AI-Powered OCR

OCR Data Extraction: Convert Documents to Excel with AI

Extract structured data from PDFs, scanned documents, and images into Excel or Google Sheets. AI-powered OCR reads any document layout without templates or manual data entry.

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How it works

OCR data extraction in 3 steps

Extract structured data from scanned documents using AI-powered OCR.

1

Upload scanned or image-based documents

Upload scanned PDFs, photographs, or faxed documents. The OCR engine handles low-resolution scans, skewed pages, and mixed-language text.

2

OCR reads text, then AI extracts structured fields

Optical character recognition converts images to text, then the AI layer identifies tables, form fields, dates, amounts, and names within the recognized content.

3

Export extracted data as Excel, CSV, or JSON

Download structured output with every field mapped to the correct column. Integrate with databases, ERPs, or accounting software via direct export or API.

Upload a document and see results in seconds

Upload any PDF, scanned document, or image — invoice, receipt, bank statement, or form — and get structured spreadsheet data back immediately.

Features

Everything you need for OCR data extraction

No templates. No training data. No per-document-type setup.

Any document, any format

PDFs, scanned images, photos, faxes, screenshots — upload documents from any source. Supports PDF, JPG, PNG, HEIC, TIFF, BMP, and WebP. AI handles skewed scans, faded text, and low-resolution images without pre-processing.

Table and field detection

AI detects table structures, column headers, row data, and key-value fields automatically. Extracts line items from invoices, entries from bank statements, and rows from any tabular document into properly formatted spreadsheet data.

Layout-agnostic AI

Reads documents the way a person would, identifying fields by position and context. No templates break when document layouts change. AI columns let you define custom extraction rules in plain English for any data point.

Scanned document processing

Handles scanned documents, photocopies, and faxes that traditional OCR struggles with. AI compensates for scan artifacts, skewed pages, bleed-through, and inconsistent print quality to deliver accurate structured data.

Direct Excel & Sheets output

Export extracted data directly to Excel or Google Sheets. Download as CSV or JSON for import into databases, ERPs, or accounting systems. REST API returns structured JSON with confidence scores for each field.

Batch extraction

Upload hundreds of documents at once. AI processes them in parallel and outputs all extracted data to a single spreadsheet. Connect email, Google Drive, or cloud storage for automatic processing as documents arrive.

What teams are saying

“We process hundreds of scanned invoices per week. What used to take our AP team two full days of manual data entry now runs automatically in under an hour.”
JL
Jennifer L.
Accounts Payable Manager
“Our compliance team scans hundreds of documents monthly. The AI extracts the exact fields we need into our spreadsheet — no templates, no setup per document type.”
MT
Marcus T.
Compliance Director
“We replaced three different OCR tools with one platform. It handles PDFs, scanned receipts, and photographed forms equally well. Data lands in Google Sheets automatically.”
AP
Anita P.
Operations Lead
Results

From stacks of documents to clean spreadsheet data

“We cut manual data entry by 90%. Documents that used to sit in a backlog for days now process automatically — invoices, receipts, purchase orders, all of it.”

Operations teams using AI-powered OCR data extraction have reduced manual document processing time by 85–95% across invoices, receipts, bank statements, and scanned forms.

How OCR data extraction works

Last updated: June 2026

Every organization accumulates documents with data locked inside unstructured formats — scanned invoices filed in cabinets, PDF bank statements arriving via email, receipt photos from field teams, faxed purchase orders from suppliers. Moving this data into spreadsheets has traditionally required manual retyping, a process that is slow, error-prone, and impossible to scale as document volume increases.

Traditional OCR was built to convert images of text into machine-readable characters. It performs well on clean, high-resolution scans with consistent fonts and layouts. But it falls short on real-world documents because it reads characters in isolation with no understanding of what they signify in context. A traditional OCR engine cannot determine that the number beside “Total Due” on an invoice is a payment amount, or that the rows in a table correspond to individual line items. The output is a flat text dump requiring extensive manual post-processing and custom rules for every document type.

AI-powered OCR data extraction works on a fundamentally different principle. Rather than recognizing characters one at a time, the AI reads the complete visual structure of a document — tables, labels, fields, line items, headers, and totals — the way a person would. It perceives spatial relationships, recognizes which values belong together, and assigns each data point to the correct spreadsheet column automatically. This layout-agnostic method means one extraction engine works on invoices, receipts, bank statements, purchase orders, and any other document without templates or per-document-type setup.

