Parse vendor W-9 forms into structured, system-ready data—names, TINs, entity classifications, and addresses mapped to your ERP or AP platform schema.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
Audited controls over a sustained period, not a point-in-time check.
Bank-grade encryption at rest and TLS 1.2+ in transit.
Documents deleted within 24 hours. No copies retained.
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.
The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.
Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.
“Our ERP requires vendor data in a specific format. The W-9 parser outputs structured JSON that maps directly to our vendor record schema, which eliminated a manual reformatting step.”
“Vendor onboarding used to include a full day of AP staff manually entering W-9 data. The parser processes a batch of 50 W-9s in minutes and feeds them straight into our system.”
“The entity classification field is the one most often entered incorrectly during manual processing. The parser identifies LLC vs. S-corp vs. C-corp distinctions accurately, which prevents 1099 filing issues later.”
W-9 parsing transforms the manual vendor data entry process into an automated pipeline. When a company onboards a new vendor or contractor, the W-9 form they submit contains the information needed to create a vendor record, set up payments, and generate accurate 1099s at year-end. W-9 parsing extracts this information and maps it to structured fields that integrate directly with vendor management, ERP, and accounts payable systems.
The distinction between W-9 OCR and W-9 parsing is the level of structure in the output. OCR converts the form image into recognized text, while parsing maps each recognized value to a defined field in a schema—ensuring that the legal name goes to the legal name field, the entity type code maps to the correct classification, and the TIN is validated as either an SSN (XXX-XX-XXXX) or EIN (XX-XXXXXXX) format. This schema-aware output eliminates the formatting and mapping step between extraction and system entry.
Lido provides W-9 parsing that outputs structured JSON or tabular data with fields mapped to standard vendor record schemas. The parser handles the full range of W-9 submissions: cleanly printed forms, hand-filled forms, forms with corrections and cross-outs, and forms submitted as photographs or low-quality scans. Each field includes a confidence score for quality assurance.
AP and procurement teams evaluating W-9 parsing solutions should focus on schema compatibility with their ERP or vendor management system, accuracy on entity classification and TIN extraction, support for varied submission quality, and API availability for automated onboarding pipelines. Lido provides all of these with SOC 2 Type 2 compliance and 24-hour document deletion.
W-9 parsing extracts data from IRS Form W-9 and maps each field to a structured schema. Unlike basic OCR that produces flat text, parsing ensures the legal name, TIN, entity classification, address, and exemption codes each map to the correct field in your vendor management or ERP system.
W-9 OCR recognizes text on the form. W-9 parsing goes further by mapping each recognized value to a defined schema field. The result is structured data that can be imported directly into vendor records without manual field mapping or reformatting.
The parser extracts legal name, business name (if different), federal tax classification, exempt payee code, FATCA reporting code, address (street, city, state, ZIP), TIN (SSN or EIN), and signature date. Each field includes a confidence score.
Yes. Lido outputs parsed W-9 data as structured JSON that maps to standard vendor record schemas. A REST API is available for direct integration with ERP platforms, AP systems, and vendor onboarding workflows.
The AI reads forms with corrections, cross-outs, and overwritten text using contextual understanding. Confidence scoring flags fields where corrections may have affected readability, routing them to human review while processing the remaining fields automatically.
Start free with 50 pages. Upgrade when you’re ready.
Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine
50 free pages. No credit card required.