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Why you should use this

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

Upload a Receipt Bank Line Item PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the receipt bank line item you want to extract.

Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the receipt bank line item to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the receipt bank line item PDF into Lido's spreadsheet.

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

Convert Receipt Bank Line Item Data to your Spreadsheet

Use Lido's app for extracting receipt bank line items to convert your unstructured or structured receipt bank line item data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on receipt line extraction and receipt bank statement extraction.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

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 receipt bank line item documents. If your manage multiple client accounts and you need a quick, accurate way to translate receipt bank line item 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 receipt bank line item extraction processes, or conducting reviews, extracting your receipt bank line item data to Google Sheets with this tool reduces manual data entry and increases accuracy.