Lido | Extract Data from PDFs, Invoices & Receipts to Excel

Lido is an AI-driven data extraction platform built for professionals in finance, logistics, and healthcare who need to convert unstructured documents like invoices, receipts, and handwritten notes into organized spreadsheet formats. The tool moves beyond traditional OCR by using flexible models to identify and pull specific data points from diverse layouts without requiring users to build rigid templates for every new vendor or document type. It handles everything from standard digital PDFs to messy scans and bank statements, automatically mapping the information into Excel or Google Sheets. For high-volume operations, Lido includes an email parser that captures data directly from incoming attachments and a reconciliation feature to cross-reference extracted facts against internal systems. It distinguishes itself by tackling difficult inputs, including handwritten text and poor-quality images, which often cause errors in basic automation software. The platform is also designed for more technical environments, offering an API and HIPAA-compliant processing for teams handling sensitive records. While the core value is speed, its utility lies in how it connects document processing directly to downstream workflows, allowing users to automate form filling and data validation without maintaining custom scripts.

Key Features

  • Template-free data extraction - Handwritten document interpretation - Scanned PDF to Excel conversion - Automated data reconciliation - HIPAA-compliant OCR processing

Use Cases

Use Case 1: Automated Accounts Payable

Problem: Finance teams manually enter data from thousands of diverse invoices into accounting software.
Solution: Lido extracts structured data from PDFs and receipts directly into Excel without templates.
Example: An accountant converts 500 different vendor invoices into a single spreadsheet in minutes.

Use Case 2: Medical Record Digitization

Problem: Healthcare providers need to organize data from handwritten patient notes and forms for digital archives.
Solution: The platform uses AI to interpret handwriting and unstructured scanned documents.
Example: A clinic extracts patient history from decades of paper files into a HIPAA-compliant database.

Target audience: Best for: Finance professionals, Logistics managers, Healthcare administrators

Pricing: Free Trial · Categories: Finance, Productivity, Spreadsheets

Related tools

  • fileAI — fileAI, developed by Bluesheets, is an enterprise-grade data preparation and automation platform designed to help businesses process unstructured information efficiently.…
  • SellFunded - Secure Deal Management Platform — SellFunded - Secure Deal Management Platform is an AI-powered comprehensive platform designed for founders navigating the complexities of M&A transactions…
  • Zoho — Zoho is a comprehensive cloud-based software suite designed to streamline and manage diverse business operations for organizations of all sizes.…
  • Anaplan — Anaplan is an enterprise-grade cloud platform designed to assist businesses with strategic, financial, and operational planning. The tool focuses on…
  • Sourcetable — Sourcetable is an AI-powered spreadsheet platform designed for data analysts, financial planners, and business professionals who want to streamline their…
  • Scenario Edge | What if this scenario hits your portfolio? — Scenario Edge is a portfolio simulation tool designed for investors who want to stress-test their stocks, crypto, and ETFs against…

Tags: AI, API, finance, healthcare, spreadsheet

Visit Lido | Extract Data from PDFs, Invoices & Receipts to Excel

What can Lido do?

Lido extracts data from unstructured documents such as PDF invoices, receipts, bank statements, and handwritten forms into Excel or Google Sheets. It includes an email parser to extract attachment data automatically, tools to reconcile extracted figures against internal records, and an API for custom workflows. Finance, logistics, and healthcare teams use it to speed up document processing and eliminate manual data entry.

Does Lido require templates for different invoices?

No, Lido uses flexible AI extraction models that do not rely on rigid, predefined templates. It automatically identifies relevant fields across diverse document structures, vendor invoices, and receipt layouts. This allows teams to ingest incoming documents from new suppliers or varied sources without having to set up or maintain individual parsing rules for every layout.

How does Lido handle handwritten documents?

Lido includes optical character recognition capabilities trained to interpret handwritten text along with low-quality scans and physical forms. It converts handwritten notes and legacy paperwork into organized spreadsheet columns, allowing organizations like medical clinics to digitize handwritten archives or paper records directly into spreadsheets and database systems.

Is Lido HIPAA compliant?

Yes, Lido provides HIPAA-compliant processing options for organizations that manage sensitive patient files and medical documentation. Healthcare administrators can safely process patient histories, clinical forms, and medical invoices while maintaining regulatory privacy standards. The platform supports secure data extraction workflows suitable for enterprise healthcare environments.

How much does Lido cost?

Lido is available with a free trial, enabling prospective users to evaluate its template-free extraction, email parsing, and spreadsheet export capabilities before purchasing. Detailed tier structures or ongoing subscription pricing should be verified directly through the official Lido application interface or by contacting their sales and support team.

  • AI Tools
  • Categories
  • Industries
  • CLI Coding Agents
  • MCP Servers
  • MCP Categories