Automate financial statement data extraction with AI
Say goodbye to time consuming client financial statement data entry everything month. Get a custom built AI tool that scrapes bank statement PDFs for the exact data you need into Google Sheets or Excel, in less than 7 days.
Lido will build you a custom AI-powered financial statement scraper in less than 7 days.
1
We learn your PDF extraction requirements
We'll schedule a 30 minute call to learn more about your bank statements and desired spreadsheet output to determine if it's a good fit.
2
We build an AI tool that does exactly what you need
Our team of engineers will set up a custom data processing pipeline to convert your PDFs into the desired format. If we can't do it accurately, we'll give you your money back.
3
We teach you how to use your new tool
After you sign off on the final output, we'll teach you how to use your new custom tool and hand it off to you.
Lido is the most precise way to import and transform data in a spreadsheet. Add your bank statements to a connected Google Drive, OneDrive, or S3 bucket. Then, use a combination of spreadsheet and AI formulas to pull the exact data you need into your spreadsheet.
What use to take hours every day, now takes seconds.
"Thank God I found Lido! We used to spend so much time manually finding data in client bank statements then transferring it into spreadsheets and Quickbooks. Lido just works and eliminates human error when reconciling client financials."
Schedule a 30-minute demo with a product specialist. We'll go over your exact PDF data extraction workflow and determine how Lido can best give you back hours each week.
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