Extract data from invoices, receipts, purchase orders, bank statements, and any document to Excel, Google Sheets, or CSV. No templates. No training data.
Upload any document — invoice, receipt, bank statement, or purchase order — and get structured Excel data back immediately. No setup, no templates, no waiting.
No templates. No training data. No per-document-type setup.
Invoices, receipts, purchase orders, bills of lading, bank statements, tax forms, and more. Upload PDFs, scans, photos, or email attachments. The AI reads the visual structure of each document and extracts fields into organized columns without per-format templates.
Layout-agnostic AI reads documents the way a person would, identifying fields by context rather than position. No templates break when formats change. AI columns let you define custom extraction rules in plain English for any field the default schema does not cover.
Export extracted data directly to Excel or Google Sheets with one click. Download as CSV or JSON for import into accounting systems, ERPs, or databases. The REST API returns structured JSON with confidence scores for automated pipelines.
“We process thousands of documents monthly across dozens of formats. What used to take our team days now happens automatically in minutes.”
Operations teams processing high-volume documents across mixed formats have reduced manual data entry by 80–90% after switching to AI-powered extraction.
“We run about 3,500 audits a year with hundreds of different document formats. It handles every format we throw at it — invoices, receipts, statements — with near-perfect accuracy every time.”
“It worked with all of our different document types accurately. We had been looking for something that could handle the variety we deal with, and this was the first tool that actually delivered.”
“We reduced the manual entry portion of our workflow from about 60% of our team's time to roughly 10%. The time savings alone justified the switch within the first month.”
Most business documents — invoices, receipts, purchase orders, bank statements, bills of lading — were designed for human eyes, not machines. Data sits in layouts that vary by vendor, institution, and document type. Copying this information into a spreadsheet by hand is slow, error-prone, and impossible to scale as volume grows.
Traditional OCR (optical character recognition) converts images to raw text but throws away the structure. You get a block of text with no distinction between a vendor name, a line-item description, and a total amount. Cleaning up that raw output takes nearly as long as manual data entry.
AI-powered OCR takes a fundamentally different approach. Instead of just recognizing characters, it reads the visual structure of the entire document — headers, tables, labels, and values — the way a person would. It understands that the number next to “Total” is the total amount, not a page number. It recognizes that rows in a table are line items, even when column layouts vary between documents.
The result is structured data that flows directly into Excel, Google Sheets, or CSV, ready for analysis, reconciliation, or import into downstream systems. Each field lands in the correct column with no manual cleanup required. This works across document types because the AI interprets context, not fixed positions.
Lido is a layout-agnostic AI extraction platform that handles this pipeline end to end. It connects to Gmail, Outlook, Google Drive, and OneDrive to pull documents automatically and output clean spreadsheet data. Teams using Lido report reducing manual data entry by 80–90%, whether they are processing invoices, receipts, or any other document type.
For a comprehensive guide to the technology behind document-to-spreadsheet conversion, read what OCR data extraction is and how it works. You can also compare the best OCR software in 2026 or explore tools for automating data entry from documents into spreadsheets and ERPs.
The same AI extraction engine handles all of these. Choose a guide for document-specific tips, field mappings, and use cases.
Vendor name, invoice number, line items, tax, and totals — from any vendor format. Also see InvoiceOCR.ai for dedicated invoice extraction.
Merchant, date, items, tax, and total from thermal prints, phone photos, and email receipts.
Transaction dates, descriptions, amounts, and running balances from any bank format. Also see BankStatementOCR.co.
PO number, vendor, line items, quantities, unit prices, and delivery dates.
Any PDF with tabular data — financial reports, inventory lists, regulatory filings — extracted into clean spreadsheet rows. Also see PDFDataExtraction.com.
W-2s, 1099s, K-1s, and other tax documents. Also see K1TaxSoftware.com for K-1 processing.
Processing shipping documents? See our dedicated tools for bills of lading, waybills, and air waybills.
Audited security controls verified over a sustained period — not a point-in-time snapshot.
Signed Business Associate Agreement available for healthcare-related document processing.
Your documents are never used to train, fine-tune, or improve AI models. Data Processing Agreements available.
Bank-grade encryption at rest. TLS 1.2+ in transit. All API access requires authentication.
Documents automatically deleted within 24 hours of processing. No copies remain on infrastructure.
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