Lido PDF to Excel

Automate document-DRIVEN workflowsTurn any document into spreadsheet data in secondsScale operations without adding headcount. Lido extracts data from documents, validates it against your systems, and automates downstream workflows.Handwritten, scanned, photographed, any language — if a human can read it, Lido can extract it. Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!Oops! Something went wrong while submitting the form.👋Let's personalize your experience!Oops! Something went wrong while submitting the form.No credit card required50 free pagesTrusted by thousands of finance and operations teamsTry our interactive data extraction demo now! Upload a PDF and experience Lido's instant time-to-value.Watch demo ‍(3 mins)Upload FileExtract ColumnsEnter the column names for each data point you want to extractItemAmountTotalInvoice NumberDate+ Add new columnExtra InstructionsAny additional instructions for the data extractionExtract Multiple Rows per Document Get started today with 50 free page conversions Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!Oops! Something went wrong while submitting the form.Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!Oops! Something went wrong while submitting the form.No credit card required50 free pages-OR-Schedule a demo The time we save with Lido allows our focus to be directed to other tasks. We're able to handle more accounts with fewer reps.Read the full case study -> Elizabeth RodriguezBilling ManagerIndustry leading time to valueGet more accurate results without the endless training cycles of legacy OCR99%data extraction accuracyvs. 50-90% legacy OCR1 hour implementationvs. 4-8 weeks legacy OCR90% manual work eliminatedvs. legacy OCR + human review We recently processed over 16,000 claims in just five days. That used to take us months. The time savings with Lido are massive.Read the full case study -> Tara GoebelProduct OperationsPDF to spreadsheet conversion is just the first stepAutomate multi-step document workflowsExtract and validate data from documents, then automate what happens next: upload to your ERP, populate forms with extracted data, or export a clean CSV.Schedule a workflow demoIngestUpload documents in batches, or connect shared folders and inboxes to automatically ingest new files as they arrive.ExtractAutomatically extract structured data from any document. Tell Lido what fields you need and we'll pull the right data into clean, usable tables.ValidateAutomatically match extracted data against your internal systems with AI to find the correct records and return clean, validated data ready for your ERP.AutomateTrigger workflows based on extracted data. Split or rename files, send outputs on a schedule, or generate downstream documents with our AI form filler. We used to spend a ton of time re-training models. Lido stays working across all of our vendors without intervention, even when the layouts change.Read the full case study -> Hugo MedelAI Development LeadCustomer testimonialsWhat our customers say about usRyan Director of AccountingFreed up 85% of our AP team's capacityI explore a lot of solutions for our accounting needs, but none are as easy or effective as Lido.Real EstateSMBRoham AP ManagerSaves us 20 hours each weekWhat used to take us 20 hours each week now takes just 30 seconds per document.Real EstateSMBZach VP, Business Development1 FTE hire savedThanks to Lido, we’re processing ~400 weekly POs automatically with complete accuracy. This let us grow while avoiding a new hire.Real EstateSMBSecurityEnterprise grade security and complianceSOC 2 Type II Compliant • HIPAA Compliant • No training on your data Frequently asked questions What is Lido? Lido is an AI-powered document processing platform that extracts structured data from any document and converts it into Excel, Google Sheets, or CSV. It works with PDFs, scans, images, and emails — no templates or manual data entry required. Lido supports invoices, receipts, bank statements, purchase orders, medical forms, and any other document type. How does Lido extract data from documents? Lido uses AI models to read and understand documents the way a human would — identifying fields, tables, and values regardless of format or layout. Upload a PDF, scan, or photo, and Lido returns structured spreadsheet data in seconds. No template setup or training is needed, even for documents it hasn’t seen before. What types of documents can Lido process? Lido processes any document type including invoices, receipts, bank statements, purchase orders, tax forms, medical claims, bills of lading, contracts, and handwritten documents. It handles PDFs, scanned images, photos, Word files, and email attachments in any language or currency. How accurate is Lido’s data extraction? Lido achieves 99%+ accuracy on structured