Extract invoice data to Excel with AI

Accurately extract data from invoices to spreadsheets with the #1 AI OCR tool that works with PDFs, scans, images, and docs.
  • Start processing invoices in minutes not weeks — no training or rules to build
  • Works with any invoice format out-of-the-box
  • 99%+ field-level accuracy across every layout
  • No credit card required
  • 50 free pages
Trusted by thousands of finance and operations teams
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
Experience the latest in invoice OCR technology

Our customers go live in minutes, not weeks or months. Lido's Invoice to Excel converter just works for multiple vendor formats — no need for custom templates.

Invoice data extractor

Extract key data points from PDFs, images, and emails 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."

Automated email parser

Set up a shared invoices@yourcompany.com inbox and connect it to Lido. Every new incoming email will automatically be processed — attachments included.

Lido's template-free AI technology lets you process invoices from multiple vendors without hassle.
Example: AI Email Parser
What used to take us 20 hours each week now takes just 30 seconds per document.
Anna Hockey
CFO
PDF to spreadsheet conversion is just the first step

Automate multi-step document workflows

Extract and validate data from documents, then automate what happens next: upload to your ERP, populate forms with extracted data, or export a clean CSV.
Schedule a workflow demo

Ingest

Upload documents in batches, or connect shared folders and inboxes to automatically ingest new files as they arrive.

Extract

Automatically extract structured data from any document. Tell Lido what fields you need and we'll pull the right data into clean, usable tables.

Validate

Automatically match extracted data against your internal systems with AI to find the correct records and return clean, validated data ready for your ERP.

Automate

Trigger workflows based on extracted data. Split or rename files, send outputs on a schedule, or generate downstream documents with our AI form filler.
Security

Enterprise grade security and compliance

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

Frequently asked questions

I have a lot of different vendors with different invoice formats. Can Lido support them all? Will I need to set up a template for each one?

Lido supports any vendor invoice layout without the need for custom individualized template setup. Unlike older OCR technologies, Lido's AI is able to read documents contextually and pull out the relevant details without pre-defined parsing rules and bounding boxes. This means you can dump in all of your different vendors at once and get the same structured, clean data out.

My invoices are in different languages. Can Lido process them accurately?

Yes, our cutting edge AI OCR technology is accurate in any language, including English, Spanish, French, German, Dutch, Russian, Japanese, Korean, Chinese, Hebrew, Arabic, Hindi, and more.

Can Lido extract data from other related financial documents?

Yes, Lido can easily parse data from purchase orders, receipts, quotations, and any other financial document.

How secure is Lido with sensitive financial data?

Security is our top priority. Lido is SOC 2 Type 2 and HIPAA compliant. You can learn more about how we keep your security safe here.

How can I automate my invoice processing workflow entirely with Lido?

Lido offers a number of customizable automations to fit your existing workflow. Popular options include, but certainly aren't limited to:

1. Connect to a shared Google / OneDrive folder -> automatically process all new invoices added to the folder -> upload an Excel or CSV with newly extracted invoice data once per day

2. Automatically forward all emailed invoices to a Lido inbox -> parse all new invoices as they're received -> send an email with an Excel or CSV of all invoices received that day

Can Lido handle large volumes of invoice data?

Yes, Lido can process thousands of invoices in minutes.

Start today with 50 free invoice conversions

  • No credit card required
  • 50 free PDF page conversions
  • Process your first invoice in under 5 minutes
Schedule a demo ->