Lido
Extract data from any document and turn it into a spreadsheet, no templates needed.
Overview
Lido is built for finance and ops teams drowning in manual data entry from invoices, receipts, bank statements, and purchase orders. It uses AI to read documents the way a person would, pulling out the right fields regardless of format, and drops the result straight into a spreadsheet. The pitch that sticks with reviewers is that it doesn't need per-vendor templates and doesn't break when a layout changes, which is the main reason people switch off older rule-based OCR tools.
Key Features
Universal AI Extraction: Extracts fields and tables from any document type or language.
No-Template Setup: No templates or per-layout rules needed.
Batch & Auto-Ingestion: Batch upload plus shared-folder and email auto-ingestion.
Workflow Automation: Automated routing, scheduling, and downstream document generation.
Spreadsheet Export: Exports directly to Excel, Google Sheets, or CSV.
Compliance Certified: SOC 2 Type II and HIPAA compliant.
Pricing
Starting price
$29/mo
Free: $0/month. 50 pages/month, no credit card required.
Standard: $29/month. 100 pages/month, 1 user, converts any file type, exports to Excel/CSV.
Scale: $7,000/year (about $583/month). 42,000 pages/year, up to 10 users, API and workflow access, priority email and chat support.
Enterprise: from $35,000/year (about $2,917/month). Custom page limits, custom ERP integrations, dedicated US-based account manager, live US-based onboarding and support.
Disclaimer: Lido prices per document volume rather than per page overage, so actual cost depends on your monthly document count. Confirm current tiers on Lido's own pricing page before buying.
Pros
Fast Setup: Straightforward setup, often under an hour.
Accurate On Messy Documents: Accurate extraction across inconsistent formats without manual template building.
Real Time Savings: Genuinely saves hours of manual entry per week.
Responsive Onboarding Support: Support is responsive during onboarding.
Cons
Steep Price Cliff: The $29/month Standard tier jumps straight to $7,000/year for the Scale tier, with no middle ground.
Expensive API Access: API access is priced steeply according to users.
Flaky Drive Integration: Google Drive share-link integration is flaky and needs occasional re-linking.
Less Specialized Than Finance Tools: Less specialized than dedicated finance tools for tasks like bank reconciliation.
What Makes It Unique
Template-Free Extraction: Unlike legacy OCR tools that need a template per document layout, Lido's AI extraction adapts to new formats on the fly, so it doesn't break the first time a vendor changes their invoice design.
Kay Score
7
/ 10
Tool Information
Pricing
$29/mo
Category
Research & Productivity
Platform
Web / iOS / Android
Last Updated
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