Upload invoices and receipts as PDFs. The AI extracts vendor, amount, date, and line items into a CSV you can import straight into Xero. No templates needed.
Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.
The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.
Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.
“I manage Xero for 12 small business clients. Processing their monthly invoices used to take me three days of data entry. Now I extract everything into CSVs and import into each Xero org in an afternoon.”
“Our accounts team was copying invoice details from PDFs into Xero one field at a time. This tool extracts the contact name, amounts, dates, and line items in seconds. We just review and import.”
“Receipt processing for expense claims was our biggest Xero headache. Staff would submit blurry phone photos and someone had to type every field. The AI reads them correctly even from bad photos.”
Audited controls over a sustained period, not a point-in-time check.
Bank-grade encryption at rest and TLS 1.2+ in transit.
Documents deleted within 24 hours. No copies retained.
Converting PDF invoices into Xero-compatible data is one of the most time-consuming tasks for bookkeepers and small business owners using Xero. While Xero supports CSV import for bills, purchase orders, and expense claims, the challenge is getting invoice data out of PDF documents and into the correct CSV column format. Without an extraction tool, this means opening each PDF, reading every field, and typing the values into a spreadsheet row by row.
Xero’s built-in email forwarding and document capture features handle simple, clean invoices reasonably well, but they struggle with scanned documents, photographed receipts, invoices from vendors with unusual layouts, and multi-page bills. Bookkeepers who manage multiple Xero clients encounter an especially wide variety of invoice formats, making Xero’s native tools insufficient for their volume and diversity of documents.
AI-powered PDF extraction bridges this gap by reading any invoice layout contextually—understanding that “Amount Due” and “Total Payable” mean the same thing regardless of where they appear on the page. The extracted data maps to Xero’s import columns (contact name, invoice number, date, due date, description, quantity, unit amount, account code, tax type) so you can import directly without reformatting. Lido handles this extraction and exports to CSV, Excel, or Google Sheets in a Xero-ready format.
For bookkeeping firms managing a portfolio of Xero clients, the efficiency gain compounds. Instead of switching between clients and retyping invoices one at a time, you can batch-process all invoices through a single extraction workflow, then split the output by client for import. This turns days of data entry into hours of review, freeing up time for advisory work that generates higher revenue per hour than manual bookkeeping.
Upload your PDF invoices to an AI extraction tool that reads vendor names, amounts, dates, and line items automatically. Export the extracted data as a CSV formatted for Xero’s import template, then import it into Xero in one step. Lido handles any invoice layout without templates.
Yes. The AI handles receipts, expense reports, and credit card statements. For Xero expense claims, extracted fields include date, vendor, amount, tax, and category, which map to Xero’s expense claim import format.
Yes. Bookkeepers managing multiple Xero organizations can process invoices from all clients through a single extraction workflow. Each client’s documents can be tagged with a client identifier using AI columns and exported to separate files for import into each Xero organization.
Standard extracted fields include contact name, invoice number, invoice date, due date, description, quantity, unit amount, account code, and tax type. These map directly to Xero’s CSV import columns. Custom fields like tracking categories and project codes are supported via AI columns.
Lido offers 50 free pages to test PDF extraction for Xero. The Standard plan starts at $29 per month for 100 pages. Scale plans start at $7,000 per year for up to 42,000 pages, suitable for bookkeeping firms managing multiple clients.
Start free with 50 pages. Upgrade when you’re ready.
Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine