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Source document in. Filled form out. No typing.

Lido reads a source document, extracts the fields you need, and fills your target form automatically. One document in, one completed form out.

  • Any source, any target. Read from PDFs, spreadsheets, or databases. Fill into PDF forms, Word templates, or Excel templates.
  • Handles non-fillable PDFs. Lido places text at the correct positions even on flat PDFs without form fields.
  • Batch filling. One form template plus a folder of source documents produces a completed form for each.
Trusted by thousands of finance and operations teams

How auto-fill works in Lido

1

Ingest source documents

Incoming PDFs, scans, or spreadsheet data are picked up from a watched folder, email inbox, or connected drive and queued automatically.

2

Extract the fields you need

Lido reads each source document and extracts the values for your target form: names, dates, amounts, codes, addresses—any field from any document type.

3

Fill and deliver the output form

Extracted values populate your target form. Completed forms are saved as PDFs, routed to your destination, or submitted directly.

Try it free

See this workflow run on your documents

Upload a batch and get structured output in minutes.

Why read-and-retype is the bottleneck in document-heavy workflows

The re-keying tax

  • Staff re-key patient names, claim numbers, and dates from source documents into forms.
  • Authorization forms, payment requests, and filings all get double-handled.
  • Errors from manual re-keying trigger rejections and rework downstream.

Lido reads source documents so your team does not have to

  • Configure the field mapping once and every new document auto-fills the target form.
  • Completed forms are named and delivered without anyone reading the source.
  • Your team reviews flagged exceptions instead of routine data entry.

Lido vs manual form completion

FeatureLidoManual / copy-paste
Read source document and fill target form automatically
Batch-fill hundreds of forms at once
Handle non-fillable PDFs with positioned text placement
Deliver completed forms to destination automatically
Support multiple source-to-target mappings
Fill one form at a time from visible data
Workflow automation

Every re-keying task is a workflow waiting to be automated

If your team reads from one document and types into another, Lido can run that workflow automatically.

Common use cases

Healthcare

Fill prior authorization forms from clinical documents

Read demographics, diagnosis codes, and procedures from clinical notes. Auto-populate payer-specific PA request forms from one pipeline.

Legal

Populate arbitration request forms from denial letters

Read denial reason, claim number, and billed amount from payer denials. Auto-fill arbitration forms or demand letters for each.

Accounts Payable

Fill payment request forms from approved invoices

Read vendor, invoice number, amount, and GL code from approved invoices. Auto-fill payment requests or wire transfer forms.

Logistics

Generate delivery receipts from shipping documents

Read shipment details from bills of lading or packing lists. Auto-fill proof of delivery or customs entry forms.

Stop reading one document to fill another by hand

Try Lido free. Connect a source document type and a form template and watch it run.