Intelligent OCR Software for Extracting Data from IRS Tax Forms

Accurately extract data from any IRS tax form, including W-2s, 1099s, and 1040s into Excel or CSV with the #1 AI Bank Statement Converter.
  • Save time by automating manual data entry
  • Reduce errors and improve accuracy
  • Scale without hiring more people
  • No credit card required
  • 50 free pages
Trusted by thousands of finance and operations teams
Demo video

See Lido in action

Watch and learn how you can use Lido to extract data from any PDF in less than 5 minutes.
Claim your 50 free PDF pages today!
  • No credit card required
  • 20 free pages
Reviews

What our customers are saying

So easy, a human can do it.

Fully automated IRS tax form OCR data extraction software.

Fast and accurate IRS tax form processing that saves you time and money.

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."
Spreadsheet displaying vendor names, dates, and amounts with an extract data panel showing selected columns for extraction: vendor, date, and amount.
Example: Extracted data customized with user-defined rules.

Edit and categorize with AI

Automatically clean and organize your data with our AI OCR PDF Tool. Standardize messy number formats, generate transaction descriptions, and auto-categorize expenses – all in seconds.
Great for...
  • Bank statements
  • Credit card statements
  • P&Ls
  • Expense reports
  • Transaction logs
Example:Ā AI driven data cleaning for messy number formats.
Seamless integration

Fully automated IRS tax form OCR data extraction software.

Accurate and fast IRS tax form OCR technology from Lido extracts data into a structured format in seconds.

1120 Data Extraction

Automate processing of 1120 form processing with Lido's OCR technology for tax returns.

1099 Data Extraction

Simplify your 1099 form processing with Lido's powerful OCR, ensuring fast and accurate data extraction.

1040 Data Extraction

Automate your 1040 form processing with Lido's advanced OCR, ensuring accurate and timely data extraction.

W-2 Data Extraction

Streamline your W-2 form processing with Lido's advanced OCR technology, saving you time and reducing errors.
Seamless integration

Import from...

Seamlessly import bank statements from your desktop, shared drives, or email.

Export to...

Automatically send extracted data to Excel, Google Sheets, QuickBooks, or your ERP.
Case Studies

Soldier field saves 20+ hours each week by automating invoice processing with Lido

Aerial view of Soldier Field stadium surrounded by greenery and city buildings in Chicago at sunset.
"What used to take us 20 hours each week now takes just 30 seconds per invoice. Lido has completely transformed our workflow."
Read the full case study ->
Security

šŸ” Your data stays private and secure

SOC 2 Type 2 Compliant

HIPAA compliant

State of the art encryption

Information safeguarded with AES-256 encryption, both at rest and during transmission.

No training on your data

Your data remains untouched for AI training, backed by comprehensive data processing agreements.
Pricing

Pricing for teams of every size

All plans are available month-to-month and you can cancel at any time.
Enhanced Pricing Component

Standard

$24 / mo

100 pages / mo

  • 1 user
  • Convert any file type
  • Export to Excel, CSV

Scale

$3,950 / yr

42,000 pages / yr

  • Up to 10 users
  • API Access
  • Priority email & chat support

Enterprise

From $25,000 / yr

Custom page limits

  • Custom ERP integrations
  • Dedicated US-based account manager
  • Live US-based onboarding & support

Start today with 50 free IRS tax form conversions

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