Lido

Lido is an AI-powered Optical Character Recognition (OCR) tool built specifically to transform PDFs and financial documents into structured Excel spreadsheets. Targeting finance and operations teams, Lido automates the extraction of data from both scanned and digital PDFs, eliminating manual data entry, cutting down processing time, and significantly reducing errors. The platform focuses on accuracy and customization, letting users define extraction rules and clean data automatically—making it a practical alternative to hand‑keying rows of numbers.

• AI‑Driven Data Extraction: High‑precision OCR that pulls text and numbers from scanned documents, image‑based PDFs, and digital files with near‑perfect accuracy.
• Customizable Extraction Rules: Define rules that transform extracted data on the fly—for example, normalizing vendor names, reformatting dates, or mapping codes to standard values.
• Table Extraction Capabilities: Users can draw a bounding box around a table on a PDF page and Lido converts the detected rows and columns into a clean spreadsheet.
• Automated Data Cleaning: Built‑in AI standardizes number formats, categorizes expenses, removes stray characters, and flags anomalies to keep data error‑free.
• Batch Processing: Upload multiple files at once and apply reusable extraction templates, reducing repetitive manual work.
• Export to Excel (.xlsx): Extracted tables are exported as ready‑to‑use Excel workbooks, with formatting preserved and no additional cleanup needed.

1. Sign up and log in: Create an account at lido.app and access the web dashboard.
2. Upload your PDF: Drag and drop one or multiple financial documents (bank statements, invoices, reports) directly into the app.
3. Define what to extract: Use the visual box tool to select a table area on the PDF page, or set up custom extraction rules like “convert this field to uppercase” or “extract only numeric values after the $ sign”.
4. Run the extraction: Start the AI‑powered OCR process; wait a few seconds while the tool parses the document and populates a preview of the extracted data.
5. Review and clean: Inspect the output, apply automatic cleaning (standardise formats, categorise) and manually correct any edge cases if needed.
6. Export to Excel: Once satisfied, download the result as an .xlsx file, ready for analysis or import into other systems.

Lido offers tiered monthly subscriptions based on the number of pages processed. All plans include AI extraction, cleaning, and Excel export. A free trial may be available—check the official website for the latest offer.

• Starter: $24/month – 100 pages per month, suitable for individuals and light‑volume users.
• Professional: $95/month – 500 pages per month, built for small finance teams.
• Business: $150/month – 1,000 pages per month, ideal for growing businesses with moderate document flows.
• Enterprise: Custom pricing – tailored page limits, dedicated support, and advanced integration options for large teams.

Note: Pricing may have changed since this listing. Visit lido.app for current details.

• Web application (desktop‑oriented): fully functional through any modern browser on Windows, macOS, and Linux.
• No native mobile app: Lido is optimised for desktop use and does not currently support smartphones or tablets.
• Cloud‑based processing: uploads and data extraction happen in the cloud, so no local software installation is required.
• API/SDK availability not publicly documented: the tool is primarily operated through its interactive web interface.

• Save frequently used extraction rules as templates so you can reuse them on similar documents each month.
• Always spot‑check the first few converted documents to confirm the AI cleaning has correctly interpreted date and currency formats.
• Use the batch upload feature for documents of the same layout to save even more time.
• Keep original PDFs well‑scanned (high resolution, straight orientation) to maximise OCR accuracy.
• If a table spans multiple pages, extract each page’s visible area separately or combine them manually in Excel after export.
• Take advantage of the AI categorization to group expenses; review the category mapping before finalizing your spreadsheet.

• Finance professionals who process large volumes of invoices, statements, and payment confirmations on a daily or monthly basis.
• Accounting teams looking to accelerate data entry during month‑end closes and reduce manual errors in reconciliation.
• Small business owners who want to slash the hours spent on accounts payable without hiring extra staff.
• Operations managers streamlining document‑heavy workflows across purchase orders, receipts, and expense reports.
• Legal and compliance officers who need to abstract key data from contracts or financial disclosures efficiently.
• Data educators who teach spreadsheet and data management skills using real‑world financial documents.