Pull tables, fields, and line items from invoices, bank statements, receipts, and reports into Excel or Google Sheets. AI reads any PDF layout without templates or manual setup.
No templates. No training data. No manual data entry.
Upload invoices, bank statements, receipts, reports, or any PDF. Drag and drop one file or hundreds. The AI handles any layout, language, or scan quality automatically.
The AI reads each PDF like a person would, identifying tables, headers, line items, dates, amounts, and totals by context. No templates to configure, no extraction zones to define.
Get your structured data in Excel, Google Sheets, CSV, or JSON. Every field lands in the right column. Use AI columns to define custom extraction rules in plain English.
Drop any invoice, bank statement, receipt, or report below and get structured spreadsheet data back immediately.
AI handles any PDF type, any layout, any volume.
AI identifies tables within PDFs and extracts each row as a structured record. Invoice line items, bank transaction rows, and itemized entries all land in organized spreadsheet columns with correct headers.
Invoices, bank statements, receipts, purchase orders, financial reports, tax forms, shipping documents, and insurance claims. The AI interprets fields by context and layout, not fixed rules or coordinates.
Traditional tools require extraction zones for each layout. AI PDF extraction reads document structure automatically. When vendors change their format, the AI adapts without reconfiguration or template maintenance.
Combines OCR with document understanding to read scanned documents, faxed pages, and smartphone photos. Handles poor-quality scans, skewed pages, and faded text with 90–98% accuracy.
Upload hundreds of PDFs at once. The AI processes them simultaneously and outputs all extracted data into a single spreadsheet. Connect an email inbox or cloud folder for automatic processing.
Export extracted data to Excel (.xlsx), Google Sheets, CSV, JSON, or XML. REST API returns structured JSON with confidence scores. Direct ERP integration sends data into accounting systems automatically.
“We process invoices from 400+ suppliers, every one a different PDF layout. Before AI extraction, our AP team spent three days a week on manual data entry. Now the data flows into our spreadsheet automatically and we just review flagged items.”
“Extracting transaction data from bank statement PDFs was our biggest bottleneck during monthly close. Now we upload the batch and have structured data in Excel within minutes. Accuracy is consistently above 97%.”
“The AI handles scanned PDFs, digital PDFs, and photos of receipts without any template setup. We reduced manual data entry by about 90% in the first month. The confidence scores make reviewing exceptions fast.”
“Our finance team processes 3,000+ PDF documents every month across invoices, statements, and reports. We used to have four people copying data into Excel by hand. AI extraction handles it automatically now and we just review exceptions.”
Finance teams processing high-volume PDFs have eliminated manual data entry after switching to AI-powered extraction that handles any layout without templates.
PDFs are the universal format for business documents. Invoices arrive as PDFs. Banks issue statements as PDFs. Insurance companies, logistics providers, government agencies, and suppliers all generate PDFs. The data inside those files — amounts, dates, line items, account numbers, vendor details — needs to end up in spreadsheets, ERPs, and databases. But PDFs were designed for printing, not data extraction. The format preserves visual layout while discarding the underlying data structure, which makes automated extraction fundamentally difficult.
Copy-paste is the first approach most teams try, and it breaks immediately on multi-column tables, merged cells, and line items that span rows. Traditional OCR converts scanned text into editable characters but provides no understanding of what those characters mean or how they relate to each other. A traditional OCR engine might read "Total: $4,287.50" but cannot distinguish that from a subtotal, tax amount, or line item price without additional logic. Template-based extraction tools let you define zones on the page where specific fields appear, but those templates break the moment a vendor changes their invoice layout or you start processing PDFs from a new source.
AI-powered PDF extraction takes a fundamentally different approach. Rather than matching pixel patterns or requiring templates, Lido reads the entire PDF the way a person would — interpreting headers, tables, labels, amounts, and relationships between fields. It understands that the column labeled "Qty" contains quantities, that the number next to "Invoice Total" is the total amount, and that rows in a table represent individual line items. This contextual understanding works across PDF layouts because the AI interprets meaning, not fixed positions on a page.
The key technical difference is that AI extraction models process the full visual representation of a PDF page rather than just the text layer. This means the AI sees the same thing a human sees — the spatial relationships between headers and values, the table grid lines (or implied grid in borderless tables), the hierarchy of headings and subheadings. For a deeper look at how modern extraction technology works, see What is data extraction on the Lido blog.
The practical result is that teams processing invoices, bank statements, receipts, or any other PDF type can upload files in batch and get clean, structured spreadsheet data back. Each field lands in the correct column with confidence scores for validation. High-confidence extractions flow through automatically while flagged items get human review. Whether you process 50 PDFs per month or 50,000, AI handles any layout from any source without templates, training data, or manual configuration.
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Bank-grade encryption at rest. TLS 1.2+ in transit.
BAA available for healthcare and financial document processing.
AI PDF extraction uses large language models and vision AI to read PDFs contextually — interpreting tables, headers, labels, and fields by meaning rather than relying on fixed templates or pixel coordinates. Unlike traditional OCR or template-based tools, AI reads the full visual structure of a document and understands that a column labeled "Qty" contains quantities, that the number next to "Invoice Total" is the total amount, and that rows in a table represent individual line items. This works across any PDF layout because the AI interprets document meaning, not fixed positions on a page.
AI PDF extraction handles invoices, bank statements, receipts, purchase orders, financial reports, tax forms (W-2, 1099, K-1), shipping documents, insurance claims, medical records, and any other structured or semi-structured PDF. It works on native digital PDFs, scanned documents, image-based PDFs, and smartphone photos. The AI adapts to any layout from any source without per-format configuration.
AI PDF extraction achieves 95–99% accuracy on clean digital PDFs and 90–98% on scanned documents depending on scan quality. Every extracted field includes a confidence score so you can auto-approve high-confidence results and route low-confidence extractions for human review. The AI improves over time as it processes more documents within your workflow.
No. Traditional PDF extraction tools require you to define extraction zones for each document layout, and those templates break whenever a vendor changes their format. AI PDF extraction understands document structure automatically — it identifies fields like invoice numbers, dates, amounts, and line items by context and meaning. This works on any PDF layout without templates, training data, or per-document configuration.
Yes. AI PDF extraction combines OCR with document understanding to read text from scanned documents, faxed pages, smartphone photos, and image-based PDFs. It handles poor-quality scans, skewed pages, faded text, and documents with handwritten annotations. Accuracy on scanned PDFs typically ranges from 90–98% depending on scan quality.
Extracted data can be exported to Excel (.xlsx), Google Sheets, CSV, JSON, and XML. A REST API returns structured JSON with field-level confidence scores for developers building automated pipelines. Direct integration with ERP and accounting systems means extracted data flows into your existing workflows without manual import steps.
Yes. Lido is SOC 2 Type 2 certified and HIPAA compliant with AES-256 encryption at rest and TLS 1.2+ in transit. All uploaded PDFs are automatically deleted within 24 hours of processing. Your documents are never used to train AI models. A signed Business Associate Agreement is available for organizations processing healthcare or financial documents.
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