Stop copying transactions by hand. Upload a bank statement PDF — any bank, any layout — and get dates, descriptions, amounts, and balances in a clean, shareable Google Sheet.
Here's the thing: banks have absolutely no incentive to make your life easier. They send PDFs because PDFs are static, hard to manipulate, and — honestly — designed to be read, not processed. Your bookkeeping lives in Google Sheets. So every month you're stuck in the middle.
I once had a client who managed accounts for 14 small businesses. Every month she'd download 14 PDFs, run each through a CSV converter (which mangled dates roughly half the time), open each file in Sheets, wrestle with delimiter settings, then spend another hour realigning columns because one bank decided to put debits and credits in a single "Amount" field with a minus sign. She was losing almost two full days a month to this. Two days.
That's the problem this solves.
Lido uses a vision model that reads bank statements the way a human would — by looking at the layout, not by hunting for fixed coordinates in the file. It finds the transaction table, figures out which column is which, handles those annoying multi-line merchant descriptions, and writes everything straight into a Google Sheet.
No CSV. No import wizard. No delimiter guessing.
The AI behind this doesn't care whether you're uploading a Chase statement, a credit union PDF from a bank you've never heard of, or something from a European institution with a completely different layout. It reads structure from the visual presentation of the page. In our testing last quarter, it handled 40+ distinct bank formats without any manual column mapping — which, if you've ever tried to build something like this yourself, you know is genuinely hard.
The output Sheet is immediately shareable. Dates are dates, not text strings that look like dates. Amounts are numbers. You can start writing formulas the moment it lands.
Step 1: Upload your bank statement PDFs — or, if you want to get fancy, set up email forwarding so they arrive automatically.
Step 2: Lido's extraction engine drops the transactions into a Google Sheet: date, description, debit, credit, balance. Standardized columns, every time.
Step 3: Pull in your accounting records on another tab. Use VLOOKUP or INDEX/MATCH to match transactions. It's maybe 20 minutes of formula work the first time; after that you're just copying the template.
Step 4: Conditional formatting flags anything that doesn't match. Share the Sheet with your client or your team. Done.
Honestly, the first time I saw this end-to-end it felt a little anticlimactic — like, that's it? From PDF to reconciled sheet in under ten minutes. For accountants with 10 or 20 clients, that's not a minor convenience. That's weeks back in your year.
One Sheet per client. One tab per month. It takes about five minutes to set up the first one.
After that, configure email forwarding so each client's bank statements route directly to their sheet. The vision model processes incoming PDFs and appends the transactions automatically. By the time you sit down for monthly reconciliation, the data's already there. You're doing analysis, not data entry.
A bookkeeper we worked with described it as "the thing that finally made me feel like I wasn't behind." She went from spending Mondays on data entry to spending Monday mornings on actual client work. That's the shift.
Upload a bank statement from any institution. See clean, structured data in Google Sheets immediately.
50 free pages. All features included. No credit card required.