Turn Multi-Page Investment Statements into Clean, Tabular Data

Stop manual entry for brokerage feeds. Lido’s AI-powered engine handles nested tables, cost-basis adjustments, and multi-currency reporting with >99% accuracy.
  • Extract complex nested tables across multiple pages without losing row-to-line item associations
  • Standardize data from any brokerage or asset manager into a unified schema for direct import into any system
  • Automate mathematical reconciliation to tie out to the statement’s reported totals
  • No credit card required
  • 50 free pages
Trusted by thousands of finance and operations teams
Works with messy, real-world documents

Purpose-built for high-stakes financial data

Traditional OCR fails on the irregular structures of investment statements. Lido's next-gen AI engine understands the context of a ledger, allowing it to handle document density and structural shifts that break standard automation.

Complex Table Reconciliation

Our engine intelligently joins tables that span multiple pages. If a "Transactions" table breaks across page 4 and 5, Lido maintains the row integrity and balances the ending totals.

Nested Data Structures

Unlike basic OCR, we distinguish between Top-Level Account info (Entity Name, Portfolio #) and Line-Item details (CUSIP, ISIN, Unrealized Gains/Losses) within the same document.

Multi-Brokerage Standardization

Whether it’s a Fidelity statement, a Morgan Stanley report, or a bespoke PE Capital Call, we map the data to your unified schema so your downstream systems don't have to change.
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.
Read the full case study ->
Elizabeth Rodriguez
Billing Manager
Security

Enterprise grade security and compliance

SOC 2 Type II Compliant • HIPAA Compliant • No training on your data

Frequently asked questions

How do you handle scanned PDFs vs. digital-native PDFs?

Lido works with 99%+ accuracy on both scanned and digital PDFs.

Do you handle alternative investments or just public equities?

Lido's AI engine works with any document type: Capital Calls, Distribution Notices, Brokerage Statements, K-1s, etc.

Which fields can you extract?

You can extract any field from any document. Unlike other tools that force you into a limited set of fields, Lido fits to your exact data schema.

What happens if a brokerage changes their statement layout overnight?

Because Lido is layout-agnostic, we don't rely on fragile, fixed templates that break when a margin shifts or a logo moves. Our AI understands the underlying context of financial data. For example, identifying "Total Market Value" by its relationship to the surrounding ledger rather than its physical position on the page.

Can you extract data from multi-page tables that span across several sheets?

Yes. Our technology is designed for complex table reconstruction. If a transaction list starts on page 3 and ends on page 7, Lido intelligently joins the rows, maintains column integrity, and automatically reconciles the ending balance to ensure no data was lost during the page breaks.

Start today with 50 free pages

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