Lido Document Processing

Turn any document into a clean spreadsheet, no templates needed

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Screenshot of Lido Document Processing, Turn any document into a clean spreadsheet, no templates needed

What is Lido Document Processing?

Lido Document Processing is an AI spreadsheet generator tool that turns any document into a clean spreadsheet, no templates needed. Lido extracts structured data from invoices, receipts, scans and handwritten documents and exports it to Excel, Google Sheets or CSV with no template setup.

Lido is a document processing platform built around a single promise: if a person can read a document, Lido can pull structured data out of it. PDFs, scans, photos, handwritten notes and email attachments all go in, and a clean table comes out, ready for Excel, Google Sheets or CSV. There is no template builder and no model to train. The AI reads layout and context the way a person would, so a new vendor's invoice format works on the first upload. The product is aimed squarely at finance and operations teams. Accounts payable is the obvious fit: invoice header data, line items, purchase order numbers and due dates land in a spreadsheet in seconds, then get checked against internal records before anything reaches an ERP. Lido also lists receipts, bank statements, purchase orders, tax forms, medical claims, bills of lading and contracts among supported types, which means the same workflow covers healthcare intake and logistics paperwork. Because it handles handwriting and any language or currency, the usual stencil of fixed-layout invoices is not a precondition. In practice the cycle runs ingest, extract, validate, automate. Batches can be uploaded directly, or shared folders and inboxes can be connected so new files arrive on their own. The user names the columns they want and adds optional instructions, with a switch for pulling multiple rows per document, which matters when one invoice carries a long line-item table. Validation matches extracted values against internal systems to return clean records. Automation steps then fire: files renamed or split, outputs sent on a schedule, forms filled with extracted data, results pushed to an ERP. The pitch is speed of setup rather than depth of configuration. Lido claims 99 percent or better accuracy against 50 to 90 percent for legacy OCR, an implementation measured in about an hour, and roughly 90 percent of manual work removed. It competes with template-based OCR suites that need weeks of onboarding and with generic AI chat tools that cannot validate against company systems or trigger downstream steps. Compliance documentation is published on a dedicated trust portal. The main constraint is that the product is desktop only for now.

How do you use Lido Document Processing?

  1. 1Run the interactive extraction demo
    Upload a sample PDF on the homepage and watch Lido return structured rows. This is the fastest way to judge whether the field detection suits your document types before creating an account.
    Lido Document Processing — Run the interactive extraction demo
  2. 2Claim the free trial
    Enter your work email for the 50-page trial, no credit card required. Signup happens on desktop only, so a phone submission just queues login details for later.
  3. 3Define your columns
    Name each data point you want pulled (vendor, invoice number, amount, due date) and add extra instructions where needed. Enable multiple rows per document for line-item tables.
  4. 4Upload a batch or connect a source
    Process documents by uploading files, or connect Google Drive, OneDrive and an email inbox so new files are ingested automatically as they arrive.
  5. 5Validate and export
    Review the validated records against your internal systems, then export to Excel, Google Sheets or CSV, or hand the output to an automated workflow step.
  6. 6Review security documentation
    Check the trust portal for SOC 2 Type II and HIPAA reports before sending sensitive documents such as medical claims or contracts.
    Lido Document Processing — Review security documentation

Pros and cons

Pros

  • No template creation or model training, so unfamiliar vendor formats work on the first uploadAI
  • Handles handwritten and scanned documents in any language or currencyAI
  • Validation against internal systems before data reaches the ERP, which reduces manual checkingAI
  • Downstream automation covers file renaming and splitting, scheduled outputs and form fillingAI
  • Security posture is documented: SOC 2 Type II, HIPAA, no training on customer data, documents deleted after 23 hoursAI

Cons

  • No mobile app; signup on a phone only collects an email for later desktop accessAI
  • Entry paid tier starts at 100 pages per month, which many AP teams will exhaust quicklyAI
  • Per-user limits on the Scale plan (up to 10 users) may force an enterprise jump for larger teamsAI
  • Integration details are thin on the homepage; the connected folders, inboxes and ERP steps are described qualitatively rather than listedAI
  • Accuracy figures are vendor-published and the homepage offers no independent benchmarkAI

How much does Lido Document Processing cost?

Free trial

50 free page conversions with no credit card required. The trial runs through desktop signup, and the homepage includes an interactive demo for testing extraction before committing.

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Pricing

Free trial gives 50 pages with no credit card. Paid plans start at $29 per month for 100 pages. The Scale plan is $7,840 per year for 42,000 pages and up to 10 users. Enterprise plans with custom volume start from $35,000 per year.

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Support

Support runs through demo scheduling and email signup, with a dedicated trust portal for security and compliance reports. The homepage does not describe support tiers or response times.

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Integrations

Uploads can come from local files, Google Drive, OneDrive or an email inbox, and shared folders can ingest new documents automatically. Outputs go to Excel, Google Sheets, CSV or an ERP. The homepage does not publish a full integration catalogue.

Features

Extraction from PDFs, scans, photos, Word files and email attachments, including handwritten and multilingual documents. Columns and extra instructions define the output, with an option for multiple rows per document. Validation matches data against internal systems. Automation covers file renaming and splitting, scheduled outputs, AI form filling, ERP uploads and CSV export.

Frequently asked questions about Lido Document Processing

  • How much does Lido Document Processing cost?
    Free trial gives 50 pages with no credit card. Paid plans start at $29 per month for 100 pages. The Scale plan is $7,840 per year for 42,000 pages and up to 10 users. Enterprise plans with custom volume start from $35,000 per year.
  • Does Lido Document Processing offer a free trial?
    50 free page conversions with no credit card required. The trial runs through desktop signup, and the homepage includes an interactive demo for testing extraction before committing.
  • How do you use Lido Document Processing?
    The walkthrough on this page covers 6 steps: 1. Run the interactive extraction demo 2. Claim the free trial 3. Define your columns 4. Upload a batch or connect a source 5. Validate and export 6. Review security documentation.
  • What platforms does Lido Document Processing support?
    Lido Document Processing is available on Web App.
  • What does Lido Document Processing integrate with?
    Uploads can come from local files, Google Drive, OneDrive or an email inbox, and shared folders can ingest new documents automatically. Outputs go to Excel, Google Sheets, CSV or an ERP. The homepage does not publish a full integration catalogue.
  • What are the limitations of Lido Document Processing?
    No mobile app; signup on a phone only collects an email for later desktop access. Entry paid tier starts at 100 pages per month, which many AP teams will exhaust quickly. Per-user limits on the Scale plan (up to 10 users) may force an enterprise jump for larger teams.

Status

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Added10/21/2026

Platforms

Web App

Pricing

FreemiumFree TrialSubscription