AI-Powered Receipt to Excel

Extract structured data from any document—PDFs, scans, photos—without templates or manual setup. Built on Lido’s AI extraction engine.

AI-first architecture Sub-second processing SOC 2 certified

See receipt to excel in action

Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.

How it works

Convert receipts to Excel in three steps

Snap receipts with your phone or upload scans

Photograph paper receipts or upload digital receipt PDFs. Batch processing handles hundreds of receipts in one go.

AI captures vendor, total, tax, date, and line items

Every receipt field is extracted automatically—store name, item descriptions, quantities, prices, tax, and payment method.

Download an organized Excel spreadsheet of all receipts

Get a single Excel file with one row per receipt and columns for every field. Also export to Google Sheets or CSV.

Enterprise security

Enterprise-grade protection

SOC 2 Type 2

Audited controls over a sustained period, not a point-in-time check.

AES-256 encryption

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

24-hour deletion

Documents deleted within 24 hours. No copies retained.

What teams are saying

“We process documents from over 200 sources with completely different layouts. This handled them all on the first upload without any configuration.”
RP
Rachel P.
Operations Manager
“Manual data entry was eating 15 hours a week. We cut that to under an hour by letting the AI extract everything into a spreadsheet automatically.”
JW
James W.
Operations Director
“The confidence scoring is what sold us. We set a 95% threshold and only review flagged fields instead of spot-checking everything.”
SM
Sarah M.
Controller

What is receipt to excel and why it matters

Last updated: June 2026

Receipt to Excel conversion automates the process of reading documents in various formats—PDF, scanned image, or photograph—and extracting specific data fields into structured output like CSV, JSON, or spreadsheet rows. Reliable receipt to excel is essential for any organization that processes documents at scale.

Earlier generations of extraction tools depended on templates or training data tailored to each document layout. This worked adequately for uniform documents from a single source but broke down when documents arrived from multiple sources with different formats. The overhead of maintaining a template library grew proportionally with the number of document sources.

The state of the art is AI extraction that works independently of document layout. Rather than requiring coordinate-based templates or training datasets, the AI processes each document contextually—knowing that a number labeled “Total” is a total irrespective of its location on the page. Lido applies this method to handle any document on the first upload without templates or training.

When evaluating receipt to excel platforms, the important factors are extraction accuracy across different layouts, flexibility of output formats, integration capabilities with downstream systems, and security certifications. Lido delivers all of these with SOC 2 Type 2 compliance, HIPAA eligibility, and a REST API for automated workflows.

Frequently asked questions

What is receipt to excel and how does it work?

Receipt To Excel is the process of reading documents such as PDFs, scanned images, and photos, then extracting specific fields and converting them into structured data like spreadsheet rows, CSV, or JSON. Modern receipt to excel tools use AI vision models that understand document layout and context, so they do not require templates or manual zone configuration.

What types of documents can receipt to excel handle?

AI-powered receipt to excel handles invoices, receipts, purchase orders, bank statements, financial reports, tax forms, medical records, contracts, and virtually any other document type. The same extraction engine works across all formats without separate configurations.

How accurate is AI-based receipt to excel?

AI-based receipt to excel typically achieves 95 to 99 percent accuracy on well-structured documents. Confidence scoring flags uncertain fields for human review rather than guessing silently. Lido provides confidence scores on every extracted field so teams can set review thresholds appropriate for their requirements.

What output formats are supported?

Supported output formats include Excel spreadsheets, Google Sheets, CSV files for import into accounting or ERP systems, JSON for API integrations, and XML for legacy systems. Lido also provides a REST API that returns structured JSON with field-level confidence scores.

How much does receipt to excel software cost?

Lido offers 50 free pages to test the platform. The Standard plan starts at $29 per month for 100 pages. Scale plans for teams start at $7,000 per year for up to 42,000 pages. Enterprise pricing is available for organizations with custom integration or compliance requirements.

Simple, transparent pricing

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

Standard
$29 /month
100 pages per month · 1 user
  • Any file type supported
  • Excel, CSV, JSON export
  • Email auto-forwarding
  • AI columns for custom fields
  • SOC 2 Type 2 compliant

Built on Lido’s OCR engine

Enterprise
Custom
From $30,000/year
  • Everything in Scale
  • Custom ERP integrations
  • Dedicated account manager
  • Live onboarding
  • BAA for HIPAA
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Built on Lido’s OCR engine

Start using receipt to excel in minutes

50 free pages. No credit card required.

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