Use artificial intelligence to pull structured data from invoices, bank statements, receipts, forms, reports, and tax documents into Excel or Google Sheets. No templates needed — AI reads any layout automatically.
No templates. No training data. No manual data entry.
Upload invoices, bank statements, receipts, forms, reports, or any other document type. Drag and drop one file or hundreds. The AI handles any layout, language, or scan quality.
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.
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.
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.
The AI reads documents the way a person would — interpreting headers, tables, labels, amounts, and field relationships by context. It understands what data means, not just where it sits on the page.
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 format, the AI adapts without reconfiguration.
Invoices, bank statements, receipts, purchase orders, financial reports, tax forms, insurance claims, shipping documents, and payroll records. The AI interprets fields by context and layout, not fixed rules. Works on documents from hundreds of different sources.
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.
Export extracted data to Excel (.xlsx), Google Sheets, CSV, JSON, or XML. REST API returns structured JSON with confidence scores. Direct ERP integration sends data into accounting 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 documents are never used to train AI models.
“We receive documents from over 400 vendors — invoices, packing slips, purchase orders, all different layouts. Our AP team used to spend three days a week on manual data entry. Now the data lands in our spreadsheet automatically and we just review flagged items.”
“Extracting transaction data from bank statements and reconciling against invoices used to be our biggest bottleneck during month-end close. Now we upload the batch and have structured data in Excel within minutes. Accuracy is consistently above 97%.”
“The fact that it works on scanned documents, digital PDFs, and even photos of receipts without any template setup is what sold us. We reduced manual data entry time by about 85% in the first month across all our document types.”
“Our finance team processes 3,000+ documents every month — invoices, bank statements, receipts, and expense reports. We used to have four people copying data into Excel by hand. Now it runs automatically and we just review exceptions.”
Finance teams processing high-volume documents have eliminated manual data entry after switching to AI-powered extraction that handles any layout without templates.
Business documents come in every format imaginable. Invoices arrive as PDFs, bank statements are downloaded as digital files, receipts are photographed on phones, tax forms come as scanned images, and reports are generated from dozens of different software systems. The data inside these documents — amounts, dates, line items, account numbers, vendor details — needs to end up in spreadsheets, ERPs, and databases. But documents were designed for humans to read, not for machines to parse. The gap between a document and structured data has historically required manual data entry.
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 format or you start processing documents from a new source. For organizations that receive documents from hundreds of different senders, maintaining templates for every layout variation is impractical.
AI document 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, forms, reports, 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.
AI document extraction uses artificial intelligence to read documents the way a human would — interpreting headers, tables, labels, amounts, and field relationships by context — then outputs structured data into spreadsheets or databases. Unlike traditional OCR or template-based tools, AI document extraction works on any document layout from any source without templates, training data, or per-document configuration. It handles invoices, bank statements, receipts, forms, reports, and tax documents from hundreds of different formats automatically.
AI document extraction handles virtually any document type — invoices, bank statements, receipts, purchase orders, financial reports, tax forms (W-2s, 1099s), insurance claims, shipping manifests, contracts, payroll records, medical records, and government forms. The AI interprets fields by context and meaning rather than fixed positions, so it works across layouts from hundreds of different vendors, banks, and institutions without per-document configuration.
AI document 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, and fields by their position and labels rather than relying on pixel-level pattern matching. Every extracted field includes a confidence score so you can review low-confidence results while high-confidence data flows through automatically.
No. Traditional document extraction tools require you to define extraction zones for each document layout, and those templates break whenever a vendor changes their format. AI document extraction uses layout-agnostic intelligence 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 or training data.
Yes. AI document extraction handles both native digital documents and scanned or image-based documents. It combines OCR with document understanding to read text from scans, photos, and faxed documents, 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 document data flows into your existing workflows without manual import steps.
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