--- title: "Lido Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Lido Software - reviews, pricing plans, popular comparisons to other Spreadsheet products and more." source_url: "https://www.capterra.com/p/10016294/Lido/" page_type: "product" language: "en" --- # Lido Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Lido ## What is Lido? Lido.app is an AI and OCR powered document processing platform that automates document 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 and OCR 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, workflow systems, and more. ## What is Lido used for? [Spreadsheet](https://www.capterra.com/spreadsheet-software/)[Data Visualization](https://www.capterra.com/data-visualization-software/)[Dashboard](https://www.capterra.com/dashboard-software/) Overall rating Based on 29 user reviews Reviews sentiment Positive 93% Neutral 0% Negative 7% Starting price $36 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Lido?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.lido.app&name=Lido) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Lido 4.7 (29) VS. [### Microsoft Excel](https://www.capterra.com/p/176574/Excel/) [4.8 (19,507)](https://www.capterra.com/p/176574/Excel/reviews/) Starting Price $36 Flat Rate, Per Month Starting Price $6 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (29) Ease Of Use 4.3 (19,420) Value For Money 4.6 (28) Value For Money 4.6 (13,067) Customer Service 4.6 (28) Customer Service 4.3 (11,345) ## Lido alternatives [Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/) [4.7 (13,216)](https://www.capterra.com/p/169718/Google-Sheets/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/169718/Google-Sheets/) [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,678)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) [4.6 (14,145)](https://www.capterra.com/p/227157/Microsoft-365/reviews/) Starting price $6.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227157/Microsoft-365/) [Smartsheet](https://www.capterra.com/p/79104/Smartsheet/) [4.5 (3,540)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79104/Smartsheet/) [View all alternatives](https://www.capterra.com/p/10016294/Lido/alternatives/) ## FAQs about Lido Overview ### Which roles and teams benefit most from Lido? Lido is most used by business owners, operations teams, and technical leaders who need to automate spreadsheet-driven workflows and reduce manual data work. Marketing and sales teams use it to track campaigns and reporting, while finance, compliance, and administrative staff rely on it for organized data management and recurring process efficiency. Answer based on 28 reviews Overview ### What company size and industries is Lido built for? Lido is built for small businesses with high-volume document workflows and manual data entry, reflected by 79% of reviewers, with 11% each from midsize businesses and enterprises. It serves accounting most often at 11%, followed by education management and construction at 7% each, commonly for spreadsheet work. Answer based on 28 reviews Features and Usability ### What are the key features of Lido? Lido offers project management and workflow management features, plus collaboration tools such as @mentions and access controls/permissions. It also includes data import/export, data extraction, data mapping, formulas and functions, reporting/analytics, dashboards, visual analytics, API access, third-party integrations, and single sign on. Integrations ### Which third-party tools and platforms does Lido integrate with? Lido integrates with Google Sheets, HubSpot CRM, and SalesforceIQ. It connects with Google Sheets for spreadsheet-based automation and data workflows, supports HubSpot CRM for texting-related use cases, and includes SalesforceIQ in its catalog integrations for CRM connectivity. Answer based on 9 reviews Getting Started and Support ### What training and onboarding options does Lido offer? Lido provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online options support guided setup, while documentation and videos offer self-paced reference materials for learning features and reviewing steps as needed. Answer based on 5 reviews Getting Started and Support ### What customer support options does Lido offer? Lido provides email/help desk, knowledge base, phone support, 24/7 live rep, and chat. Users describe support as quick and helpful, with real people answering questions and assisting with setup, billing, and automation issues. Some note that billing management can feel less intuitive, but service is generally responsive. Answer based on 9 reviews ## Features AI summary Based on 7,022 Spreadsheet reviews Capterra reviewers highlight these as the features buyers care about most when choosing spreadsheet software: - **Access Controls/Permissions** (**46%** of reviewers rated this feature as critical) - **Data Import/Export** (**44%**) - **Document Management** (**43%**) Lido supports **Access Controls/Permissions** and **Data Import/Export**, so teams can control who can view or edit data and move information in and out of the system more efficiently. However, it does not include **Document Management**. Instead, it offers other important features that reviewers also value, including **Search/Filter** (**41%**) and **Data Visualization** (**41%**), helping businesses find the right data faster and turn spreadsheet information into clearer insights for reporting and decision-making. Access Controls/Permissions 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Data Import/Export 4.0 (9) 100.00% of 9 reviewers that rated this feature as important or highly important Import and export data to and from software applications Search/Filter 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Data Visualization 4.0 (10) 90.00% of 10 reviewers that rated this feature as important or highly important Graphical representation of data Workflow Management 4.3 (14) 92.86% of 14 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Functions/Calculations 4.8 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Perform various mathematical calculations using the data Lido 25 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - API: Application programming interface that allows for integration with other systems/databases - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Connectors: Connect to big data sources - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Mapping: Track the management and flow of data throughout the organization - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Functions/Calculations: Perform