Balzac AI

Lido

Paid, $24/mo

Streamlines PDF-to-Excel conversion for finance teams.

About

Lido is a specialized digital tool built to automatically transform data from PDF documents into organized Excel spreadsheets. Its core strength lies in its intelligent use of AI-based Optical Character Recognition, which allows it to detect and transfer even complex, tabular financial data with minimal supervision. This automation drastically cuts down on manual data entry, reducing both the time spent on routine tasks and the risk of transcription errors.

With customization options for data rules and the ability to predefine areas of interest on each document, Lido gives users precise control over how data appears in their final spreadsheets. Its data cleaning features further assist by standardizing formats and organizing information logically, which is especially useful for teams handling high volumes of invoices, statements, or other repetitive documents.

Lido is designed with usability in mind, offering an intuitive interface that enables rapid onboarding for team members. While it has a few integration and mobile limitations, its primary value is in making previously manual financial workflows effortless and more reliable, supporting organizations seeking greater efficiency in data management.

Who is Lido made for?

CFO / Head of Finance Operations Manager Data Analyst / BI Specialist
Small team (2-5 people) Startup (6-10 people) Growing startup (11-25 people)

Lido is suited for finance and operations professionals who regularly process large numbers of PDF financial documents such as invoices and bank statements. It is particularly valuable for small and midsize teams where the reduction of manual data entry can make a significant difference to productivity and accuracy.

Accounting teams in growing companies, as well as accounts payable teams in small businesses, benefit from the automation of data extraction and cleaning. Additionally, operations managers who need to streamline document processing across departments can integrate Lido to reduce bottlenecks. Some legal professionals and educators dealing with structured data extraction from PDFs also find it helpful for specialized tasks.

Overall, the product is best used by organizations where speed, accuracy, and reliability in converting and processing financial paper records into digital formats are critical to daily workflows.