# Lido Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Lido the right Spreadsheet solution for you? Explore 27 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/10016294/Lido/reviews

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Lido

5 (27)

[View alternatives](https://www.capterra.com/p/10016294/Lido/alternatives/)

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Last updated March 13th, 2026

# Reviews of Lido

Ease of use

4.7

Customer Service

4.9

## Pros and Cons in Reviews

AO

Aaron O

Office ManagerPublic Safety, 2 - 10 employeesUsed the software for: 6-12 months.

“The tool is fast, reliable, and saves a significant amount of time compared to manual data entry. While there is a small learning curve and occasional challenges with complex files, the accuracy and efficiency far outweigh the drawbacks.“

September 4, 2025

AO

Aaron O

Office ManagerPublic Safety, 2 - 10 employeesUsed the software for: 6-12 months.

“It may require some initial setup or training to achieve the best accuracy, and complex or poorly formatted files can occasionally lead to errors. Since many solutions are cloud-based, consistent internet access is often necessary, and the licensing or subscription costs may be a bit high for smaller teams.“

September 4, 2025

EE

Erin E

Strategic Finance LeadLegal Services, 201 - 500 employeesUsed the software for: 6-12 months.

“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.“

March 17, 2026

DB

Denise B

presidentRetail, 2 - 10 employeesUsed the software for: Less than 6 months.

“Have to pay an unbelievable amount in order to have API access.“

April 2, 2026

WL

William L

Founder, CTORenewables & Environment, 2 - 10 employeesUsed the software for: I used a free trial.

“In addition to having a great product, Lido does provide great customer service with a real human-being.“

May 1, 2025

MY

Maki Y

CTOFinancial Services, 2 - 10 employeesUsed the software for: Less than 6 months.

“There's a bit of learning curve regarding the coding aspect of the Google Sheets and the tutorials sometimes jumps too quickly without showing the steps one by one.“

May 28, 2024

## Showing most helpful reviews

Showing 1-25 of 27 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Freddie P.  
CEO and co-founder  
Information Technology and Services  
Used the software for: 6-12 months

### "Easily import a monthly calendar to Quiltt using Lido"

March 13, 2026

5.0

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

DB

Denise B.  
president  
Retail  
Used the software for: Less than 6 months

### "Easy, Effective Data Extractor using AI"

April 2, 2026

5.0

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.

Alternatives considered

[SaasAnt Transactions](https://www.capterra.com/p/184336/SaasAnt-Transactions/)

Reason for choosing Lido

Price, ease of use, features, accuracy, customer ratings.

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.

Review Source

EE

Erin E.  
Strategic Finance Lead  
Legal Services  
Used the software for: 6-12 months

### "aved My Team Weeks of Manual Work on a Massive Legal Document Project"

March 17, 2026

4.0

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/)

Reason for choosing Lido

Because it was more intuitive than the alternative

Review Source

LP

Leonardo P.  
Owner  
Aviation & Aerospace  
Used the software for: I used a free trial

### "I love Lido!"

September 23, 2025

5.0

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

[Google 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

HM

Hugo M.  
ETL - AI Integration devs  
Automotive  
Used the software for: Less than 6 months

### "Service Quality tool vs low pricing"

June 13, 2025

5.0

It's amazing to know a tool where You can convert PDF to data base matrix, ETL convertions and APIs at dame tool. I'm thankfully to meet a tool where it can accomplish our enterprise challenges.

Pros

Service Quality tool vs low pricing. Continuos improvement. First contact resolution. Total resolver.

Cons

Up to 10000 rows per sheets. Sometimes, an entreprise needs, where, data bases matrix are wide extensibles. Hope, they can Fix sheets rows amounts vs server performance.

Alternatives considered

[UiPath](https://www.capterra.com/p/135186/UiPath-Robotic-Process-Automation/)

Reason for choosing Lido

Service Quality tool vs low pricing comparison.

Review Source

AS

Andrieka S.  
Operations Specialist  
Accounting  
Used the software for: Less than 6 months

### "Fastest problem resolution I have seen in a long time!"

April 7, 2025

5.0

AMAZING! I am testing OCRs for monthly payout use. If this continues to work well we will likely switch to a yearly plan with our company card.

Pros

Lido was able to give me the cleanest data of any OCRs i have tried recently. When I got hung up chat was able to live help and get it sorted quickly!

Cons

Some data errored out but I was able to correct with some special instructions. I think there is a learning curve as I am new to Lido and everything worked out.

Alternatives considered

[ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)

Reason for choosing Lido

lido preserves the raw data without cleanup. I was also highly impressed with the real time live chat assistance.

Switched from

[Adobe Acrobat Reader](https://www.capterra.com/p/170833/Acrobat-Reader-DC/)[ChatGPT](https://www.capterra.com/p/10009334/ChatGPT/)

i have tried chatgpt as well as other pdf to sheets converters i have found on google. I don't remember all the names as many of them have not been able to provide the output i need.

