Turn preparers into reviewers.
Your staff read bank statements, invoices, and client source docs, then key them into Excel line by line. Lido does the extraction — your team opens a finished spreadsheet and reviews it.
- Bank statements → write-up-ready Excel. Every transaction extracted from any bank's format, scanned or digital. Twelve months processed in one pass.
- Invoices, receipts, and brokerage statements too. One tool for the client source documents your preparers key by hand.
- More clients, same headcount. Firms use the freed-up capacity to take on more work without adding to fixed costs.
Trusted by document-heavy teams
How it works
1. Drop in client documents. Bank statements, invoices, receipts, brokerage statements — PDF, scanned, or photographed. Upload directly or connect a folder.
2. Lido extracts every line. Dates, descriptions, amounts, payees — mapped to your workpaper or write-up template. One template handles every bank and vendor format.
3. Your team reviews. Preparers spot-check the output instead of keying it. A 6-hour bank statement write-up becomes a 20-minute review.
Your data's safe with us
Stop paying preparers to type.
Book a 15-minute demo. Bring your worst bank statement.