--- title: Lido Reviews meta_title: 'Lido Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 17 reviews by the users' company size, role or industry to find out how Lido works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 17 scale: '5' date_modified: '2026-07-13' parent_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity --- # Lido Reviews **Vendor:** Lido **Category:** [Spreadsheets Software](https://www.g2.com/categories/spreadsheets) **Average Rating:** 4.8/5.0 **Total Reviews:** 17 ## About Lido Lido.app is an AI powered document processing platform that automates data extraction, transformation, validation, and delivery from any type of document into spreadsheets and external systems. Enterprises use Lido to eliminate manual data entry, reduce errors, and accelerate the flow of operational data across logistics, finance, manufacturing, legal, healthcare, insurance, and other document heavy environments. Lido ingests PDFs, images, scanned documents, emails, forms, and multi page packets. The platform uses a trained AI extraction engine combined with programmatic validation logic to capture structured data with high accuracy and reliability. Users can configure extraction templates in minutes, create business rules without code, and push the resulting data directly into ERP, TMS, EDI, accounting, or workflow systems. ## Lido Pros & Cons **What users like:** - Users find Lido's **ease of use** exceptional, streamlining workflows and minimizing time spent on repetitive tasks. (5 reviews) - Users praise Lido for its **outstanding customer support** , making implementation and workflow development efficient and swift. (3 reviews) - Users praise Lido for its **time-saving capabilities** , significantly reducing effort and enabling focus on more important tasks. (3 reviews) - Users appreciate the **accurate and reliable data extraction** capabilities of Lido, saving time and enhancing workflow efficiency. (2 reviews) - Users value the **intuitive design** of Lido, enabling easy workflows and enhancing productivity across teams. (2 reviews) - Accuracy (1 reviews) - Automation (1 reviews) - Customization (1 reviews) - Data Analysis (1 reviews) - Data Manipulation (1 reviews) **What users dislike:** - Users find **Excel problems** with Lido, noting difficulties in manipulation and option navigation compared to Excel's familiar interface. (2 reviews) - Users experience difficulties with **Excel compatibility** , making data manipulation less efficient and frustrating at times. (1 reviews) - Users report **formatting issues** with PDFs and difficulties in Excel manipulation while using Lido. (1 reviews) - Users note a **steep learning curve** with Lido due to differences in menu navigation compared to Excel. (1 reviews) - Users face **technical issues** with Lido, particularly with inconsistent PDF formatting and Excel manipulation challenges. (1 reviews) ## Lido Reviews ### 1. Lido Makes Scanning and Reformatting Documents Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about Lido?** Lido is an amazing application that allows users to upload various documentation styles (both typed and handwritten). It deciphers the information and creates a formatted version that’s easier to read, streamlined for sharing with colleagues, and useful for filing for future needs. Lido has allowed me to make handwritten notes on documents such as invoices and statements without losing anything in translation, even when both media styles appear on the same document. The ability to include column headers manually, paired with the technology of this platform, means my documents are scanned and recreated to suit my needs. When uploading an invoice or statement, LIDO also lets me upload that same document repeatedly within a window of time and treats it as one document. This allows me to work through several uploads until the format is exactly the way I want it, and then I can continue with the rest of my uploads in a similar way. There’s no need to feel like I’m “wasting” uploads while I’m trying to get the document just right. I also love that our teachers, administrators, and office staff can all benefit from using this platform to create documents that best represent the data being kept by each department. As a school Library Media Specialist, I can run reports through my lending program and then use LIDO to reorganize my data in various ways that support the needs of my role. **What do you dislike about Lido?** There’s not a whole lot to dislike about this platform. It does recognize when you upload the same document multiple times within a short window and treats it as a single upload, but I wish that time window were longer. I often need to “sleep on” decisions, and when I’m working late, I may need to come back the next day to revisit something and see whether I still feel the same. If I do need to upload again after that, it counts against my upload total, which can be significant—especially when I’m working on a yearlong budget document for a submission that will be used to determine future funding for a department. **What problems is Lido solving and how is that benefiting you?** I use LIDO to manage my library data. To retain funding or request additional support, I need to create spreadsheets and tables that speak for themselves, and LIDO helps me do that. For example, if I want to see whether students are checking out books at, above, or below their reading level, I can upload multiple documents and merge them into a single spreadsheet. If I need to report on statistics such as students’ reading levels, primary language spoken, and my inventoried books to determine whether I have what I need to support my readers, LIDO can handle that as well. I can also combine a student interest inventory with my shelf title list and merge them in LIDO to see whether my shelves include the books students actually want to read. ### 2. Intuitive AI Data Parsing That Saves Us Hours **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Lido?