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.
Upload any document. AI extracts structured data automatically.
Drag and drop invoices, contracts, forms, or reports in PDF, image, or scanned format. The AI handles any document layout without templates.
The extraction engine reads each document contextually, pulling dates, amounts, names, line items, and tables with 99%+ accuracy.
Download extracted fields as a clean spreadsheet, ready for import into your ERP, accounting software, or data warehouse.
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.
Last updated: June 2026
Organizations receive documents in countless formats every day. PDFs from vendor invoices, digital bank statement downloads, phone-captured receipt photos, scanned tax returns, and exports from dozens of software platforms all carry data that must reach spreadsheets, ERP systems, and databases. Amounts, dates, line items, account identifiers, and vendor information sit locked inside layouts built for human eyes, not machine parsing. Bridging the divide between a readable document and structured data has long depended on someone manually keying it in.
Conventional OCR technology turns scanned characters into editable text, yet it lacks any grasp of what those characters signify or how they connect. A standard OCR engine can read "Total: $4,287.50" but has no way to tell whether that figure is a subtotal, a tax line, or a per-unit price without external rules. Template-driven extraction lets users mark zones where particular fields appear, but those zone mappings collapse as soon as a supplier redesigns their document or an unfamiliar source enters the workflow. For companies receiving documents from hundreds of distinct senders, building and maintaining a template for every layout variant is simply not viable.
AI document extraction works on an entirely different principle. Instead of hunting for pixel patterns or depending on templates, Lido processes each document the way a person would — recognizing headers, parsing tables, reading labels, identifying amounts, and mapping relationships among fields. It knows that a column headed "Qty" holds quantities, that the figure beside "Invoice Total" is the grand total, and that table rows correspond to individual line items. This semantic comprehension spans document layouts because the AI reads meaning rather than fixed page coordinates.
For an in-depth exploration of how current extraction technology operates, see What is data extraction on the Lido blog. The piece walks through the technical distinctions between rule-based, template-based, and AI-driven methods, and explains why layout-agnostic AI has emerged as the benchmark for high-volume document processing.
The net outcome is that teams handling invoices, bank statements, receipts, forms, reports, or any other document type can upload batches and receive clean, structured spreadsheet data in return. Every field drops into the right column alongside a confidence score for verification. High-confidence results pass through automatically; flagged items route to human review. Whether the volume is 50 documents a month or 50,000, the AI processes any layout from any source with no templates, training data, or manual setup required.
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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