PDFAITools
What is Lido?
Automated Data Workflows for Finance Teams
Lido is a specialized automation platform designed to eliminate manual data work for finance and operations teams. It excels at PDF-to-Excel conversion and data automation, allowing teams to extract structured data from documents like invoices, bank statements, and financial reports and push it directly into spreadsheets or downstream systems.
Finance-Focused Automation
Unlike general-purpose automation tools, Lido is built specifically around the workflows that finance teams deal with daily — pulling data from PDFs, reconciling spreadsheets, and routing information between systems. This focus means the tool handles financial document formats with high accuracy.
- Intelligent PDF data extraction and conversion
- Excel and Google Sheets integration
- Automated data routing between systems
- Scheduled automation for recurring tasks
- Finance-specific document handling
Who It's For
Lido is built for finance professionals, accountants, and operations managers who spend excessive time on manual data entry and document processing tasks.
Key Features
Accurately pulls structured data from financial PDFs automatically.
Pushes extracted data directly into spreadsheets without manual entry.
Automatically routes data between documents and business systems.
Run data extraction workflows on a defined schedule.
Finance-tuned AI ensures reliable extraction from complex documents.
Who Uses Lido?
Extract invoice data to spreadsheets without manual data entry.
Pull bank statement data for automated reconciliation workflows.
Aggregate data from multiple sources into reporting templates.
Organize and structure financial data for audit processes.
Pros & Cons
✅ Pros
- Specialized for finance workflows — high accuracy on financial docs
- Significantly reduces manual data entry time
- Integrates with Excel and Google Sheets natively
- Scheduled automation runs without manual triggering
❌ Cons
- Narrower use case than general automation platforms
- Paid-only — no free tier available
- Setup may require technical understanding of data mapping
Lido Pricing
Starter
- 100 extractions/mo
- PDF to Excel
- Basic automation
- Email support
Growth
- 1,000 extractions/mo
- Scheduled workflows
- API access
- Priority support
Enterprise
- Unlimited extractions
- Custom integrations
- SLA guarantee
- Dedicated account manager
Lido earns a 4.3/5 rating from our editorial team. While it requires a paid subscription, the professional-grade capabilities deliver strong ROI for serious users. Standout strengths include specialized for finance workflows — high accuracy on financial docs and significantly reduces manual data entry time.
Get Started with Lido →