** Lido has a fairly quick learning curve, a simple UI, and an amazing ability to parse input via AI. It’s very intuitive and saves us a lot of work and time in our business since we do not have to manually manipulate data. Integrates with other commonly used data storage such as Google Drive and can be automated to pull new data when it is added to the data storage, making the process more automated and streamlined. **What do you dislike about Lido?** Every once in a while, Lido won’t parse information correctly, no matter what cues it has been given. It would be helpful to have an AI feature that can assist with building written rules and troubleshooting, especially when you can provide examples of problematic inputs and outputs. This issue is quite rare, but it does still happen sometimes. I also don’t like that we can’t access the API unless we pay an exorbitant amount to upgrade. For a small company, that upgrade cost is very high and unrealistic. **What problems is Lido solving and how is that benefiting you?** Lido takes large amounts of data in a variety of formats and extracts the data we need, such as scanning incoming customer checks and outputting for use in Quickbooks, saving countless hours. ### 3. Effortless Invoice Automation with Lido **Rating:** 5.0/5.0 stars **Reviewed by:** Krasimir CA . | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Lido?** I like how easy it is to set up and work with Lido. It makes it straightforward to automate a process that used to be much more manual and time-consuming. I appreciate its ability to eliminate manual invoice data entry, reduce copy/paste and formatting work, and speed up the process of getting invoice data ready for import into our accounting system. It also improves consistency and reduces the chance of human error. The initial setup was pretty easy and straightforward, taking me less than an hour to set up based on our needs. **What do you dislike about Lido?** I would like to see the ability for Lido to split multi-invoice PDF files and automatically rename each file by invoice number. That would let us handle more of the workflow directly in Lido instead of relying on another product for that part of the automation. **What problems is Lido solving and how is that benefiting you?** I use Lido to automate invoice processing, eliminating manual data entry, reducing formatting work, speeding up import, improving consistency, and reducing human error. ### 4. Lido: Time-Saver with Intuitive Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Jay P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2026 **What do you like best about Lido?** I really appreciate how Lido has saved me a lot of time, turning nearly a week of work for each account into just a few hours a day. The user interface is easy to navigate, intuitive, and adaptive based on the customizations I enter. This really helps take out the guesswork and minimizes errors, making it really easy to use. Additionally, the process of entering the files, creating the output, refining the output, and replicating the steps is pretty straightforward. Signing up was also easy. **What do you dislike about Lido?** The page limitations should be higher, or there should be an option to select specific pages from a file to minimize the page count. Having to use another app to extract pages or processing all pages when only a couple are needed doesn't make sense. **What problems is Lido solving and how is that benefiting you?** Lido converts check stubs into spreadsheets, saving me a week of work per account. It replaces the manual entry of hundreds of check details. The user interface is intuitive and customizable, reducing errors and making it easy to use. ### 5. Time Savings and Ease of Use. **Rating:** 4.5/5.0 stars **Reviewed by:** Tara G. | Director of Product Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Lido?** Lido has allowed us to take multiple PDFs and export them into Excel spreadsheets. This task has saved us thousands of hours over the past 6 months. The system is user friendly and has allowed multiple people at our company to develop their own workflows. The customer service at Lido is outstanding. We had an simple implementation and the help I have received throughout the process has allowed us to move through our designed phases faster than we thought possible. **What do you dislike about Lido?** Lido can have challenges with PDFs that lack consistent formatting. Lido also struggles with Excel to Excel manipulation. **What problems is Lido solving and how is that benefiting you?** The pain point that Lido is solving for us is PDF manipulation to import data into our system. We receive thousands of PDF documents a year in various formats. Prior to Lido we processed each of these PDFs manually resulting in a significant amount of work hours. After Lido we have been able to cut many of these projects from months to complete to hours. ### 6. Saves Time and Boosts Productivity with Customizable Templates **Rating:** 5.0/5.0 stars **Reviewed by:** Jennipher D. | Audit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about Lido?** What I appreciate most about Lido is how much time it saves me at work when handling various types of documents. I only have to write the additional instructions once, which is incredibly convenient. I also value the ability to customize my own templates and specific instructions for each unique situation. **What do you dislike about Lido?