Commission statements in. Matched Excel out.
Commission statements arrive as PDFs. Every carrier is formatted differently. Your team reads each one, copies line items into Excel, then matches every client to the right advisor and entity by hand. Lido does all of it.
- Any carrier, any format. 5-page statements or 200-page statements. Every line item extracted into clean Excel.
- Advisor and entity matching built in. Each client matched to the right producer, branch, and entity automatically.
- Runs on autopilot. New statements processed from SharePoint or OneDrive. Results exported back to your folder.
Trusted by document-heavy teams
How it works
1. Drop in your commission statements. PDF, Excel, scanned — any carrier. Upload directly or connect a folder.
2. Every line item extracted. Producer, client, policy number, transaction type, commission amount, rate, selling code — mapped to your template. One template handles all your carriers.
3. Matched and reconciled. Clients matched to advisors and entities from your reference list. Discrepancies flagged before they reach your books.
Your data's safe with us
Stop copying commission data by hand.
Book a 15-minute demo. Bring your worst statement.