Before you spend $50K on consultants, find out which parts of your document workflow you can automate yourself in 5 minutes — and which ones genuinely need expert help.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
No templates, no model training, no IT dependency.
Drag and drop PDFs, scans, or photos — or send them via API. Any format, any layout.
Layout-agnostic AI captures header fields, line items, and tables — without templates or training.
Send extracted data to QuickBooks, NetSuite, Google Sheets, or any system via API and webhooks.
“We replaced 20 hours of weekly data entry. Documents that took 10 minutes each now process in seconds.”
“ChatGPT and Power Automate couldn’t handle our vendor-specific formats. This tool worked on every document from day one.”
“We process 400 purchase orders per week now. The accuracy is better than our manual team and it never takes a sick day.”
Workflow automation consulting is a professional service where external specialists analyze your business processes, identify automation opportunities, design solutions, and implement them. Consulting firms — from Big Four (Deloitte, Accenture, PwC, EY) to boutique agencies — typically charge $150-$400/hour for this work.
The question isn't whether workflow automation is valuable — it is. The question is whether you need a consultant to implement it. For complex, multi-system orchestration (SAP migrations, custom RPA development, compliance-driven workflows), consulting makes sense. For document processing and data extraction, self-serve software like Lido typically delivers faster results at 1/100th the cost.
Here's the honest breakdown: workflow automation consulting engagements typically run $50K-$500K and take 3-12 months. A self-serve document extraction tool costs $29-$500/month and is live in minutes. The consulting path makes sense when your workflow spans 5+ systems with custom business logic. The software path makes sense when your core problem is getting data out of documents.
The most effective approach for mid-market companies is hybrid: use self-serve tools for the document processing layer (extraction, validation, routing), and bring in consultants only for complex system integration or custom workflow design. This keeps costs low and timelines short while still getting expert help where it matters.
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AES-256 at rest, TLS 1.3 in transit. Documents deleted after processing.
Hire consultants when your automation involves 5+ interconnected systems, custom compliance requirements, or enterprise-scale RPA deployment. For document processing and data extraction, self-serve software is faster and cheaper.
Consulting engagements typically range from $50K to $500K, depending on scope. Big Four firms charge $150-$400/hour. Boutique agencies charge $100-$250/hour. Self-serve software like Lido starts at $29/month.
Most workflow automation consulting projects take 3-12 months from assessment to full implementation. Self-serve document automation tools are live in minutes.
For document-centric workflows (invoice processing, data extraction, document routing), yes — modern AI tools handle this without consulting. For complex multi-system orchestration, consultants still add value in architecture and integration design.
Start with document processing — it's the highest-ROI, lowest-risk automation target. Extract data from invoices, POs, and receipts using AI software, then gradually automate routing, approvals, and system integration.
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