** I have considerable experience with Excel, and I appreciate that Lido shares many features with it. However, I still find that it takes me a bit of time to locate certain options. The main drawback for me is that Lido doesn't have the same menus as Excel, though this isn't a significant problem. **What problems is Lido solving and how is that benefiting you?** Lido has made it possible for me to process large volumes of documents within just a few minutes. Additionally, it compares the extracted data with official reports, ensuring that the information in those reports aligns with what Lido has processed. This not only helps me prevent errors but also greatly reduces the time I need to spend on these tasks. ### 7. Saves Time with Accurate Uploads, Needs Better Layout Consistency **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2026 **What do you like best about Lido?** I appreciate that Lido saves me time. The accuracy and order of the uploads mean I don't have to recreate tables every time I start a new project. I also found Lido easy to try out and sign up for, which was a relief since trying to use ChatGPT for similar tasks was frustrating. **What do you dislike about Lido?** Sometimes Lido doesn't give the same tabs and order, so I have to move columns around. It would be nice if I knew how to download sheets directly to Excel or Google Sheets rather than copy and paste, but that may be a learning curve more than a Lido problem. **What problems is Lido solving and how is that benefiting you?** I use Lido to upload bank statements, saving time with accurate and orderly uploads. It prevents the need to recreate tables for new projects, though sometimes I have to adjust layouts. ### 8. Efficient Legal Data Extraction, Needs Accuracy Improvements **Rating:** 3.5/5.0 stars **Reviewed by:** Erin E. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Lido?** I use Lido to transcribe legal notice of award documents by the thousands, and it's mostly accurate at pulling out the requested fields, which would otherwise require me to read each notice and extract the information by hand. Lido expedites the process and is correct around 80% of the time. Additionally, I found Lido to be more intuitive compared to what I used before, making the transition smoother. The initial setup was easy, which was a relief. **What do you dislike about Lido?** Lido is not 100% accurate all of the time, and I have to batch upload files because it can't handle more than maybe a hundred pages at once. **What problems is Lido solving and how is that benefiting you?** I use Lido to transcribe legal documents, extracting specific data quickly. It expedites my process and is about 80% accurate, which saves me from manually reading and extracting information. ### 9. Streamlines PDF Data Entry with Handy Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Elaura R. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about Lido?** I find Lido relatively easy to set up with consistent functionality. I like the email update features, which save our employees time because they don't need to send manual updates to the team. I also appreciate the ability to integrate the output spreadsheets with existing Google Apps scripts and similar automation. **What do you dislike about Lido?** Sometimes the automation functions aren't super intuitive unless you watch a video tutorial. Maybe more tutorials and help information within the interface would help instead of having to leave the program to watch videos. **What problems is Lido solving and how is that benefiting you?** I use Lido for pulling information from PDFs into Excel, saving time on manual data entry, and tracking multiple document streams. ### 10. Seamless Data Entry with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Lido?** I like that Lido is seamless and fast. Most of all, I like the customer service. They're always ready to help when I need them. The initial setup was simple, and they helped me all the way. **What do you dislike about Lido?** The only thing I have asked that I can't do is to have an auto response applied to what they extract. Like a response to the email address that is in the data that is extracted. **What problems is Lido solving and how is that benefiting you?** Lido extracts data from my email inbox to a spreadsheet, saving me from manual data entry. It's seamless and fast, which is a huge benefit. ### 11. Efficient Reporting with Fast Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Dana W. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Lido?** I use Lido for creating automated reports that refresh on a schedule. I really like the real-time data update feature without the need for manual refreshing, which reduces the time I spend copying and pasting data from multiple sources. The initial setup of Lido was fast. **What do you dislike about Lido?** I think Lido could add more advanced spreadsheet formulas and functions. **What problems is Lido solving and how is that benefiting you?** I use Lido to automate report creation and refresh scheduling, reducing time spent copying data from multiple sources. I appreciate the real-time data updates without manual refreshing. ### 12. Automates Data Import Effortlessly **Rating:** 4.5/5.0 stars **Reviewed by:** Elsa B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2026 **What do you like best about Lido?** I like the ability to pull live data from API directly into the spreadsheet. It makes the data import process easier by eliminating manual data entry. The initial setup of Lido is fast, which was a plus for me. **What do you dislike about Lido?** I would like to see an expansion in the number of built-in integrations with third-party tools. **What problems is Lido solving and how is that benefiting you?