The operational impact is significant. Teams that spend hours daily on manual data entry see AI extraction finish the same work in seconds. Because the AI adapts to any document layout, there is no onboarding cost when a new vendor, supplier, or document format appears. Extracted data flows directly into Excel, Google Sheets, CSV, or JSON, ready for accounting systems, ERPs, databases, or downstream analysis. Security is managed end to end — Lido is SOC 2 Type 2 certified with AES-256 encryption and 24-hour automatic data deletion.

Lido is a layout-agnostic AI extraction platform that handles OCR data extraction from start to finish. Upload PDFs, scanned documents, photos, or any file containing document data and receive clean spreadsheet output back. Teams using Lido report cutting manual data entry by 85–95%, whether they process invoices, receipts, bank statements, or any other document type at scale.

For a comprehensive guide to the technology behind document-to-spreadsheet conversion, read what OCR data extraction is and how it works.

Security

Your documents stay private and secure

SOC 2 Type 2 certified

Audited security controls verified over a sustained period.

HIPAA compliant

BAA available for healthcare and financial document processing.

AES-256 encryption

Bank-grade encryption at rest. TLS 1.2+ in transit.

No training on your data

Documents never used to train or improve AI models.

24-hour data retention

Documents automatically deleted within 24 hours of processing.

Frequently asked questions

What is OCR data extraction?

OCR data extraction is the process of using optical character recognition and AI to pull structured data from documents — PDFs, scanned images, photos, and faxes — and convert it into spreadsheet-ready formats like Excel, CSV, or Google Sheets. Traditional OCR reads characters but loses document structure. AI-powered tools like Lido go further by understanding the visual layout of a document and mapping each value to the correct spreadsheet column without templates.

How accurate is AI-powered OCR data extraction?

Modern AI-powered OCR data extraction achieves 95–99% accuracy on clear printed documents and 90–97% on handwritten text or low-quality scans. Lido's AI understands document layout — tables, labels, fields, line items — and extracts data into the correct spreadsheet columns. This contextual understanding means higher effective accuracy than simple OCR for real-world documents.

What is the difference between OCR and AI data extraction?

Traditional OCR converts images of text into machine-readable characters but does not understand document structure. AI data extraction builds on OCR by interpreting the visual layout of a document — identifying tables, fields, labels, line items, and relationships between data points. Traditional OCR outputs flat text. AI extraction outputs structured data with each field mapped to the correct spreadsheet column, working on any document layout without templates.

Can OCR data extraction handle scanned documents and photos?

Yes. AI-powered OCR data extraction processes scanned documents, photos from phone cameras, faxes, screenshots, and native digital PDFs. The AI handles skewed angles, shadows, low resolution, compression artifacts, and variable lighting that break traditional OCR. Lido accepts JPG, PNG, HEIC, TIFF, BMP, WebP, and PDF files without pre-processing.

Can OCR extract handwritten text from documents?

Yes, modern AI-powered OCR reads handwritten text with 90–97% accuracy depending on handwriting clarity. Simple OCR tools designed for printed text struggle with handwriting because letterforms vary between writers. AI-powered tools like Lido use contextual understanding to interpret handwritten characters based on surrounding content and document structure. This works for handwritten notes, filled-in forms, and annotated documents.

Is OCR data extraction secure for sensitive documents?

Lido is SOC 2 Type 2 certified and HIPAA compliant, with AES-256 encryption at rest and TLS 1.2+ in transit. Documents are automatically deleted within 24 hours. A signed Business Associate Agreement is available for healthcare and financial documents. Your documents are never used to train AI models.

How much does OCR data extraction cost?

Lido offers 50 free pages with no credit card required. The Standard plan is $29/month for 100 pages. The Scale plan is $7,000/year for up to 42,000 pages and 10 users. Enterprise plans start at $30,000/year with custom ERP integrations, a dedicated account manager, and BAA signing for HIPAA compliance. Volume pricing is available for high-volume workflows.

Simple, transparent pricing

Start free with 50 pages. Upgrade when you're ready.

Standard
$29 /month
100 pages per month · 1 user
  • Extract data from any document
  • Export to Excel & CSV
  • Email auto-forwarding
  • AI columns for custom fields
  • SOC 2 Type 2 & HIPAA compliant
Enterprise
Custom
From $30,000/year
  • Everything in Scale
  • Custom ERP integrations
  • Dedicated US-based account manager
  • Live onboarding & support
  • BAA signing for HIPAA
Talk to sales

Extract structured data from documents with OCR and AI

50 free pages. All features included. No credit card required.