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Why you should use this

Automating PDF data extraction can dramatically streamline your accounting processes, making it easier to manage, analyze, and report PDF information. Lido's PDF importer tool allows for quick data extraction of PDF data, 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

Automating conversion of PDF to a spreadsheet has never been easier with Lido's AI OCR PDF tool. Either draw a box around the section of the PDF data you want to add to your spreadsheet, or copy all of the PDF data (including multiple pages) at once to a spreadsheet.

Upload a PDF to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

Export PDF Data to your Spreadsheet

Use Lido's AI OCR PDF data extraction app to copy your PDF into your spreadsheet.

If you enjoyed this use case, you might also like our use case on PDF converter to CSV.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

This tool is ideal for small business owners, freelance professionals, and legal teams who use Google Sheets and regularly handle a high volume of PDF data. If you manage multiple client accounts and you need a quick, accurate way to translate PDF 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 processes for automating data extraction from PDF data, or conducting reviews, converting your PDF data to Google Sheets with this tool reduces manual data entry and increases accuracy.