Assembly vs Lido (2026): Pricing, Features & Which to Choose

Who comes out ahead

Based only on the facts in our directory. The right pick still depends on the job you need done.

Lower starting price
Not comparable
Not comparable: Lido does not list a price
Free plan
Tie
Neither has one
Higher rating
Assembly
4.0 against 3.9
Same job?
Yes
Both are Productivity tools

Side by side

Compared on	Assembly	Lido
Our rating	4.0Better	3.9
Starts at	$39/mo	Not listed
Free plan	No	No
Category	Productivity	Productivity
Plans	From $39/mo	See pricing
Key features	Branded client portals consolidating messages, files, forms, and invoices in one place AI Assistant that drafts replies and summarizes client threads using full context Automated task creation and invoice preparation from client interactions SOC2 and HIPAA compliance for handling sensitive client data Workflow automation tools scaling from solo practitioners to larger firms	Data extraction from PDFs into spreadsheets Invoice, purchase order and bank statement handling Bills of lading and other logistics documents HIPAA-compliant processing available Document-type-specific extraction
Pros	AI Assistant uses actual client history and context rather than generic chat responses SOC2 and HIPAA compliance supports firms in regulated fields like legal and financial services Scales from solo entrepreneurs to 100-person firms with tiered plans	Knows specific document types rather than extracting generically Covers regulated documents with compliant processing Output lands directly in a spreadsheet
Cons	No permanent free plan, only a 14-day trial before billing starts Enterprise tier jumps to $2,000 per month, a steep step up from the Advanced tier Recent rebrand (2025) may create short-term confusion with prior name recognition under Copilot	Paid with no free tier to evaluate Accuracy falls off with poor scans and unusual layouts Output needs checking before it reaches an accounting system
Company	Assembly, founded 2020	Lido

Prices come from each vendor's pricing page, last checked 20260813. Check the vendor before you buy.

FAQ

Questions people ask

Is Assembly better than Lido?

In our reviews Assembly scores 4.0 and Lido scores 3.9. The better pick depends on the job. Assembly: AI-powered client portal and CRM that centralizes communication, files, and billing for professional service firms. Lido: Extracts data from PDFs, invoices and receipts into spreadsheets.

Which is cheaper, Assembly or Lido?

Assembly: from $39/mo. Lido: see pricing.

Do Assembly and Lido have free plans?

Neither lists a free plan.

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