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Convert PDF Invoices to Excel for Free

Lido's PDF invoice to Excel converter app allows automating data extraction from an invoice 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

Automating conversion of PDF invoices to Excel can dramatically streamline your invoice processes, making it easier to manage, analyze, and report invoice data. Lido's PDF importer tool allows for quick data extraction of chart 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 the conversion of invoice data to a spreadsheet has never been easier with Lido's PDF invoice to Excel converter application. Either draw a box around the section of the invoice you want to add to your spreadsheet, or copy all of the invoice data (including multiple pages) at once to a spreadsheet.

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Upload Chart PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the invoice document 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 invoice data to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the invoice into Lido's spreadsheet.

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

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Export Invoice Data to your Spreadsheet

Use Lido's invoice to Excel PDF converter to copy your unstructured or structured invoice data into your spreadsheet.

if you enjoyed this use case, you might also like our use case on OCR invoice data extraction and invoice recognition.

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