Extract employee details, line items, amounts, categories, and approval data from corporate expense reports—any format, any template—without manual data entry.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
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.
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.
“Our finance team processed 600 expense reports per month manually. Automated OCR extraction reduced the processing time from 15 minutes per report to a two-minute review of flagged line items.”
“Expense policy violations were hard to catch during manual review. Now the extracted line-item data feeds directly into our policy engine, flagging non-compliant expenses before reimbursement.”
“International expense reports with mixed currencies were our biggest headache. The OCR correctly identifies currency for each line item, which eliminated the conversion errors we used to see.”
Corporate expense reports are a universal source of administrative friction. Employees compile receipts, fill out expense forms, and submit them for approval. Finance teams then manually review each report, verify line items against receipts, check policy compliance, and enter the data into the accounting system for reimbursement. This process is slow, labor-intensive, and prone to errors that create payment delays and employee frustration.
Expense report OCR automates the data extraction step of this workflow. The AI reads employee information, report dates, line item descriptions, amounts, expense categories, project or cost center allocations, and approval signatures from any expense report format. This includes standardized corporate templates, PDF forms from travel management systems, and even handwritten expense summaries from field employees who lack access to digital tools.
The variety of expense report formats is the primary challenge for automation. Large enterprises may have a standardized template, but they still receive non-conforming reports from acquired business units, contractor expense submissions, and international offices using different formats and currencies. Lido handles this format diversity by reading expense reports contextually rather than relying on template matching. The AI identifies line items, amounts, and categories by their meaning, which means any format is processed correctly on the first submission.
Finance teams evaluating expense report OCR should consider accuracy on their specific report formats, the ability to extract individual line items rather than just totals, integration with their expense management or ERP system, and support for multi-currency reports. Lido provides all of these capabilities with SOC 2 Type 2 compliance for sensitive financial data.
Expense report OCR handles standardized corporate expense templates, PDF reports from travel management systems, Excel-based expense summaries, and handwritten expense forms. The AI adapts to any format and extracts employee details, line items, amounts, categories, and approval information.
The AI extracts each line item separately, including the date, description, category, amount, and any project or cost center allocation. This granular extraction enables automatic categorization and policy compliance checking at the line-item level.
Yes. The AI recognizes currency symbols and codes from international expense reports and extracts amounts with their associated currencies. This is valuable for organizations with employees who travel internationally or have offices in multiple countries.
AI-powered extraction achieves 97 to 99 percent accuracy on printed expense reports and 93 to 97 percent on handwritten entries. Confidence scoring flags uncertain amounts for human review, which is essential for financial data that flows into reimbursement and accounting systems.
Extracted data can be exported to Excel, Google Sheets, CSV, or JSON. The REST API enables integration with expense management platforms like SAP Concur, Expensify, and Certify, as well as ERP systems like NetSuite and QuickBooks.
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Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine
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