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OCR Check Processing

Lido's OCR check processing software allows automating data extraction from a check 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 check processing using OCR can dramatically streamline your accounting processes, making it easier to manage, analyze, and report documents. Lido's PDF importer tool allows for quick data extraction of 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

Automating data extraction to a spreadsheet has never been easier with Lido's OCR check processing software. Either draw a box around the section of the check you want to add to your spreadsheet, or copy all of the document (including multiple pages) at once to a spreadsheet.

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Upload Check Document to Lido

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

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

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Export Check Document to your Spreadsheet

Use Lido's OCR check processing app to copy your unstructured or structured document into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on OCR identity documents and AI OCR software.

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