Use cases
Questions about extracting balances, transactions, and fields from bank and card statements.
Statements
Lido helps teams extract data from bank statements and credit card statements automatically by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams extract transactions from bank statements into a spreadsheet by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams extract balances from bank statements automatically by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams convert bank statement PDFs to CSV by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams categorize transactions after extracting bank statement data by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams extract credit card charges from statements automatically by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams reconcile extracted statement data against a spreadsheet by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams extract account numbers from financial documents safely by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams handle scanned bank statements in an extraction workflow by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams extract tables from financial PDFs without breaking rows by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Financial statements
Lido helps teams automate monthly statement processing by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.
Finance teams
Lido helps teams choose a document extraction tool for finance teams by combining AI extraction, review, validation, and clean exports to spreadsheets, AP files, or ERPs.
Business rules
Lido helps teams filter extracted rows based on business rules by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or reconciliation workflows.