Pull tables, fields, and structured data from PDFs, images, and scanned documents into Excel or Google Sheets. AI reads any layout without templates or manual setup.
No templates. No training data. No manual data entry.
Upload invoices, bank statements, receipts, reports, tax forms, or any other document. Drag and drop one file or hundreds. The AI handles any layout, language, or scan quality — PDFs, images, and photos all work.
The AI reads each document like a person would, identifying tables, headers, line items, dates, amounts, and totals by context. No templates to configure, no extraction zones to define, no training data to provide.
Get your structured data in Excel, Google Sheets, CSV, or JSON. Every field lands in the right column. Use AI columns to define custom extraction rules in plain English for any data point you need.
Drop any invoice, bank statement, receipt, or report below and get structured spreadsheet data back immediately.
AI handles any document type, any layout, any volume.
Invoices, bank statements, receipts, purchase orders, financial reports, tax forms, shipping documents, insurance claims, and medical records. The AI interprets fields by context and layout, not fixed rules. Works on PDFs, scanned pages, images, and photos from any source.
Traditional tools require you to configure extraction zones for each document layout. Lido uses layout-agnostic AI that reads document structure automatically. When vendors change their invoice format or you receive a new document type, the AI adapts without reconfiguration.
The AI identifies tables within documents and extracts each row as a structured record. Line items from invoices, transaction rows from bank statements, and itemized entries from reports all land in organized spreadsheet columns with the correct headers.
Upload hundreds of documents at once. The AI processes them simultaneously and outputs all extracted data into a single spreadsheet. Connect an email inbox or cloud folder for automatic processing as new documents arrive — no manual uploads needed.
Export extracted data to Excel (.xlsx), Google Sheets, CSV, JSON, or XML. REST API returns structured JSON with confidence scores for every field. Direct ERP integration sends data into accounting and business systems automatically.
SOC 2 Type 2 certified and HIPAA compliant. AES-256 encryption at rest, TLS 1.2+ in transit. Documents automatically deleted within 24 hours. Your files are never used to train AI models. BAA available for healthcare and financial organizations.
“We receive documents from over 400 vendors — invoices, packing slips, purchase orders — all different formats. Before this, our team spent three days per week on manual data entry. Now the data lands in our spreadsheet automatically and we just review the flagged items.”
“Extracting data from bank statements and receipts used to be our biggest bottleneck during month-end close. Now we upload the entire batch and have structured data in Excel within minutes. Accuracy is consistently above 97% across all document types.”
“The fact that it works on scanned PDFs, digital documents, and even photos of receipts without any template setup is what sold us. We process invoices, tax forms, and shipping docs all in the same workflow. Manual data entry dropped by about 90% in the first month.”
“Our operations team processes 3,000+ documents every month — invoices, receipts, bank statements, and shipping records. We used to have four people copying data into spreadsheets by hand. Now it runs automatically and we just review exceptions.”
Operations teams processing high-volume documents have eliminated manual data entry after switching to AI-powered extraction that handles any layout without templates.
Business documents contain critical data that needs to flow into spreadsheets, databases, ERPs, and accounting systems. Invoices carry line items, amounts, and vendor details. Bank statements hold transaction records and balances. Receipts contain expense data. Tax forms have income figures and withholding amounts. The data is there, locked inside PDFs, scanned pages, and images, and extracting it manually is one of the most time-consuming tasks in any finance or operations workflow.
Copy-paste is the first approach most teams try, and it breaks immediately on multi-column tables, merged cells, and line items that span rows. Traditional OCR converts scanned text into editable characters but provides no understanding of what those characters mean or how they relate to each other. A traditional OCR engine might read "Total: $4,287.50" but cannot distinguish that from a subtotal, tax amount, or line item price without additional logic. Template-based extraction tools let you define zones on the page where specific fields appear, but those templates break the moment a vendor changes their document layout or you start processing documents from a new source.
AI-powered data extraction takes a fundamentally different approach. Rather than matching pixel patterns or requiring templates, Lido reads the entire document the way a person would — interpreting headers, tables, labels, amounts, and relationships between fields. It understands that the column labeled "Qty" contains quantities, that the number next to "Invoice Total" is the total amount, and that rows in a table represent individual line items. This contextual understanding works across document layouts because the AI interprets meaning, not fixed positions on a page.
For a deeper look at how modern extraction technology works, see What is data extraction on the Lido blog. The article covers the technical differences between rule-based, template-based, and AI-powered approaches, and explains why layout-agnostic AI has become the standard for high-volume document processing.
The practical result is that teams processing invoices, bank statements, receipts, tax forms, or any other document type can upload files in batch and get clean, structured spreadsheet data back. Each field lands in the correct column with confidence scores for validation. High-confidence extractions flow through automatically while flagged items get human review. Whether you process 50 documents per month or 50,000, the AI handles any layout from any source without templates, training data, or manual configuration.
Audited security controls verified over a sustained period.
Bank-grade encryption at rest. TLS 1.2+ in transit.
BAA available for healthcare and financial document processing.
You can extract data from virtually any document type — invoices, bank statements, receipts, purchase orders, financial reports, tax forms, shipping documents, insurance claims, medical records, and contracts. The AI handles PDFs, scanned documents, smartphone photos, faxes, and image files. It works across layouts from hundreds of different sources because it interprets document structure by context and meaning, not fixed templates or extraction zones.
AI-powered data extraction achieves 95–99% accuracy on clean digital documents and 90–98% on scanned documents with variable quality. The AI reads each document the way a person would, interpreting tables, headers, labels, and field relationships by their position and context rather than relying on pixel-level pattern matching. Extracted fields include confidence scores so you can review low-confidence results while high-confidence data flows through automatically.
Yes. Upload hundreds of documents at once and the AI processes them simultaneously, outputting all extracted data into a single Excel or Google Sheets file. For ongoing workflows, connect an email inbox or cloud drive folder so new documents are processed automatically as they arrive. Batch processing handles mixed document types — invoices, statements, receipts, and reports in the same upload — without any configuration.
No. Traditional extraction tools require you to define extraction zones for each document layout, and those templates break whenever a vendor changes their format. Lido uses layout-agnostic AI that understands document structure automatically. It identifies fields like invoice numbers, dates, amounts, and line items by context and meaning, so it works on any document layout without templates, training data, or manual configuration.
Yes. The AI handles digital documents, scanned pages, smartphone photos, faxes, and image files. It combines advanced OCR with document understanding to read text from scans and photos, then interprets the layout to extract structured data. This works on poor-quality scans, skewed pages, and documents with handwritten annotations. Accuracy on scanned documents typically ranges from 90–98% depending on scan quality.
Yes. Lido is SOC 2 Type 2 certified and HIPAA compliant, with AES-256 encryption at rest and TLS 1.2+ in transit. All uploaded documents are automatically deleted within 24 hours of processing. Your documents are never used to train AI models. A signed Business Associate Agreement is available for organizations processing healthcare or financial documents.
Extracted data can be exported to Excel (.xlsx), Google Sheets, CSV, JSON, and XML. For developers building automated pipelines, a REST API returns structured JSON with field-level confidence scores. Direct integration with ERP and accounting systems means extracted data flows into your existing workflows without manual import steps.
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