"I thought implementing an AI tool would take weeks or require extensive training. I couldn’t have been more wrong. I was up and running in 30 minutes, including a bunch of custom vendor rules. By the end of day one, it had processed 300 invoices flawlessly. It’s like having a full-time assistant who never makes mistakes—and doesn’t need coffee breaks."
Extract key data points from PDFs into structured table columns (e.g., name, date, invoice number). Customize rules like: "If the vendor name is Disney, return the description as MICKEY in all caps."
Example: Extracted data customized with user-defined rules.
Classify and categorize with AI
Automatically clean and organize your data with AI. Standardize messy number formats, generate transaction descriptions, and auto-categorize expenses – all in seconds.
Example: AI driven data cleaning for messy number formats.
Run on autopilot
Automatically fetch new PDFs from Google Drive, Gmail, Outlook, or OneDrive. Receive processed data via email or seamlessly send extracted tables to your database or any API-connected tool.
Reviews
Why businesses love Lido
Colin V., Bookkeeper
Saves me time and boosts accuracy
I used to spend 10 hours a week manually sorting through client bank statements. Now, with Lido, I process everything in under 30 minutes—and it’s 100% accurate every time. My team can finally focus on strategy, not paperwork.
Thomas L., VP Finance
Pulls key terms straight from our contracts
Our contracts were in DocuSign and Salesforce was full of errors. Lido gave us a reliable way to align everything for accurate invoicing.
Natalie M., Small business owner
Replaced two full time VAs
A lot of lead data in our industry is in PDFs. We tried a bunch of different parsing tools but none of them could handle our PDF layouts correctly. Lido worked when others fell short.
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