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Automation & Workflows
L

Lido

AI-powered document extraction and workflow automation for finance and operations teams.

Starting at$0
Visit Lido →
💡

In Plain English

AI-powered document extraction and workflow automation for invoices, receipts, purchase orders, and finance documents.

OverviewFeaturesPricingUse CasesLimitationsFAQ

Overview

Lido is a freemium Automation & Workflows tool for web-based document extraction, helping finance, accounting, procurement, healthcare, logistics, and operations teams convert unstructured documents into spreadsheet-ready data. Its core positioning is template-free AI extraction: users upload PDFs, scans, photos, images, Word files, email attachments, invoices, receipts, bank statements, purchase orders, medical forms, bills of lading, contracts, tax forms, and similar business documents, then define the fields they want in plain language instead of drawing boxes or maintaining per-vendor templates. Lido says it can process handwritten, scanned, photographed, and multilingual documents when the text is human-readable, and the product emphasizes structured exports to Excel, Google Sheets, and CSV as well as validation and downstream workflow automation.

Several concrete facts make the positioning more verifiable. Lido offers 50 free pages with no credit card required, and the free pages are described as not expiring. Paid self-serve pricing starts with the Standard plan at $29 per month for 100 pages per month and 1 user. The Scale plan is listed at $7,000 per year for 42,000 pages per year, up to 10 users, API and workflow access, and priority email and chat support. The Enterprise pricing card lists custom page limits from $35,000 per year, with custom ERP integrations, a dedicated US-based account manager, and live US-based onboarding and support. Lido also states that it does not offer per-page overage billing on these plans, so buyers choose a tier rather than paying variable per-page charges. The pricing FAQ says files can be reset and reprocessed within the first 24 hours of upload at no extra page-credit cost, which is useful during setup when teams refine extraction instructions.

The product claims fast setup and measurable operational gains, but buyers should treat vendor-provided benchmarks as claims to validate with their own samples. Lido states that extraction generally returns spreadsheet data in seconds, that help documentation describes extraction as taking about 10 to 30 seconds per document, and that the homepage cites 1-hour implementation compared with 4 to 8 weeks for legacy OCR. It also claims 99%+ extraction accuracy on structured documents such as invoices and receipts, 90% manual work eliminated, 16,000 claims processed in five days in a customer example, 20+ hours saved per week in another customer example, roughly 400 weekly purchase orders processed automatically in a PO workflow example, and 85% AP team capacity freed in a testimonial. These are vendor-provided claims rather than independently verified benchmarks, so teams should test Lido against representative documents, review workflows, compliance needs, and integration requirements before production use.

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Key Features

Layout-agnostic extraction+
Scanned, faxed, and handwritten document processing+
AI vision, OCR, and LLM-based understanding+
Plain-language field configuration+
Line item, tax, and custom field extraction+
PO matching and reconciliation+
24-hour free reprocessing+

Pricing Plans

Plan 1

$0

    Plan 2

    $29/month

      Plan 3

      $7,000/year

        Plan 4

        From $35,000/year

          See Full Pricing →Free vs Paid →Is it worth it? →

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          Best Use Cases

          🎯

          Extracting invoice data from many vendors without creating a separate template for each vendor format.

          ⚡

          Processing scanned, faxed, or handwritten financial documents that are difficult to handle with basic OCR tools.

          🔧

          Pulling invoice and receipt data into Excel for accounting review, reconciliation, or reporting.

          🚀

          Capturing line items, tax values, and custom fields from financial documents for accounts payable workflows.

          💡

          Automating PO matching and reconciliation steps after invoice data has been extracted.

          🔄

          Testing AI document extraction on a limited batch of real documents using the 50 free pages offer.

          Limitations & What It Can't Do

          We believe in transparent reviews. Here's what Lido doesn't handle well:

          • ⚠Independent public review count is not substantiated in the provided JSON.
          • ⚠The 50-page free tier is sufficient for evaluation but may be inadequate for ongoing production use.
          • ⚠Publicly documented accuracy benchmarks are vendor-provided, so buyers should validate extraction accuracy with their own representative documents.
          • ⚠Enterprise features such as SSO, advanced role-based access controls, audit logs, retention configuration, and procurement documentation should be verified directly for regulated deployments.
          • ⚠The platform's focus on financial and operational documents such as invoices, receipts, purchase orders, claims, and bills of lading may make it less suitable for unrelated document categories.
          • ⚠Integration breadth should be verified on the current Lido website because the provided content does not substantiate a specific connector count.

          Pros & Cons

          ✓ Pros

          • ✓Handles invoices, receipts, PDFs, and financial documents, including scanned, handwritten, and faxed documents according to the website.
          • ✓Layout-agnostic extraction reduces the need to build templates or configure rules separately for each vendor.
          • ✓Plain-language field configuration makes extraction setup more accessible to finance and operations users without requiring custom code.
          • ✓Supports detailed financial extraction needs such as line items, tax fields, and custom fields rather than only simple header-level OCR.
          • ✓Includes workflow features such as automated PO matching and reconciliation, which are directly relevant to accounts payable processes.
          • ✓Free starting offer includes 50 pages with no credit card required, making it practical to test with real documents before buying.

          ✗ Cons

          • ✗Listed paid pricing should still be verified on the current Lido website before purchase because plan limits and enterprise terms can change.
          • ✗The product is specialized around document extraction and finance workflows, so it may not replace broader automation platforms for general app-to-app workflows.
          • ✗No specific integration list is included in the provided content, which makes it unclear how directly Lido connects to accounting systems, ERPs, cloud storage, or approval tools.
          • ✗The website states a 5-star aggregate rating, but the provided review count is only 3, so the public review sample shown is small.
          • ✗Security, compliance, data retention, and audit-control details are not fully substantiated in the provided content and should be verified before using it for sensitive financial documents.

          Frequently Asked Questions

          What does Lido do?+

          Lido extracts structured data from PDFs, invoices, receipts, and financial documents. Its website says it can process scanned, handwritten, and faxed documents without templates or per-vendor configuration.

          Does Lido require invoice templates?+

          No. The website describes Lido as layout-agnostic and says it does not require templates or per-vendor setup for document extraction.

          Can Lido extract line items and taxes?+

          Yes. The listed features include line item, tax, and custom field extraction, which makes it suitable for more detailed invoice and receipt processing.

          Is Lido only for invoices?+

          No. The website highlights invoices and receipts, but it also refers more broadly to PDFs and financial documents.

          Is there a free trial or free plan?+

          The website offer states that Lido includes 50 free pages with no credit card required. Paid plan details are listed separately in the pricing tiers.
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          What's New in 2026

          The provided website content positions Lido around AI document extraction using AI vision models, OCR, and LLMs, with layout-agnostic processing, plain-language field configuration, PO matching, reconciliation, and 24-hour free reprocessing. No specific 2026 release notes, launch announcements, or dated product updates are included in the provided content.

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          Quick Info

          Category

          Automation & Workflows

          Website

          www.lido.app
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