<- All use cases

OCR Credit Card Statement

Lido's OCR credit card statement software allows you to extract credit card statement data directly into a spreadsheet without the need for manual data entry, saving your team valuable time and money.

Try this in Lido for free ->Schedule an onboarding call
Watch demo video
Lido is trusted by sales, marketing, and operations teams at:
and 100s of other companies

Why you should use this

This credit card statement OCR application converts PDF credit card statement to a spreadsheet and can dramatically streamline your accounting processes, making it easier to manage, analyze, and report credit card statement information. Lido's PDF importer tool allows for quick data extraction from credit card statements, 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 an credit card statement has never been easier with Lido's credit card statement converter tool. Either draw a box around the section of the credit card statement data you want to add to your spreadsheet, or copy all of the credit card statement (including multiple pages) at once to a spreadsheet.

Schedule an onboarding callTry this in Lido for free ->

Upload a Credit Card Statement PDF to Lido

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

‍

Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

‍

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

‍

Convert Credit Card Statement Data to your Spreadsheet

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

If you enjoyed this use case, you might also like our use case on OCR credit card and OCR credit card scanner.

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 ->
Talk to a product specialistTry this in Lido for free ->

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 statements. If your manage multiple client accounts and you need a quick, accurate way to translate credit card statement 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 statement processes, or conducting reviews, converting your credit card statement to Google Sheets with this tool reduces manual data entry and increases accuracy.
Talk to a product specialistTry this in Lido for free ->

Related Use Cases

Discover more workflows you can automate with Lido.

Send daily KPI reports via SMS

Receipt OCR Software

SSL certificate tracking software

Utility Bill Data Extraction Software

Convert Product Inventory Catalog to Excel

Contract management software

View all