various mathematical calculations using the data - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Multi-Language: Manage and support multiple languages - Multiple Projects: Ability to handle several projects simultaneously - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Updates: Receive system updates as soon as any changes are made - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Single Sign On: Allow users to access multiple services after entering their login credentials once - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (29) 4.5 Based on 29 reviews ## Pricing Value for money 4.6 (28) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10016294/Lido/pricing/) Starter $36.00 Flat Rate,Per Month Professional $120.00 Flat Rate,Per Month Business $2,148 Flat Rate,Per Year Scale $4,950 Flat Rate,Per Year Scale+ $6,950 Flat Rate,Per Year Enterprise Plan $10,500 Flat Rate,Per Year Value for money 4.6 (28) 4.6 Based on 28 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (28) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (28) 4.6 Based on 28 reviews ## User reviews Overall rating 4.7 Based on 29 reviews Filter by rating 5(26) 4(1) 3(0) 2(0) 1(2) Mentioned topic Sorted by most recent KG Kellen G. Administrative Assistant Transportation/Trucking/Railroad ### "Misleading, Unreliable, and a Complete Waste of Time" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 10, 2026 The worst platform I have ever used for this type of work. Even free tools like ChatGPT have been significantly more useful and reliable for me than Lido. I spent a considerable amount of time uploading and configuring an important financial document, only for the platform to freeze repeatedly and eventually make all of my extracted work disappear while still consuming my page credits. The Undo function did not recover it. I was left with an empty spreadsheet after investing my time and providing sensitive business financial documents. This was an extremely frustrating experience and a complete waste of time. I would never pay hundreds of dollars for this service, and based on what happened to me, I cannot recommend Lido for serious business or financial work. Pros Nothing. The platform constantly freezes. It allows you to start working on a mobile device, which is important for people who do not have time to sit at a computer, and then later tells you to use a computer instead. After I spent a significant amount of time working on my document, the platform simply deleted all of my extracted data. Even worse, the credits/pages were still consumed after my work disappeared. This was a complete waste of my time and potentially my money. After this experience, I seriously question how representative the positive reviews are. Maybe it works for very small, simple documents, but for serious business or financial document processing, I absolutely do not recommend Lido. Cons The lack of transparency. My experience with this platform felt deceptive. I uploaded important and sensitive financial information from my business, Lido consumed my credits, and then all of the extracted data disappeared. That immediately raised a serious concern for me: if my extracted business data disappeared from my spreadsheet, where are the documents and extracted information now? I was left with no data, fewer credits, wasted time, and no clear explanation of what happened to my information. A company handling business and financial documents should be far more transparent about data retention, deletion, recovery, and credit usage. Based on my experience, I do not trust this platform and I strongly recommend that others think twice before uploading important business or financial documents to it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BB Brian B. Owner Accounting ### "Avoid this company" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 26, 2026 Pros Horrible product did not work and was overcharged. I like most that I was able to cancel but even that was difficult Cons It did not work better results from the free version of chatgpt the software does nothing in my opinion Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KM Kelly M. Library Media Specialist Education Management ### "Lido is a Timesaver!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2026 I have really enjoyed using LIDO for my circulation needs in my library. It has helped me to effectively analyze my collection development to determine if it meets the needs of my readers and district. Pros My experience using LIDO has been amazing. It's ease of use was my first positive interaction. I found that it provided step by step support and each page on the dashboard had clear features that were familiar if you have ever interacted with Excel or Google Sheets. Using LIDO for data analysis and data management made my role as a Library Media Specialist more effective as I could easily run data for a quick peek at statistics. The performance and speed were impressive. I had expected the scan and download process to take longer than it did. LIDO is a great value for the money! Cons There's not a whole lot to not like about Lido. I only wish that there was a way it would allow me to download documents and interact with them infinitely without seeing them as additional documents each time. The window of creation for one document is brief. I did experience a moment where I created a document in a way the really drove home what I was trying to display with the data but to go back and change my previous documents to match my new layout meant LIDO saw previous downloads and new downloads therefore it counted against my count based on my plan. This was not a make it or break it for me however. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DB Denise B. president Retail ### "Easy, Effective Data Extractor using AI" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 2, 2026 Setup was fairly simple. Biggest pain point is locating the share link when using Google Drive and sometimes this link un-associates with Lido and has to be re-added for some reason. Using AI, it accurately parses data from a variety of layouts with only the very rare error. Sometimes pulls data from the wrong location or recognizes a numeral as something other than what it is. But, overall, it is amazing and accurate. Saves hours of time per week. Wish API access was available without paying an unbelievable amount of money to go up to the next subscription level. Pros Accurate extracting of data using AI no matter the layout of the page it is pulling data from. Easy setup, effective, and time saving. Integrates with common storage apps like Onedrive and Google Drive and can run independently when new data is present. Cons Have to pay an unbelievable amount in order to have API access. For a smaller company, this high fee isn't realistic. Wish there were a way to integrate with Quickbooks Online. We have to pay for a separate app to take the data Lido gathers and push it to Quickbooks. Switched from [SaasAnt Transactions](https://www.capterra.com/p/184336/SaasAnt-Transactions/) Actually, have to use both apps. SaasAnt's AI extraction tool is sad, so I use Lido to extract data, then use SaasAnt to push to Quickbooks. Alternatives considered [SaasAnt Transactions](https://www.capterra.com/p/184336/SaasAnt-Transactions/) Reasons for choosing Lido Price, ease of use, features, accuracy, customer ratings. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LS Laura S. Office Facilities Services ### "Data Extracting while you sleep" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 24, 2026 It has been great. The ease of use is amazing. Customer service is better than any company I have ever worked with . Pros It is seamless and fast but most of all the customer service is the best. I went from manually entering 100's of pdf's to them being automaticall done. Cons I really don't have any cons. There are probably more things I could do with it that I haven't found yet Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DB David B. Owner Accounting ### "A great time and money saver." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 March 17, 2026 I have been pleased with my experience. I just recently have to catalogue a song book index and it did an amazing job with over 1000 listings and so far I have only found one error. Pros It is a great time saver which in turn is a financial saver. I use it to download bank statements into excel or google sheets. Cons Sometimes it doesn't format the columns and rows the same between two statements from the same company. So, I have to move rows around. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. EE Erin E. Strategic Finance Lead Legal Services ### "aved My Team Weeks of Manual Work on a Massive Legal Document Project" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 17, 2026 Lido delivered exactly what it promised and genuinely replaced a painful manual workflow for our team. The accuracy on legal document extraction was strong, and the learning curve was minimal. The batch size limitation added friction on a project of our scale, but it didn't take away from the core value of the product. For anyone dealing with high-volume document processing, this is absolutely worth the investment — just be prepared to stage your uploads if you're working with thousands of files. Pros Before Lido, we were manually reviewing and extracting key information from legal documents one by one in Excel — an incredibly tedious process that was eating up hours of billable time. Lido completely changed that. We processed over 10,000 legal documents and it consistently pulled the right fields with impressive accuracy. The time savings were enormous — what would have taken weeks of manual data entry was done in a fraction of the time. The extraction logic is smart enough to handle the varied formatting you get across real-world legal docs, which was a huge relief. Cons The batch upload limit was a real bottleneck. You can only process a few dozen PDFs at a time, so with 10,000+ documents, I had to babysit the uploads in rounds for days. For a tool this powerful, a higher batch limit — or even an automated queue system — would make it significantly more practical for large-scale projects. Alternatives considered [Gumloop](https://www.capterra.com/p/10033958/Gumloop/) Reasons for choosing Lido Because it was more intuitive than the alternative Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Freddie P. CEO and co-founder Information Technology and Services ### "Easily import a monthly calendar to Quiltt using Lido" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 13, 2026 It's been great. Set up was easy and didn't take the team very long to get it going. Total integration time was less than a day. Pros Way faster for uploading a monthly calendar to Quiltt. Now our customers can send us a PDF of their existing calendar and we can get it uploaded in minutes. Cons Nothing. It works great. I can't believe we were entering these manually into Quiltt before we added Lido. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KM Krasimir M. IT Manager Construction ### "Easy and Effective Invoice Processing Automation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 9, 2026 My overall experience with Lido has been very positive. We use it to automate invoice processing by forwarding invoices through email, extracting the data into CSV, and feeding that into a spreadsheet formatted for upload into our accounting software. It has helped reduce manual work, improve consistency, and make the process much more efficient. Setup was straightforward, and it has been easy to work with. Pros What I liked most about Lido is how easy it was to set up and use. It helped us automate a process that used to require much more manual data entry, copy/paste work, and spreadsheet formatting. It made our invoice workflow faster, more consistent, and less error-prone. Cons I haven’t had major issues with it, but I would like to see support for two-factor authentication for added security. That would make the platform even better for business use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LP Leonardo P. Owner Aviation & Aerospace ### "I love Lido!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 23, 2025 After seeing how straightforward it is compared to Google and other foreign OCR programs, I am all for Lido. Pros I was stunned when I saw the demo of my handwritten inventory sheet that I needed to type in the computer. It recognized most of the handwriting and save me days to get it in Excel. The interface was much simpler than 3 other highly recommended products. This is fantastic. Cons I haven't used it for a long period yet. I would have liked to see what the extracted data looks like ahead of time. Switched from [Cloud Vision API](https://www.capterra.com/p/253633/Google-Cloud-Vision-API/) Google was WAY too complicated. I wanted something that was ready to use. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/10016294/Lido/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Microsoft Excel vs Lido](https://www.capterra.com/compare/176574-10016294/Excel-vs-Lido)