documents like invoices and receipts. Its AI reads documents contextually rather than relying on fixed templates, so accuracy stays high even across different formats and layouts. Reference lists and custom validation rules can further improve accuracy for specialized document types. Is Lido secure and HIPAA compliant? Yes. Lido is SOC 2 Type 2 certified and HIPAA compliant. All data is encrypted in transit and at rest. Documents are automatically deleted after 23 hours, and Lido never uses customer data to train its AI models. Lido is trusted by healthcare organizations, financial services firms, and law firms handling sensitive data. How much does Lido cost? Lido offers a free trial with 50 pages and no credit card required. Paid plans start at $29 per month for 100 pages. The Scale plan is $7,000 per year for 42,000 pages and up to 10 users. Enterprise plans with custom volume start from $30,000 per year. Do I need to create templates to use Lido? No. Unlike traditional OCR tools, Lido requires zero template setup. Its AI understands document structure automatically, so it extracts the right fields from any format on the first upload. This means you can process documents from hundreds of different vendors or sources without configuring a single template. Ready to grow your business with document automation, not headcount?Join hundreds of teams growing faster by automating the busywork with Lido.Schedule a demo ResourcesPartnersCustomersBlogVideosDocumentationAPI DocumentationROI CalculatorFree PDF ToolsUse casesHIPAA OCRInvoice to ExcelInvoice OCRPurchase Order OCRBank statement converterIntegrations Dynamics 365 OCR Excel OCR Netsuite OCR Quickbooks OCR SAP OCR Sage OCR Xero OCRLegalPrivacy PolicyTerms of ServiceSecurityCompliance CenterCareersSchedule a demo -> --- Lido Pricing: AI Document Extraction Plans for Every TeamExtract data from PDFs, invoices, receipts, and any document into Excel or CSV. Start free with 50 pages and upgrade as your volume grows. Enhanced Pricing Component Standard Best for fast, accurate extraction from PDFs and other documents. $29 / mo 100 pages / mo 1 user Convert any file type Export to Excel, CSV Start for free → No credit card required 50 free pages Scale Designed for teams automating multi-step document workflows, from extraction to validation to ERP. $7,000 / yr 42,000 pages / yr ($0.17 / page) Up to 10 users API & Workflow access Priority email & chat support Schedule a demo Enterprise Custom workflows, validation logic, and ERP integrations for complex, high-volume operations. From $30,000 / yr Custom page limits Custom ERP integrations Dedicated US-based account manager Live US-based onboarding & support Talk to Sales Trusted by thousands of finance and operations teams The time we save with Lido allows our focus to be directed to other tasks. We're able to handle more accounts with fewer reps.Elizabeth RodriguezBilling Manager Frequently asked questions How much does Lido cost? Lido starts at $29/month for the Standard plan, which includes 100 pages per month, one user seat, and all extraction features — any file type, Excel/CSV export, and email auto-forwarding. The Scale plan is $7,000/year with 42,000 pages, up to 10 users, API access, and priority support. Enterprise plans start at $30,000/year with custom page limits, dedicated account management, and custom ERP integrations. Every plan includes a free tier of 50 pages with no credit card required. Is there a free trial? Yes. Lido offers 50 free pages with no credit card required. You get access to all extraction features — any document type, AI-powered field extraction, Excel and CSV export — so you can test on your own documents before committing to a paid plan. The free pages do not expire, and you can process your first document in under 5 minutes with no setup or training required. What if I need more page credits? If you need additional page credits, you can upgrade your Lido plan at any point. Each tier covers a wide volume range — Standard handles 100 pages/month, Scale handles 42,000 pages/year, and Enterprise plans support custom volumes. Lido does not offer per-page billing, so you always know your costs upfront without worrying about overage charges. I have a lot of upfront pages to process and a lower volume throughout the year. Which plan should I get? Lido’s annual Scale plan is typically the best fit for this situation. You get access to all 42,000 page credits for the year upfront, so you can process a large initial backlog and then use the remaining credits at a lower pace throughout the year. If your upfront volume exceeds 42,000 pages, the Enterprise plan offers custom page limits tailored to your processing pattern. Do I get charged for pages that aren’t processed correctly? No. Lido lets you reset and re-process