Review Source

KM

Krasimir M.  
IT Manager  
Construction  
Used the software for: 6-12 months

### "Easy and Effective Invoice Processing Automation"

March 9, 2026

5.0

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

KM

Kelly M.  
Library Media Specialist  
Education Management  
Used the software for: Less than 6 months

### "Lido is a Timesaver!"

April 15, 2026

5.0

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

LS

Laura S.  
Office  
Facilities Services  
Used the software for: 6-12 months

### "Data Extracting while you sleep"

March 24, 2026

5.0

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

DB

David B.  
Owner  
Accounting  
Used the software for: 6-12 months

### "A great time and money saver."

March 17, 2026

5.0

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

AO

Aaron O.  
Office Manager  
Public Safety  
Used the software for: 6-12 months

### "Time-Saving and Reliable Data Extraction Tool"

September 4, 2025

5.0

Overall, my experience with AI Data Extraction for documents, images, and emails has been excellent. The tool is fast, reliable, and saves a significant amount of time compared to manual data entry. While there is a small learning curve and occasional challenges with complex files, the accuracy and efficiency far outweigh the drawbacks. It has streamlined workflows, reduced errors, and made handling large volumes of information much easier.

Pros

The AI Data Extraction tool for documents, images, and emails has been a game-changer for our workflow. It’s incredibly accurate at pulling out key details, whether from PDFs, scanned images, or long email chains. What used to take hours of manual work now takes just minutes. The interface is user-friendly, and the results are consistent and reliable. Highly recommend this solution for anyone looking to save time and improve efficiency with data processing!

Cons

While AI data extraction is powerful, it does come with a few drawbacks. It may require some initial setup or training to achieve the best accuracy, and complex or poorly formatted files can occasionally lead to errors. Since many solutions are cloud-based, consistent internet access is often necessary, and the licensing or subscription costs may be a bit high for smaller teams.

Review Source

WL

William L.  
Founder, CTO  
Renewables & Environment  
Used the software for: I used a free trial

### "Easy Product"

May 1, 2025

5.0

In addition to having a great product, Lido does provide great customer service with a real human-being.

Pros

Lido makes extracting the data I need from CSVs super easy and customizable without having to go through a whole image recognition process, etc... You can specify which columns you want and their product is smart enough to match those columns to information that's in the PDF. It's saved me a lot of time on what would otherwise be a tedious manual process.

Cons

Nothing to complain about. So far their product is very intuitive, and easy to use.

Review Source

DL

Dawn L.  
Credit and Compliance Manager  
Electrical/Electronic Manufacturing  
Used the software for: Less than 6 months

### "Such a time saver"

April 21, 2025

5.0

Amazing how fast it works. Love the personalized help that the Lido teams gives us.

Pros

Solves our issues with a complicated pdf to Excel report.

Cons

So far so good. We have not use it long enough to say if there are any cons.

Switched from

[Adobe Premiere Pro](https://www.capterra.com/p/233456/Adobe-Premiere-Pro/)

Adobe Professional could not handle the complicated financial reports we have and give us usable data without merged fields and skewed data.

Review Source

OL

Oscar L.  
Director of International programs  
Education Management  
Used the software for: 1-2 years

### "Flawless Product Backed by Exceptional Support"

April 12, 2025

5.0

I'm very satisfied with Lido and the support team.

Pros

It's great. It helps people with no background in coding to automate and systematize workflows. Great product.

Cons

So far it's working perfectly for me, and whenever I've had any obstacle, \[sensitive content hidden\] from the support chat has helped me out.

Review Source

RP

Rick P.  
Co-owner  
Sports  
Used the software for: Less than 6 months

### "Lido saves me a lot of time."

July 14, 2025

5.0

I've tried other parsing tools where I had to write each parsing rule. Writing the prompt in Lido takes a lot less time.

Pros

It is super easy to use. I appreciate that it utilizes AI to identify all the fields I need in my output file.

Cons

I would like to see more examples of how to write effective prompts. I am pretty new to writing AI prompts.

Alternatives considered

[Docparser](https://www.capterra.com/p/154445/Docparser/)[Parseur](https://www.capterra.com/p/158536/Parseur/)

Reason for choosing Lido

Lido seemed to be easier to use. It looked like something I could figure out.

Review Source

RG

ROHAM G.  
Finance Coordinator  
Events Services  
Used the software for: Less than 6 months

### "Lido for invoicing "

March 9, 2025

5.0

Ease of use, almost instant results, and great customer care.

Pros

the accuracy of extracted data and how it is connected to chat GPT so that I can customize how I want the data to be outputted.

Cons

I think it can become a more complete software if it can get connected to more ERPs and have more automation capabilities.

Review Source

LK

Laura K.  
Owner  
Alternative Medicine  
Used the software for: Less than 6 months

### "Happy Customer"

April 14, 2025

5.0

Wonderful! Would highly recommend to anyone in need of spreadsheets but you only have paper documents.

Pros

The ease of the system. The support team is great. Very accessible. The instructional videos and the results on each and every spreadsheet.

