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Financial Contract Abstraction Platform

Say goodbye to time consuming and inaccurate document processing. Lido's financial contract abstraction platform scrapes contracts for the exact data you need into Google Sheets or Excel, in less than 7 days.

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Why you should use this

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

Lido is the most precise way to import and transform financial contracts in a spreadsheet. Add your documents to a connected Google Drive, OneDrive, or S3 bucket. Then, use a combination of spreadsheet and AI formulas to pull the exact data you need into your spreadsheet.

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Upload Financial Contract PDF to Lido

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

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Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

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Export Contracts to your Spreadsheet

Use Lido's financial contract abstraction software to copy your unstructured or structured contracts into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on contract abstraction and medical record abstraction services.

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 financial contract documents. If you manage multiple client accounts and you need a quick, accurate way to translate financial contract 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 contract documents, or conducting reviews, converting your contracts to Google Sheets with this tool reduces manual data entry and increases accuracy.
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