Use cases

#Bank statement extraction

Questions about extracting balances, transactions, and fields from bank and card statements.

Financial statements

How do I extract transactions from bank statements into a spreadsheet?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Financial statements

How do I categorize transactions after extracting bank statement data?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Financial statements

How do I extract credit card charges from statements automatically?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Financial statements

How do I reconcile extracted statement data against a spreadsheet?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Financial statements

How do I extract account numbers from financial documents safely?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Financial statements

How do I handle scanned bank statements in an extraction workflow?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Financial statements

How do I extract tables from financial PDFs without breaking rows?

The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.

Finance teams

How do I choose a document extraction tool for finance teams?

Use an AI document extraction workflow that can read invoice PDFs, extract finance-ready fields, rows, and approvals, review exceptions, and export clean data to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when invoices vary by vendor or when the extracted data needs to land in spreadsheets, AP workflows, or an ERP-ready format.