Cons

The limited number of pages. Only wish I’d found it sooner.

Review Source

cW

corry W.  
Marketing manager  
Real Estate  
Used the software for: I used a free trial

### "Best and most accurate way to extract data from pdf"

April 14, 2025

5.0

Great! Best and most accurate way to extract data from pdf

Pros

ease of use. Best and most accurate way to extract data from pdf

Cons

The price. Little too high for basic features

Review Source

MY

Maki Y.  
CTO  
Financial Services  
Used the software for: Less than 6 months

### "Flexible and Powerful IOT Integration Tool"

May 28, 2024

5.0

Very very possible. I give the IT support team the best score I can offer for what they can customize and how open they are to ideas that would improve their product even further.

Pros

The flexibility of being able to connection various different webapps/ webservices/ web functions and being able to use existing familiar tools to complete the task without needing to learn a new complicated tool

Cons

There's a bit of learning curve regarding the coding aspect of the Google Sheets and the tutorials sometimes jumps too quickly without showing the steps one by one.

Reason for choosing Lido

Lido has direct customer care that helped resolve the issues. Customized features was very flexible and the Lido Tech team is very good at taking recommendations

Review Source

CN

Craig N.  
Global Sales Executive  
Telecommunications  
Used the software for: Less than 6 months

### "From concept to launch is less than 24 hours!"

January 3, 2024

5.0

Great product that is superseded only by the people who develop and support it. Whether it is a question on how to implement a feature, troubleshooting an issue, or discussing new or improved functionality, the Lido team is always there to help. My hats off specifically to \[sensitive content hidden\]-- he is THE BEST!

Pros

I had the need to customize multiple communications to key stakeholders after a Google Form was submitted. Lido allowed me to create separate custom templates so that the right information was shared with the right people in near real time. From concept to a working product took me just a few hours! It's a powerful tool, but their online tutorials made it easy to implement.

Cons

There is a bit of a learning curve to implement and arrange your data, but that said, their tutorials are very well laid out an easy to understand which made the "hard part" of getting the application to do what you want fairly easy to accomplish.

Review Source

CH

Colette H.  
Owner Teacher Director  
Music  
Used the software for: Less than 6 months

### "Goodbye to Copy and Paste"

June 25, 2024

5.0

Pros

Every time a new row was made, it automatically set up the same calculations as the previous row. Customer service was stellar in helping us get set up.

Cons

It takes a bit of time to navigate the coding element, but it's much more straightforward than other programs we looked into

Reason for choosing Lido

We chose Lido over just copinyg and pasting emails over and over to send to our clients. Much more efficient and less prone to error this way.

Review Source

RH

Rachel H.  
Executive Director  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Simplifies a daily task"

December 14, 2023

5.0

Lido has helped me drastically simplify a process I complete each day. Previously, I had a complicated google sheet that was pulling data from multiple online sources each day. Then I had a vendor that I needed to email DAILY to give a total from that spreadsheet. Lido allows me to connect to that google sheet, automate an email, and have the email send daily at the time I select. Its awesome and saves me at least 10 minutes daily. Which considering it took like an hour to set up, will pay off hugely over the course of the year.

Pros

I liked how simple it was to set up and how quickly all of my questions were answered by customer service.

Cons

It seems like a newer product, so there have been a few times I've run into issues that were easily fixable, just took some coding adjustment on the back end from them.

Review Source

Lishen L.  
Director, Demand Generation  
Hospital & Health Care  
Used the software for: Less than 6 months

### "Excellent for formula-based spreadsheet to email/slack automations."

December 7, 2023

5.0

Pros

Lido allows me to create automations based out of a Google Sheet, which means that I don't need to set up a CRM or an outbound automation or sequencing tool, dramatically reducing the overhead to sending greetings/automated messages to interested people who come via inbound.

Cons

A small nitpick: some of the nuances of how to expand formulas/automations didn't function as I expected. I've already given them this feedback though and they've taken it into account for future versions. The team is excellent at sourcing and addressing feedback/concerns.

Review Source

KB

Katie B.  
Wholesale Account Manager  
Cosmetics  
Used the software for: Less than 6 months

### "The Solution we didn't know we needed!"

December 13, 2023

5.0

Working with Lido have been a great experience and the team responds so quickly to any questions we have and are very accesible.

Pros

Lido has helped us be able to manage our accounts in a new and more effective way!

Cons

If you are not used to Excel formulas and functions, it may take you a second to understand what is needed but once you get it, it makes sense!

Review Source

SS

Sam S.  
Content Manager  
Writing and Editing  
Used the software for: I used a free trial

### "Remarkably good software"

January 16, 2024

5.0

Remarkably good for the free trial and value of money.

Pros

Excellent customer support, nifty features, free link app, plenty of options for running and testing, and very easy setup. Shoutout to \[sensitive content hidden\] for their assistance. I started the free trial and will probably switch over to a plan once I find the proper software for my business needs.

Cons

Only con, really, is that sometimes I ran into some bugs. Nothing major.

Review Source

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