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AI Bank Statement Converter

Lido's AI bank statement converter allows you to extract unstructured bank statement data directly into a spreadsheet without the need for manual data entry, saving your team valuable time and money.

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Why you should use this

This AI converter for bank statements converts bank statements to a spreadsheet and can dramatically streamline your accounting processes, making it easier to manage, analyze, and report banking information. Lido's PDF importer tool allows for quick data extraction from bank statements, ensuring that all entries are accurately reflected in a spreadsheet format suitable for processing and analysis. This reduces the administrative burden and minimizes errors associated with manual data entry.

How it Works

Copying data from bank statements to a spreadsheet has never been easier with Lido's bank statement converter using AI. Either draw a box around the section of the bank statement data you want to add to your spreadsheet, or copy all of the bank statements (including multiple pages) at once to a spreadsheet.

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Upload a Bank Statement PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the bank statement you want to convert.

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Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the bank statement to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the bank statement PDF into Lido's spreadsheet.

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EXTRACTTABLESFROMPDF(<drive-credential>,"path to file",<output cell>)

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Export Bank Statement Data to your Spreadsheet

Use Lido's bank statement AI converter to copy your unstructured or structured bank statement data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on bank statement PDF converter.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.
Instructions from the Lido blog ->
Youtube video ->
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Who should use this

This bank statement converter is ideal for small business owners, freelance professionals, and legal teams who use Google Sheets and regularly handle a high volume of bank statements. If you manage multiple client accounts and you need a quick, accurate way to translate bank statement data into a more manageable format, this automation is perfect for you. It's particularly valuable for those who need to maintain organized compliance records for easy access, reporting, and analysis purposes. Whether you are streamlining bank statement processes, or conducting reviews, converting your bank statements to Google Sheets with this tool reduces manual data entry and increases accuracy.
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