Automate K1 data extraction with AI

Lido is the fastest, most accurate way to extract K-1s, PCAPs, and other fund-accounting data from PDFs. Built for fund administrators, PE/VC finance teams, and tax professionals.
  • Start processing K-1's and PCAPs in minutes not weeks — no training or rules to build
  • Works with any GP or fund form out-of-the-box
  • 99%+ field-level accuracy across every statement
  • No credit card required
  • 50 free pages
Trusted by thousands of finance and operations teams
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
Demo video

See Lido in action

Watch and learn how you can use Lido to extract data from any PDF in less than 5 minutes.
Reviews

What our customers are saying

So easy, a human can do it.

Everything you need to extract data from any K-1, PCAP, or fund statement—no templates or mapping required.

Our extraction engine works on scanned or digital PDFs, images, and portal downloads—just describe the fields you want in plain English.

Data extractor

Extract key data points from K-1s, PCAPs, and other fund statements—straight from PDFs or portal downloads—into structured table columns.
Spreadsheet displaying vendor names, dates, and amounts with an extract data panel showing selected columns for extraction: vendor, date, and amount.
Example: Extracted data customized with user-defined rules.
Case Studies

Soldier field saves 20+ hours each week by automating invoice processing 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 invoice. Lido has completely transformed our workflow."
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Security

🔐 Your data stays private and secure

SOC 2 Type 2

HIPAA

Encryption

Information safeguarded with AES-256 encryption, both at rest and during transmission.

No training on your data

Your data remains untouched for AI training, backed by comprehensive data processing agreements.

Frequently asked questions

How do I extract K-1 data from PDFs automatically?

Lido uses AI to read K-1 forms from any GP or fund format and extracts every box, line item, and footnote into structured spreadsheet data. Upload K-1 PDFs in bulk during tax season and Lido returns accurate, organized data without manual entry — regardless of which fund issued the document.

What is the best software for automating K-1 processing for fund administrators?

Lido is purpose-built for fund admins, PE/VC teams, and tax professionals who need to extract K-1s, PCAP statements, and fund-accounting data at scale. Unlike generic OCR tools, Lido understands the specific structure of K-1 forms and maps each field to the correct output column automatically.

Can AI extract data from PCAP statements and fund accounting documents?

Lido extracts data from PCAP statements, capital account summaries, and fund accounting reports in any PDF format. Whether your documents come from dozens of different GPs with varying layouts, Lido normalizes all extracted data into a single consistent spreadsheet structure.

How do I speed up tax season K-1 data entry?

Lido eliminates the tax-season bottleneck by batch-processing hundreds of K-1 PDFs and delivering structured data in minutes instead of weeks. Organizations like Soldier Field and Hocutt trust Lido for high-volume document extraction, and the same accuracy applies to the specialized formats used across PE, VC, and fund administration.

Start today with 50 free pages

  • No credit card required
  • 50 free pages
  • No technical knowledge needed