In this article, we will show you how to extract data from scanned receipts using the Lido app. Simply follow the steps below!
To automate data extraction from scanned receipts, we'll utilize Lido, a tool designed to streamline and automate repetitive tasks in spreadsheets. You can sign up for a free account using this link: https://www.lido.app/go/signup.
Sign in to your Lido account, go to the Files section, and select "New file" to create a spreadsheet. This will help you organize and analyze data from your scanned receipt.
In your spreadsheet, open the "PDF Tools" menu and choose "PDF Data Extractor." This will convert the scanned receipt into a structured spreadsheet format.
In the file importer tool, click "Click to Upload" and select your scanned receipt from your computer, or drag and drop it into the uploader. If you have multiple receipts, you can upload them all at once or add them individually later.
After uploading your scanned receipt, an interface will appear where you can specify the data you want to extract.
In the Columns section, choose the data points to extract. Some fields will be pre-filled, but you can add new ones in the text box or remove existing ones by clicking the X on the tag.
Use the Extra Instructions section to refine the output with AI, though it's best to start without instructions and adjust as needed.
Then, click Process All Files to run the extractor. The extracted receipt data will then appear in your spreadsheet.
Check your spreadsheet to ensure the extracted data from your scanned receipt is complete and accurate.
If you have more receipts, you can upload and process them using the same settings. If any adjustments are needed, reset the file, update the instructions, and reprocess until the data looks correct.
We hope that you now know how to extract data from scanned receipts with OCR.