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Financial Contract Abstraction Software

Say goodbye to time consuming and inaccurate document processing. Lido's financial contract abstraction software 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 extraction can dramatically streamline your accounting processes, making it easier to manage, analyze, and report financial contracts. Lido's PDF importer tool allows for quick data extraction of financial 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 a Financial Contract PDF to Lido

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

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

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Export Financial Contract Data to your Spreadsheet

Use our financial contract abstraction tool to copy your financial contract data into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on contract abstraction and contract 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 accounting teams who use Google Sheets and regularly handle a high volume of financial contracts. If your manage multiple client accounts and you need a quick, accurate way to translate financial contract data into a more manageable format, this automation is perfect for you. It's particularly valuable for those who need to maintain organized financial records for easy access, reporting, and analysis purposes. Whether you are streamlining financial contract processes, preparing for tax season, or conducting financial reviews, converting your financial contracts to Google Sheets with this tool reduces manual data entry and increases accuracy.
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