any file within the first 24 hours of upload at no extra cost. This means you can refine your extraction instructions, adjust AI column rules, and re-run documents until the results are exactly right — without using additional page credits. This is especially useful when dialing in extraction for a new document type. Can I change my plan or cancel at any time? Yes. You can upgrade, downgrade, or cancel your Lido plan at any time from the Billing & Usage settings in your account. If you cancel a paid plan, your paid features remain active until the end of your current billing period. After that, your account transitions to the free tier, and your data and workspace remain intact. Can I invite other users to my paid plan? Yes. Each Lido plan includes a specific number of seats for inviting team members — one seat on Standard, up to 10 on Scale, and custom seat counts on Enterprise. All users within a workspace share the same page credit pool, so all usage counts toward your shared page credit limit regardless of who uploads the documents. How does Lido pricing compare to per-page OCR tools? Most OCR APIs charge per page — typically $0.01 to $0.05 per page for basic extraction, with additional fees for table parsing, custom fields, and API access. At 42,000 pages per year, that adds up to $420–$2,100 on extraction alone, before factoring in development time to build and maintain an integration. Lido’s Scale plan at $7,000/year includes the extraction engine, a ready-to-use interface, email auto-forwarding, API access, and priority support — with no per-page charges, no development required, and no template setup. Can you sign a custom BAA? Lido is HIPAA compliant and SOC 2 Type 2 certified. Custom Business Associate Agreements (BAAs) are available for Enterprise customers. If your organization processes protected health information and requires a signed BAA, contact the Lido sales team to discuss Enterprise plan options. SecurityEnterprise grade security and complianceSOC 2 Type II Compliant • HIPAA Compliant • No training on your data ResourcesPartnersCustomersBlogVideosDocumentationAPI DocumentationROI CalculatorFree PDF ToolsUse casesHIPAA OCRInvoice to ExcelInvoice OCRPurchase Order OCRBank statement converterIntegrations Dynamics 365 OCR Excel OCR Netsuite OCR Quickbooks OCR SAP OCR Sage OCR Xero OCRLegalPrivacy PolicyTerms of ServiceSecurityCompliance CenterCareers --- Grow revenue by automating your clients' PDFsJoin Lido’s Partner Program for resellers, consultants, and MSPs who want to add AI-powered document extraction to their toolkit.Earn up to 40% recurring revenue on every client you enroll—no tier caps or hidden feesLaunch in days, not months with white-label demos, plug-and-play sales kits, and a dedicated enablement teamWin (and keep) more accounts by adding 99%+ AI extraction accuracy to your services portfolioBecome a partnerDemo videoSee Lido in ActionAll of our data extraction tools work with scanned and digital PDFs, images, and docs.Why partner with LidoGenerous revenue share, support, and AI that sells itself Benefit What it means for you Recurring revenue share Earn up to 40% monthly on every active plan you sell Fast-start sales kit Decks, pricing calculators, demo scripts, and objection handling—ready on day one AI accuracy that sells itself 99%+ field-level accuracy across invoices, bank statements, and more Plug & play template-free extraction Lido’s next-gen AI delivers accuracy without weeks of upfront model training Priority support Dedicated Slack channel and sandbox accounts Co-marketing funds Up to $5K / year for joint webinars, ads, and events Who our Partner program is forOur partners deliver 10x operational efficiency for their customers with Lido's document AIValue-Added ResellersBundle Lido’s document AI into your software stack and unlock new, high-margin recurring revenue.Managed Service Providers (MSPs)Automate every client’s invoice, PO, and contract processing flow—raising SLAs while cutting support hours.Systems IntegratorsPlug Lido into ERP, CRM, and RPA projects to shave weeks off custom parsing and deliver faster go-lives.Consulting Firms & CPAsConvert PDF data into audit-ready spreadsheets instantly, so your team spends billable time on insight, not data entry.Colin, Founder of Windstone FinancialLido unlocked a new $100k ARR line for my firm in three months"Our entire business is built on client relationships, so we're very cautious when recommending new vendors. The Lido team and product are absolutely fantastic. They deliver for our clients even when other tools fall short."Become a Lido partner today ResourcesPartnersCustomersBlogVideosDocumentationAPI DocumentationROI CalculatorFree PDF ToolsUse casesHIPAA OCRInvoice to ExcelInvoice OCRPurchase Order OCRBank statement converterIntegrations Dynamics 365 OCR Excel OCR Netsuite OCR Quickbooks OCR SAP OCR Sage OCR Xero OCRLegalPrivacy PolicyTerms of ServiceSecurityCompliance CenterCareers --- Automate data extraction from any documentLido is the fastest and most accurate way to extract data from any document into Excel, Google Sheets, or CSV. Get started today with 50 free page conversions Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!Oops! Something went wrong while submitting the form.Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!Oops! Something went wrong while submitting the form.No credit card required50 free pages-OR-Schedule a demoAutomated invoice scanningPurchase Order OCRInvoice OCRBank Statement OCROCR Receipt ScannerBill of Lading OCRK1 Tax DocumentsData Extraction AutomationAI Receipt ScannerPDF to CSV ConverterReceipt Parser ToolConvert PDF Invoices to ExcelAutomated Lease AbstractionOCR Credit Card ScannerBank Statement ConverterReceipt Image to Text ToolReceipt Reader SoftwareReceipt Line Item OCRReceipt Capture SoftwareConvert Purchase Orders to Google SheetsConvert Purchase Orders to ExcelConvert Financial Statements to ExcelConvert Images to ExcelHIPAA Compliant OCRConvert Business Cards to ExcelAI Email ParserRent Roll Data ExtractionConvert Order Forms to ExcelConvert Timesheets to ExcelAutomated Data ExtractionConvert Scanned PDF to ExcelExtract data from CMS 1500 Claim FormsDirect Deposit Form OCRShipping Notes and Delivery OrdersConvert Word Docs to ExcelConvert Utility Bills to ExcelAI Resume ParserExtract Text from ImagesCheck Image Data ExtractionInvestment Statements Frequently asked questions What types of documents can Lido process? Lido processes any PDF document including invoices, receipts, bank statements, purchase orders, medical forms, tax documents, shipping labels, insurance claims, and contracts. The AI extraction engine adapts to each document layout automatically with no templates or manual configuration required. Do I need to set up templates for each document type? No. Lido uses AI-powered extraction that reads and understands document layouts on the fly. You describe the fields you want in plain English and Lido finds them regardless of where they appear on the page. This works across different vendors, formats, and layouts without any template configuration. Can Lido handle documents from multiple vendors with different layouts? Yes. Lido processes documents from any vendor or source in a single workflow. Whether you receive invoices from 5 suppliers or 500, each with a different layout, Lido extracts the same fields consistently. There is no per-vendor setup and no need to train the system on new formats. How does Lido extract line items from tables? Lido detects tables in your documents automatically and extracts each row as structured data. You define the columns you need, such as description, quantity, unit price, and total, and Lido maps each row to those fields. The extracted line items export directly to Excel or CSV with one row per line item. Can I automate document intake with email forwarding? Yes. Every Lido workspace includes a dedicated email address. Forward or auto-route emails to that address and Lido extracts data from the PDF attachments automatically. This eliminates manual uploading entirely and works with any email provider or forwarding rule you already have in place. What output formats does Lido support? Lido exports extracted data as Excel (.xlsx) or CSV files. You can download exports directly, connect via API for automated workflows, or copy structured data to your clipboard. The exported spreadsheet matches your defined columns exactly, ready to import into your ERP, accounting software, or database. How accurate is the extraction? Lido achieves high accuracy across document types by combining OCR with AI-powered field understanding. Every extraction includes a confidence score so you can review edge cases before exporting. You can also refine extraction instructions and re-process documents within 24 hours at no additional cost. Don't see your document type listed? Don't worry, Lido works with any PDF. 👋Let's personalize your experience!Oops! Something went wrong while submitting the form. Lido doesn't work on mobile yet, but we'll send you an email with your login details for when you're back at a desktop!Oops! Something went wrong while submitting the form.No credit card required50 free pages Process your first document in under 5 minutes ResourcesPartnersCustomersBlogVideosDocumentationAPI DocumentationROI CalculatorFree PDF ToolsUse casesHIPAA OCRInvoice to ExcelInvoice OCRPurchase Order OCRBank statement converterIntegrations Dynamics 365 OCR Excel OCR Netsuite OCR Quickbooks OCR SAP OCR Sage OCR Xero OCRLegalPrivacy PolicyTerms of ServiceSecurityCompliance CenterCareersSchedule a demo ->