Send Invoices to Sage Automatically

Upload vendor invoices in any format and get structured data mapped to Sage purchase invoice fields—supplier, date, line items, VAT, and nominal codes.

Enterprise-grade OCR 99.5% uptime SLA SOC 2 certified

See invoice to sage in action

Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.

How it works

Three steps from document to structured data

Upload or forward

Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.

AI reads and extracts

The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.

Export anywhere

Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.

What teams are saying

“Our finance team was spending 15 hours per week entering invoices into Sage 200. Automation cut that to under 2 hours, including the review step before import.”
AT
Alison T.
Financial Controller
“Month-end close was always delayed by unprocessed invoices. Now every invoice hits Sage on the day it arrives, and our close timeline shortened by three days.”
RP
Richard P.
Head of Finance
“The VAT handling across our UK and EU invoices is accurate and consistent. We no longer find VAT coding errors during our quarterly review.”
EB
Emma B.
Accounts Payable Supervisor

Streamlining the invoice-to-Sage data pipeline

Sage accounting software serves millions of businesses, from small enterprises using Sage 50 to mid-market companies running Sage Intacct. For all of these organizations, entering vendor invoices into Sage is a repetitive manual task. Each purchase invoice requires typing supplier details, invoice number, date, individual line items with amounts and descriptions, VAT calculations, and nominal code assignments. Invoice to Sage automation replaces this manual keying by extracting data from invoice documents and formatting it for Sage import.

The manual entry bottleneck becomes acute during month-end close. Finance teams working against close deadlines cannot afford a backlog of unprocessed vendor invoices sitting in the data entry queue. Late invoice entry means incomplete accounts payable balances, inaccurate accruals, and delayed management reporting. Automating the invoice to Sage pipeline ensures that every invoice is captured in the system promptly, keeping AP balances current throughout the month rather than catching up at close.

Format diversity remains the primary technical challenge. Businesses receive invoices from vendors of all sizes, industries, and countries—each with unique layouts. Lido uses AI-powered extraction that reads any invoice format on the first upload, pulling supplier name, invoice number, date, line items, VAT amounts, and totals into structured data that maps to Sage purchase invoice fields. No per-vendor templates or training is required.

Finance teams evaluating invoice to Sage solutions should consider extraction accuracy, VAT handling for domestic and international invoices, nominal code mapping capabilities, and compatibility with their specific Sage version. Lido supports structured output in Excel, CSV, and JSON that can be imported into Sage 50, Sage 200, Sage Intacct, and Sage Business Cloud.

Enterprise ready

Built for operations teams

SOC 2 Type 2

Audited controls over a sustained period, not a point-in-time check.

AES-256 encryption

Bank-grade encryption at rest and TLS 1.2+ in transit.

24-hour deletion

Documents deleted within 24 hours. No copies retained.

Frequently asked questions

How does invoice to Sage automation work?

You upload vendor invoices as PDFs or scans. The AI extracts supplier name, invoice number, date, line items, VAT amounts, and totals, then structures the data for import into Sage as purchase invoice entries. Any vendor format is handled without templates.

Which versions of Sage are supported?

Lido produces structured output compatible with Sage 50, Sage 200, Sage Intacct, and Sage Business Cloud. The export format can be customized to match the import requirements of your specific Sage version.

Can the system map line items to Sage nominal codes?

Yes. Lido supports mapping extracted line items to specific nominal codes based on vendor, description keywords, or custom rules. This reduces the manual coding step that typically follows invoice data entry in Sage.

How does it handle VAT on invoices?

The AI extracts VAT amounts for each line item, supporting standard-rated, reduced-rate, zero-rated, and exempt items. For international invoices with reverse charge VAT, the system identifies the applicable treatment and maps it to the correct Sage VAT code.

Can I automate the entire invoice to Sage workflow?

Yes. Lido supports email auto-forwarding for invoices and can produce Sage-compatible import files automatically. For organizations that want human review, a verification step can be inserted before the Sage import.

Simple, transparent pricing

Start free with 50 pages. Upgrade when you’re ready.

Standard
$29 /month
100 pages per month · 1 user
  • Any file type supported
  • Excel, CSV, JSON export
  • Email auto-forwarding
  • AI columns for custom fields
  • SOC 2 Type 2 compliant

Built on Lido’s OCR engine

Enterprise
Custom
From $30,000/year
  • Everything in Scale
  • Custom ERP integrations
  • Dedicated account manager
  • Live onboarding
  • BAA for HIPAA
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Built on Lido’s OCR engine

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