucket and routed to the right next step. The same rules run on every batch without anyone opening a single file.
Lido vs manual document sorting
| Feature | Lido | Manual / basic tools |
|---|---|---|
| AI-powered classification | ✓ | ✗ |
| Custom document categories | ✓ | ✗ |
| Auto-route to downstream workflows | ✓ | ✗ |
| Handles mixed batches (100s of files) | ✓ | ✗ |
| Sort one file at a time | ✓ | ✓ |
| Rename and move to folders manually | ✓ | ✓ |
Your inbox is a mess of mixed documents. Lido sorts them.
Try Lido free and classify your first batch in minutes.
Common use cases
Sort vendor mail
Invoices, credit memos, statements, and remittance advice arrive in one inbox. Lido classifies each one and routes invoices to extraction, statements to reconciliation.
Triage incoming documents
Contracts, amendments, notices, and correspondence arrive mixed together. Lido sorts them by type and routes each to the right attorney or workflow.
Classify patient documents
Intake forms, lab results, referral letters, and insurance cards arrive as one scanned batch. Lido separates and routes each to the right section of the patient file.
Sort shipping documents
Bills of lading, packing lists, customs declarations, and commercial invoices arrive together. Lido classifies each and routes them to the right processing step.
See it sort a stack of mixed documents in 5 minutes.
Upload a batch, define your categories, and watch them route.
Enterprise grade security and compliance
Frequently asked questions
How does Lido classify documents?
Lido uses AI to read each document and identify what type it is based on content, layout, and key fields. You define your categories and Lido learns to sort documents into them.
What document types can it recognize?
Any type you define. Common examples include invoices, purchase orders, receipts, contracts, forms, correspondence, and statements. You can add custom categories specific to your workflow.
Does it need barcodes or special formatting?
No. Lido classifies based on the content of the document itself. It works with scanned PDFs, native PDFs, and images without any pre-labeling.
Can I classify hundreds of documents at once?
Yes. Drop a mixed batch and every document gets classified and routed. There is no per-file limit.
What happens after classification?
Each classified document routes to the next step you configure: a specific folder, an extraction workflow, an email recipient, or an external system.
Do I need to install anything?
No. Lido runs in the browser. Connect a watched inbox or folder and documents get classified automatically as they arrive.
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