Document types

#Credit card statement

Questions involving credit card statement data.

Statements

How do I extract data from bank statements and credit card 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 a spreadsheet or downstream system. 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.