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Unstructured Financial Data Extraction

Lido's financial unstructured data extraction tool allows automating data extraction from unstructured financial 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

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

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Upload an Unstructured Financial Data PDF to Lido

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

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

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Export Unstructured Financial Data to your Spreadsheet

Use Lido's unstructured financial data extraction app to copy your unstructured financial data into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on financial data extraction software and OCR financial statements.

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