Upload any 1099 form—NEC, MISC, INT, DIV, K—and get a clean Excel spreadsheet with payer details, amounts, and TINs mapped to columns automatically.
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 reconciliation workpapers require 1099 data in a specific Excel format. The column mapping matched our template on the first try, which saved us from reformatting every batch.”
“We converted 400 mixed 1099 forms into one Excel file in about ten minutes. The same task took two team members an entire week last year.”
“The batch consolidation is the key feature for us. One upload, one spreadsheet, every payer and amount in the right column. No more copy-paste marathons.”
Despite advances in tax software, Excel remains the workhorse for 1099 reconciliation and reporting. Accountants need 1099 data in spreadsheet format to cross-reference against general ledger entries, prepare tax workpapers, and identify discrepancies before filing. Converting 1099 to Excel manually means typing payer names, TINs, and dollar amounts from each form into a spreadsheet—tedious work that compounds with volume.
The 1099 to Excel conversion problem is particularly acute for businesses that receive forms from many sources. An investment advisory firm might collect 1099-INT from twelve banks, 1099-DIV from eight brokerages, and 1099-B from three trading platforms. Each form needs to land in the right column of a consolidated spreadsheet. Manual entry is slow, error-prone, and does not scale beyond a few dozen forms.
AI-powered 1099 to Excel conversion reads each form, identifies the fields, and maps them to spreadsheet columns automatically. Lido produces a clean Excel file where each row represents one 1099 form and each column maps to a specific field—payer name, payer TIN, recipient TIN, income type, amount, federal withholding, and state withholding. Batch uploads consolidate hundreds of forms into a single spreadsheet.
For teams evaluating 1099 to Excel solutions, the important criteria are column mapping accuracy, support for all 1099 variants in a single output, batch processing speed, and the ability to customize column layouts. Lido handles all of these and also supports Google Sheets, CSV, and JSON output for teams that need data in other formats.
You upload 1099 forms as PDFs, scans, or photos. The AI reads each form, identifies fields like payer name, TIN, income amounts, and withholding, then maps them to Excel columns. Multiple forms are consolidated into a single spreadsheet with one row per 1099.
Yes. Lido handles mixed batches of 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-K, and other variants. All forms are mapped to a unified column structure in a single Excel output, making reconciliation straightforward.
AI-powered extraction typically achieves 95 to 99 percent accuracy on field identification and column mapping. Confidence scores are included for each cell so you can identify and review any uncertain values before relying on the spreadsheet.
Yes. Lido provides AI columns that let you define custom extraction rules in plain English. You can specify which fields to extract, how to name columns, and how to format values to match your existing workpaper templates.
Lido supports Excel (.xlsx), Google Sheets, CSV, and JSON output formats. You can choose the format that matches your downstream workflow, whether that is a tax preparation system, an ERP, or a custom integration via the REST API.
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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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