Pull tables, line items, and structured fields from invoices, bank statements, receipts, and reports directly into Excel. AI reads any PDF layout without templates or manual setup.
No templates. No training data. No manual data entry.
Upload invoices, bank statements, receipts, reports, or any other PDF. Drag and drop one file or hundreds. The AI handles any layout, language, or scan quality.
The AI reads each PDF like a person would, identifying tables, headers, line items, dates, amounts, and totals by context. No templates to configure, no extraction zones to define.
Get your structured data in Excel, Google Sheets, CSV, or JSON. Every field lands in the right column. Use AI columns to define custom extraction rules in plain English.
Drop any invoice, bank statement, receipt, or report below and get structured spreadsheet data back immediately.
AI handles any PDF type, any layout, any volume.
Invoices, bank statements, receipts, purchase orders, financial reports, tax forms, shipping documents, and insurance claims. The AI interprets fields by context and layout, not fixed rules. Works on PDFs from hundreds of different sources.
Traditional tools require you to configure extraction zones for each PDF layout. Lido uses layout-agnostic AI that reads document structure automatically. When vendors change their invoice format, the AI adapts without reconfiguration.
The AI identifies tables within PDFs and extracts each row as a structured Excel record. Line items from invoices, transaction rows from bank statements, and itemized entries from reports all land in organized spreadsheet columns.
Upload hundreds of PDFs at once. The AI processes them simultaneously and outputs all extracted data into a single Excel file. Connect an email inbox or cloud folder for automatic processing as new PDFs arrive.
Export extracted PDF 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. PDFs automatically deleted within 24 hours. Your documents are never used to train AI models.
“We receive invoices from over 200 suppliers in every format imaginable. Extracting those line items into Excel used to take our AP team three full days each week. Now the PDF to Excel extractor handles it automatically and we just verify the flagged rows.”
“Monthly reconciliation meant pulling transaction data from dozens of bank statement PDFs into Excel by hand. With this PDF to Excel extractor, we upload the batch and have structured data in minutes. Accuracy stays above 97% consistently.”
“The fact that it handles scanned PDFs, digital PDFs, and even photos of receipts without any template setup is what convinced us. We cut manual PDF-to-Excel data entry by about 85% in the first month.”
“Our finance team processes 2,000+ vendor invoice PDFs every month. We used to have three people copying data into Excel by hand. Now the PDF to Excel extractor runs automatically and we just review exceptions.”
Finance teams processing high-volume PDFs have eliminated manual data entry after switching to AI-powered extraction that converts any PDF layout to structured Excel data without templates.
PDFs are the universal format for business documents. Invoices arrive as PDFs. Banks issue statements as PDFs. Insurance companies, logistics providers, government agencies, and suppliers all generate PDFs. The data inside those files — amounts, dates, line items, account numbers, vendor details — needs to end up in Excel spreadsheets, ERPs, and databases. But PDFs were designed for printing, not data extraction. The format preserves visual layout while discarding the underlying data structure, making automated extraction into Excel fundamentally difficult.
Copy-paste is the first approach most teams try, and it breaks immediately on multi-column tables, merged cells, and line items that span rows. Traditional OCR converts scanned text into editable characters but provides no understanding of what those characters mean or how they relate to each other. A traditional OCR engine might read “Total: $4,287.50” but cannot distinguish that from a subtotal, tax amount, or line item price without additional logic. Template-based extraction tools let you define zones on the page where specific fields appear, but those templates break the moment a vendor changes their invoice layout or you start processing PDFs from a new source.
AI-powered PDF to Excel extraction takes a fundamentally different approach. Rather than matching pixel patterns or requiring templates, Lido reads the entire PDF the way a person would — interpreting headers, tables, labels, amounts, and relationships between fields. It understands that the column labeled “Qty” contains quantities, that the number next to “Invoice Total” is the total amount, and that rows in a table represent individual line items. This contextual understanding works across PDF layouts because the AI interprets meaning, not fixed positions on a page.
For a deeper look at how modern extraction technology works, see What is data extraction on the Lido blog. The article covers the technical differences between rule-based, template-based, and AI-powered approaches, and explains why layout-agnostic AI has become the standard for high-volume PDF to Excel conversion.
The practical result is that teams processing invoices, bank statements, receipts, or any other PDF type can upload files in batch and get clean, structured Excel data back. Each field lands in the correct column with confidence scores for validation. High-confidence extractions flow through automatically while flagged items get human review. Whether you process 50 PDFs per month or 50,000, the AI handles any layout from any source without templates, training data, or manual configuration.
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.
You can extract data from virtually any PDF type into Excel — invoices, bank statements, receipts, purchase orders, financial reports, tax forms, shipping documents, and insurance claims. The AI handles both native digital PDFs and scanned documents. It works across layouts from hundreds of different vendors and institutions because it interprets document structure by context, not fixed templates.
AI-powered PDF to Excel extraction achieves 95–99% accuracy on clean, digital PDFs and 90–98% on scanned documents with variable quality. The AI reads each PDF the way a person would, interpreting tables, headers, and fields by their position and labels rather than relying on pixel-level pattern matching. Extracted fields include confidence scores so you can review low-confidence results while high-confidence data flows through automatically.
Yes. Upload hundreds of PDFs at once and Lido processes them simultaneously, outputting all extracted data into a single Excel or Google Sheets file. For ongoing workflows, you can connect an email inbox or cloud drive folder so new PDFs are processed automatically as they arrive. Batch processing handles mixed document types — invoices, statements, and receipts in the same upload — without any configuration.
No. Traditional PDF extraction tools require you to define extraction zones for each document layout, and those templates break whenever a vendor changes their format. Lido uses layout-agnostic AI 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 PDF layout without templates or training data.
Yes. The AI handles both native digital PDFs and scanned or image-based PDFs. It combines OCR with document understanding to read text from scans, photos, and faxed documents, then interprets the layout to extract structured data into Excel. This works on poor-quality scans, skewed pages, and documents with handwritten annotations. Accuracy on scanned PDFs 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 PDFs 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 PDF data flows into your existing workflows without manual import steps.
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