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Mini tools
Lido Document Processingv1.2
Automate PDF data extraction with AI
Most popular alternative: SuperAI (128 saves)
Author
Tired of manually copying data from PDFs? Save time and money with Lido's PDF to spreadsheet AI tools.
Mary
🛠️ 1 tool
This tool is designed to transform PDF documents into clean Excel tables. You upload your PDFs then specify what data to extract either in plain English or by drawing a box around the region.
The tool is able to work with all sorts of PDF layouts and formats, including tabular data. You can even edit the extracted data with AI to clean / reformat numbers or auto-categorize expenses.
There's no complex setup required, just talk to the AI and have it extract the exact data you need. Bulk processing and automation integrations with email, drive folders, etc. are also available.
Customers use it for processing invoices, bank statements, credit card statements, financial P&Ls, legal contracts, resumes, and much more.
Free trial with 20 free pages.
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Releases
Get notified when a new version of Lido Document Processing is released
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Mar 17, 2025
Mary
Email parsing by Lido has arrived! Now you can automatically capture data from incoming emails (including attachments) and send it to spreadsheets. Fully customize your extracted datapoints with plain English, no complex model training required.
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May 18, 2024
Mary
Initial release of Lido Document Processing.
Pricing
Pricing model
Freemium
Paid options from
$19/month
Billing frequency
Monthly
Prompts & Results
Add your own prompts and outputs to help others understand how to use this AI.
Lido Document Processing was manually vetted by our editorial team and was first featured on May 18th 2024.
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Reducing manual efforts in first-pass during code-review process helps speed up the "final check" before merging PRs
Pros and Cons
Pros
Transforms PDF to structured data
Direct integration with Google Drive
Direct integration with Gmail
Decreases manual entry errors
No technical skills required
Automates data extraction process
Data output to spreadsheets
Works with varying PDF layouts
Trusted by purchasing, supply chain teams
Formulas for data extraction and parsing
Customisable data extraction
Optimized for POS, CRM, ERP, EHR systems
Workflow includes Google Drive, Gmail connection
Automates repetitive tasks
Decreased operational inefficiencies
Direct connections to Google Drive or Gmail inbox
Used by various businesses
View 12 more pros
Cons
Limited to Google systems
Only extracts to spreadsheets
Involves complex formulas
Reliant on Internet connectivity
No offline functionality
Seemingly limited support
Integration details unclear
May struggle with complex PDFs
Limited system compatibility (POS, CRM etc.)
Not designed for individual users
View 5 more cons
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Extract data from emails and documents instantly.4,35151Released 2y agoFree + from $41/moHad several issues with app, beginning with a refresh needed to find the upload (figured out while waiting for help desk). Relatively straightforward conversion, rearranged fields, merged integer and text field. Conversion was Ok on first 30 lines and 2 pages, second 25 lines needed more manual editing. Was going to rate lower, tried Parseur was even worse. -
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Q&A
What is the Lido PDF Data Extraction tool?
Mary
🛠️ 1 tool
wrote:Lido turns PDFs into spreadsheet data with AI.
How does Lido manage to extract data from varying PDF formats?
Mary
🛠️ 1 tool
wrote:We use a combination of OCR and AI to extract data from all PDF formats and layouts.
How does Lido output the data extracted from PDFs?
Mary
🛠️ 1 tool
wrote:The data is outputted directly into the connected Lido spreadsheet. You can export or copy this data directly to Google Sheets, Excel, or CSV.
Can I use Lido to link my Google Drive or Gmail inbox?
Mary
🛠️ 1 tool
wrote:Yes, Lido offers the functionality to directly connect to your Google Drive, Gmail Inbox, OneDrive, or Outlook.
Is there any technical skills required to use Lido?
Mary
🛠️ 1 tool
wrote:No, all you need to do is type in English to prompt the AI. Or, just visually draw a box around the sections that you want to extract and it does it automatically.
Can Lido integrate with my POS system?
Yes, Lido can integrate with your POS system. The structured spreadsheet data extracted by Lido from PDFs is designed to be compatible and ready for integration into various systems, including POS systems. The process ensures seamless data integration for more efficient operations.
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I have been using this application for some time now, and it pleasantly surprises me. At first, this tool seemed to be just something like a smart document search, but I was wrong. It is able to generate brief contents of books and documents. With it, I will be able to create my own knowledge base in various areas, which will be built only on the data I uploaded, which I am sure of. Overall, the app is great, and I can safely recommend it. How do I personally use this product: For example, to summarize medical research and books. I intend to use it for academic research to save time searching for answers to specific questions and searching for links (documents, pages, comments), and I have to say that I am impressed. I upload not only PDF documents, but also transcribe videos of specialists in the right subject and upload them together to the service. Thus, I make my personal library, knowledge base and the quality of knowledge deeper. More recently, I came up with the idea to use the knowledge of some specialists who run their social networks and tell me the information I am interested in on their pages, because I can also collect their posts on social networks. networks in one document and upload to the service. What I liked especially: 1. Simple and user-friendly interface. Everything is in its place and nothing superfluous. 2. The algorithm does not come up with answers, but proceeds from the data in the document, allowing you to ask contextual questions and receive point-to-point answers in real time. Very often, language models sin against this. 3. Unlimited questions in the "chat" You can ask as many questions as you want in real time without using any credits. 4. Unlimited daily download. 5. I can upload documents in any language and get answers in my own. I can make full use of knowledge from all over the world, not just in my language. 6. The file viewer and links work well. Just click on the link and you will open the document in exactly the right place! 7. Chat with documents is quite accurate and fast. 8. The idea of labels is quite convenient and it is possible to add multiple labels to a file. 9. After downloading the document, it will warn you which pages were not recognized or have little content. 10. Understands the context of the correspondence, and does not answer the last question. 11. Responsive support. 12. API Access 13. OCR. 14. Automation of the workflow. 15. The ability to use your OpenAI API key 16. There is a promising roadmap. Separately, I would like to tell you about the workflow automation function, with the help of, when working with a group of documents, which can be processed separately only the necessary sections of documents. This makes it possible to access several documents at once. This is a super opportunity to gain deeper knowledge from documents uploaded to the service. It should be noted that in the end, a lot depends on how correctly you ask the question. This is both a plus and a minus. An experienced user will always be able to bring the algorithm to the conclusions of interest. For novice researchers, it will be a little more difficult to set the right direction to find the right information. My dreams: 1. Although I have no problems with the document loading time, it would be cool to speed up the document processing time. 2. I would like more free language models. At the moment, the service uses OpenAL GPT 3.5 Turbo and Anthropic Claude 3 Haiku. In principle, this is enough, but it would be good if more advanced language models were included, which will allow you to study your documents even more deeply. 3. I would like to be able to add ready-made template queries to documents. 4. I would like to be able to mark the best answers, which I can quickly refer to later. 5. I would like to be able to create folders in the Documents and Options section cataloging my knowledge. 6. I would like to be able to change the title of the document. 7. I would like to have an internal search system for documents or labels, which will become very numerous over time. 8. It would be very useful to be able to add people to work together with configured access rights. 9. The opportunity to create your own knowledge base and post it on your website via html code would be very useful. 10. I would like to be able to highlight the desired fragment or keywords in the document when you click on the link in the response to the document request. What I wanted to draw attention to: It seemed to me that OCR does not work quite correctly, after downloading the document, it writes "you have not enough credits to use OCR", although there are credits. Maybe I was doing something wrong. I'll figure it out. In general, I would like to rate the usage experience at 5 stars. I recommend everyone to try it!
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