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OCR Invoice Scanning

Scanning invoices using OCR (Optical Character Recognition) allows you to import invoice 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

This OCR invoice scanning automation to convert PDF invoices to a spreadsheet can dramatically streamline your accounting processes, making it easier to manage, analyze, and report financial information. Lido's PDF importer tool allows for quick data extraction from invoices, 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

Scanning invoices using OCR has never been easier. Either draw a box around the section of the invoice data you want to add to your spreadsheet, or copy all of the invoice (including multiple pages) at once to a spreadsheet.

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Upload an invoice PDF to Lido

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

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

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Export Invoice data to your Spreadsheet

Use our OCR Scanning technology to copy your invoice data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on invoice OCR software.

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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 invoicing. If your manage multiple client accounts and you need a quick, accurate way to translate invoice 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 billing processes, preparing for tax season, or conducting financial reviews, converting your invoices to Google Sheets with this tool reduces manual data entry and increases accuracy.
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