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Credit Card Reconciliation Software

Lido's credit card reconciliation tool allows you to scan credit card 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 credit card reconciliation software converts credit card PDF to a spreadsheet and can dramatically streamline your accounting processes, making it easier to manage, analyze, and report credit card information. Lido's PDF importer tool allows for quick data extraction from credit card, 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

Converting data from a credit card has never been easier with Lido's credit card reconciliation app. Either draw a box around the section of the credit card data you want to add to your spreadsheet, or copy all of the credit card document (including multiple pages) at once to a spreadsheet.

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Upload an Credit Card PDF to Lido

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

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Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

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Reconcile Credit Card Data to your Spreadsheet

Use Lido's app for converting credit card to scan your unstructured or structured credit card data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on OCR credit card scanner and credit card statement 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 tool is ideal for small business owners, freelance professionals, and legal teams who use Google Sheets and regularly handle a high volume of credit card documents. If your manage multiple client accounts and you need a quick, accurate way to translate credit card 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 credit card processes, or conducting reviews, converting your credit card to Google Sheets with this tool reduces manual data entry and increases accuracy.
Talk to a product specialistTry this in Lido for free ->

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