Lido PDF to Excel

About Lido PDF to Excel

Lido is the leading AI OCR tool designed to convert PDFs and financial documents into structured Excel data quickly and accurately.

Supporting both scanned and searchable PDFs, it allows users to extract key data points such as invoices, purchase orders, receipts, and legal contracts with customizable rules.

The platform automates data cleaning, standardizing formats, categorizing expenses, and generating transaction descriptions, significantly reducing manual effort and errors.

Lido seamlessly integrates with Excel, Google Sheets, QuickBooks, and ERP systems, enabling smooth workflows.

Trusted by hundreds of finance and operations teams, it offers scalable plans from individual users to enterprise-level organizations.

Its enterprise-grade security ensures data confidentiality through AES-256 encryption and compliance with SOC 2 and HIPAA standards.

With easy setup, no technical expertise required, and a free trial of 50 pages, Lido empowers teams to process documents faster, more accurately, and at scale, transforming manual data entry into automated workflows..

Smart Features

• AI-powered OCR for accurate data extraction from PDFs, images, and emails
• Customizable extraction rules for tailored data processing
• Automated data cleaning and organization to improve accuracy
• Table extraction by drawing boxes directly on PDFs
• Seamless import/export with Excel, Google Sheets, QuickBooks, and ERP systems
• Supports scanned and searchable PDFs, images, and documents
• Enterprise-grade security including AES-256 encryption and compliance standards
• Flexible plans suitable for individuals to enterprise teams
• User-friendly interface requiring no technical expertise
• Free trial with 50 pages to test the platform

Use Cases & Applications

• Invoice processing and data extraction
• Purchase orders and receipts management
• Financial statement analysis (P&Ls, bank statements, credit card statements)
• Lease abstraction and legal contract data extraction
• Tax form data collection (IRS forms)
• Expense report automation
• Line-item invoice data extraction
• Legal and compliance documentation management

Who is it for?

• Finance teams and accounting professionals
• Operations managers handling invoice and document workflows
• Small to medium-sized businesses managing high-volume data entry
• Legal teams extracting contract data
• Business owners automating expense and receipt processing
• Enterprise organizations requiring scalable document workflows

Business Opportunities in Lido PDF to Excel

Leverage Lido's AI OCR platform to start a document processing service for small businesses and finance teams.

Offer automated invoice, receipt, and legal document data extraction, saving clients time and reducing manual effort.

This opportunity requires minimal technical setup, enabling entrepreneurs to build a scalable business around document automation.

By providing customized solutions and integrations, you can create recurring revenue streams and establish long-term client relationships.

With Lido's enterprise features, you can also target larger organizations, expanding your market reach and increasing profitability through value-added services like data management consulting and workflow optimization..