Automatically convert financial statements to Excel
Automatically extract key data from bank statements, financial reports, and invoices into Excel. Perfect for accountants and bookkeepers who need accurate, structured data without the manual work. ✅ Extracts financial statement data in seconds ✅ Eliminates tedious data entry and reduces errors ✅ Scales during busy seasons like tax time
Months of Financial Statements Processed in Hours. Zero Errors
"Tax time is always a data entry nightmare. Our team spends days punching numbers into Excel and managing custom classification rules for different clients like farmers. Lido was easy to setup and flexible enough to handle all of our different documents and clients. I feel like I just programmed my brain into a new employee that runs 24 hours a day."
Extract key data points from bank statements, receipts, invoices, and more into structured table columns (e.g., name, date, invoice number). Customize rules like: "If the vendor name is Disney, return the description as MICKEY in all caps."
Example: Extracted data customized with user-defined rules.
Classify and categorize with AI
Automatically clean and classify extracted data with AI. Standardize messy number formats, generate transaction descriptions, and auto-categorize expenses – all in seconds.
Example: AI driven data cleaning for messy number formats.
Run on autopilot
Automatically fetch new financial statements from Google Drive, Gmail, Outlook, or OneDrive. Receive processed data via email or seamlessly send extracted tables to your database or any API-connected tool.
Reviews
Why accountants love Lido
Colin V., Founder
Close books two days faster every month
A lot of our small business clients have multiple bank accounts, and I used to go through all of them by hand every month. Lido fully automated something that used to take me a couple of days.
Thomas L., Accounting Manager
Paid for itself in one week
I was skeptical at first—how could an AI really understand our messy invoices? But it not only handled them flawlessly, it even flagged a double charge we’d missed for months. Lido paid for itself in the first week.
Natalie M., Small business owner
Works with international statements
We sell in a dozen or so countries, and getting data out of Amazon seller statements is such a mess. Numbers get formatted differently in each currency and there's always something weird with negative numbers. But somehow Lido always returns clean numbers exactly the way we need them.
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