Process thousands of bank statements in minutes

Automatically convert any PDF bank, credit card, or brokerage statements to CSV or Excel without any manual input.
  • Save time by automating manual data entry
  • Reduce errors and improve accuracy
  • Supports all banks worldwide
Trusted by thousands of finance and operations teams
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.
How it works

How to Convert Your Bank Statement Into Excel or CSV

Step 1:

Upload bank statement

Select native PDF bank statements or PDF containing scanned images of bank statements to upload. You can also drag and drop your bank statements into the upload box.
Step 2:

Convert to structured data

Lido uses advanced AI technology to identify and extract relevant data from your financial statements and convert them into structured data.
Step 3:

Download your Excel or CSV file

Within a few seconds, you can download your converted table and data in Excel or CSV file format.
Security

🔐 Your data stays private and secure

SOC 2 Type 2 Compliant

HIPAA compliant

State of the art 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.
Pricing

Pricing for teams of every size

Enhanced Pricing Component

Standard

$24 / mo

100 pages / mo

  • 1 user
  • Convert any file type
  • Export to Excel, CSV

Scale

$3,950 / yr

42,000 pages / yr

  • Up to 10 users
  • API Access
  • Priority email & chat support
Schedule a demo

Enterprise

From $25,000 / yr

Custom page limits

  • Custom ERP integrations
  • Dedicated US-based account manager
  • Live US-based onboarding & support
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