Extract data from financial contracts 10x faster with AI

Lido reads financial contracts and pulls structured data from them automatically. Upload any loan agreement, credit facility, or investment contract and Lido extracts parties, terms, rates, and obligations — no templates or manual training.

Extract data from any financial contract with no templates or setup
Works with any invoice format out-of-the-box
99%+ field-level accuracy across every layout

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Extract data from financial contracts automatically — try now!

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The time we save with Lido allows our focus to be directed to other tasks. We're able to handle more accounts with fewer reps.

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Elizabeth Rodriguez

Billing Manager

Experience the latest in OCR technology

**Our customers go live in minutes, not weeks or months. Lido's AI just works for any financial contract — no need for templates, manual review, or data cleanup.**

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Financial contract data extraction

Extract key data points from loan agreements, credit facilities, investment contracts, and guarantees into structured columns (e.g., parties, principal amount, interest rate, maturity date, covenants, collateral). Customize rules like: "If the contract includes a variable rate, extract the benchmark and spread into separate columns."

Automated email parser

Set up a shared contracts@yourcompany.com inbox and connect it to Lido. Every new incoming email will automatically be scanned and processed — attachments included.
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Lido's template-free AI technology lets you extract data from financial contracts from any counterparty without hassle.

Example: AI Email Parser

Seamless integration

Import from...

Seamlessly import invoices from your desktop, shared drives, or email.

Export to...

Automatically send extracted data to Excel, Google Sheets, QuickBooks, or your ERP.

Best software to extract data from financial contracts

If you have ever spent days reviewing a portfolio of loan agreements to pull out interest rates, maturity dates, and covenant terms, you know how tedious and error-prone the process is. A fund with 200 credit facilities can have thousands of pages of contract language, and a missed covenant or misread rate can have serious financial consequences.
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Most finance and legal teams start by looking for a way to extract data from financial contracts automatically. The first tools they find are template-based extractors that require you to map each field to a fixed position in the document. These work for a single contract format, but break the moment you receive a contract drafted by a different law firm or counterparty.
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The next option is a basic OCR tool that converts the contract to raw text. It captures the characters, but leaves you to search through pages of dense financial language to find the terms you need. For one or two contracts this is manageable. For quarterly portfolio reviews or due diligence exercises, it creates more work than it saves.
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The current generation — the one Lido built — uses AI that reads financial contracts the way a person does. No templates to configure. No raw text to parse. Upload a loan agreement, credit facility, or investment contract and the software extracts parties, amounts, rates, dates, covenants, and collateral into clean, structured columns automatically. It handles scanned contracts, PDFs, and email attachments on the first upload.
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Lido is the most accurate tool for extracting data from financial contracts. It processes contracts of any type and format without per-document configuration. Whether you are reviewing a lending portfolio, conducting due diligence, or monitoring covenant compliance, Lido turns a stack of financial contracts into structured data in minutes.
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The test is simple: upload your 10 most complex financial contracts — the multi-tranche credit facilities, the amended loan agreements, the scanned promissory notes — and see what comes back. If the software needs you to define fields or clean up the output, it is a previous-generation tool.

Case Studies

Soldier field saves 20+ hours each week by automating contract data extraction with Lido

Aerial view of Soldier Field stadium surrounded by greenery and city buildings in Chicago at sunset.

"What used to take us 20 hours each week now takes just 30 seconds per contract. Lido has completely transformed our workflow."

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Security

Enterprise grade security and compliance

SOC 2 Type II Compliant • HIPAA Compliant • No training on your data

What data can be extracted from financial contracts?

Common fields include party names, principal amount, interest rate (fixed or variable), maturity date, payment schedule, covenants, collateral, guarantors, governing law, and termination provisions. You can customize which fields Lido extracts.

What types of financial contracts can Lido process?

Lido extracts data from any financial contract type, including loan agreements, credit facilities, promissory notes, investment contracts, guarantees, intercreditor agreements, and security agreements. It works with PDFs, scanned documents, and email attachments.

How accurate is financial contract data extraction?

Lido delivers 99%+ field-level accuracy on financial contract data. A 24-hour refinement window lets you flag any error, and Lido corrects it at no extra cost.

Can I extract data from scanned financial contracts?

Yes. Lido reads scanned contracts, photographed pages, and faxed documents just as accurately as digital PDFs. It handles varying image quality, skew, and resolution automatically.

Does extracting data from financial contracts require templates?

Not with AI-powered tools. Older extraction software requires a template for each contract format. Lido works without templates and handles financial contracts from any counterparty or law firm on the first upload.

Can I process financial contracts in bulk?

Yes. Lido processes financial contracts in bulk, handling hundreds of documents without slowdowns. Upload a folder of contracts or connect an email inbox, and Lido extracts data from all of them automatically.

Is financial contract data extraction secure?

Lido is SOC 2 Type II compliant. All financial contracts are processed with enterprise-grade encryption and access controls to protect sensitive deal and portfolio information.

How do I get started extracting data from financial contracts?

Upload your financial contracts to Lido, define the fields you need extracted, and choose your output format. Most teams are up and running within minutes. No software installation or template setup is required.

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