** I use Lido to eliminate manual data entry by automatically importing live data from API directly into my spreadsheet. ### 13. Much Faster Monthly Calendar Uploads—Works Great Every Time **Rating:** 5.0/5.0 stars **Reviewed by:** Freddie P. | CEO & Co-Founder , Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2026 **What do you like best about Lido?** It is so much faster than the manual process we were using before to upload monthly calendars **What do you dislike about Lido?** Nothing. It works great for densely populated calendars and sparsely populated calnedars **What problems is Lido solving and how is that benefiting you?** No more manual entry ### 14. Lido PDF Data Extraction and Document Processing **Rating:** 5.0/5.0 stars **Reviewed by:** Marcus D. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2025 **What do you like best about Lido?** Lido (lido.app) is the only solution where extracted data consistently matched the source documents exactly. Whether we were extracting tables, totals, dates, or line items, the structured data output was correct every time. We now trust the extracted data without human validation. Simplistic design and ease of use, great customer support, and many features for high output. **What do you dislike about Lido?** There truly is nothing to dislike about Lido, the software integrates seamlessly into our workflow and truly performs as an AI solution. I look forward to using Lido more in the future. **What problems is Lido solving and how is that benefiting you?** We evaluated multiple PDF data extraction and document processing tools because accuracy was our top requirement. ### 15. Lido Frees Up Hours for High-Impact Work **Rating:** 5.0/5.0 stars **Reviewed by:** Carson K. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about Lido?** Lido saves me from hours of copy and paste, giving me more time to focus on higher leverage tasks! **What do you dislike about Lido?** Lido stole my favorite excuse: Sorry, stuck doing data entry. **What problems is Lido solving and how is that benefiting you?** Lido is solving the bottleneck we had in AP from manually entering invoices and POs. We’re now processing documents significantly faster with fewer errors, and the time savings have allowed us to avoid adding additional headcount. ### 16. Effortless and Intuitive UI Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2025 **What do you like best about Lido?** UI Easy to use. Excel like User Interface its so good to complete and relate ETL prompts, DAX formula, Scheduled action automations and integrations. Customer and techinal support has a fast response. **What do you dislike about Lido?** Enterprise admin task. It would be easier when you have multiple user in same workspace with workgroups, shared folders, specific admin task permissions. **What problems is Lido solving and how is that benefiting you?** Lido helped to transform whole Customer orders list and files. Which includes Excel, Word, PNG, and OCR PDF. ### 17. Excellent spreadsheet to email/slack automation system. **Rating:** 4.5/5.0 stars **Reviewed by:** Lishen L. | Marketing Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Lido?** Very much a plug and play kind of tool. Easily integrated into google sheets and authenticated via email. You can set the automation to a custom timer for as regular as checking every 5 minutes to longer increments. It's also relatively easy to build out your own error-catching features, and they have a status/response output built into their automation framework. Because I started using during the open beta, they've been very receptive to feedback and input - support is super responsive and they are building out features that current users are requesting. Now would be a great time to hop on the tool - likely very useful to SMBs or growth teams in larger orgs for experimentation/quick outbound automation. **What do you dislike about Lido?** I felt that the only thing missing was the ability to automate email sends from different users - the collaboration piece here woudl require a greater body of work/development and has some security issues, but the team is already at work on thinking through this feature - excited for when it comes out! **What problems is Lido solving and how is that benefiting you?** Automating email sends based on spreadsheet responses. - [View Lido pricing details and edition comparison](https://www.g2.com/products/lido-lido/reviews?qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-15+17%3A40%3A12+-0500&secure%5Bsession_id%5D=e1affd1e-eaaf-442e-af8e-75f3af7f2976&secure%5Btoken%5D=4b05a086c07e61dc0d4d548b3c47471418be2c3ded9a173a8d1e83d32b74fb9c&format=llm_user) ## Lido Integrations - [Follett Destiny Library Manager](https://www.g2.com/products/follett-software-follett-destiny-library-manager/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Quiltt](https://www.g2.com/products/quiltt/reviews) ## Lido Features **Calculating** - Functions - Auto Recalculation **Data Capture** - Multi-format Support - OCR Capabilities **Insights** - Charts and Graphs - Tables **Data Extraction** - Entity Recognition - Text Classification **Editing** - Templates - Collaborative Editing - Filtering **Data Validation** - Accuracy Checking **Functionality** - Addons - Multi Device Functionality - Importing and Exporting - Autosave **Workflow Automation** - Batch Processing - Process Integration **Document Management** - Search Functionality - Version Control **Machine Learning** - Custom Model Training **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption ## Top Lido Alternatives - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - 4.6/5.0 (45,626 reviews) - [UiPath Agentic Automation](https://www.g2.com/products/uipath-agentic-automation/reviews) - 4.6/5.0 (6,137 reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - 4.6/5.0 (5,526 reviews)