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Receipt Bank Statement Extraction

Lido's receipt bank statement extraction tool allows you to extract receipt bank statement 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 receipt bank statement extraction app converts PDF bank statements to a spreadsheet and 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 receipt bank 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

Copying data from a receipt bank statement to a spreadsheet has never been easier with Lido's receipt bank statement extraction tool. Either draw a box around the section of the receipt bank statement data you want to add to your spreadsheet, or copy all of the receipt bank statement (including multiple pages) at once to a spreadsheet.

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Upload a Receipt Bank Statement PDF to Lido

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

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

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Export Receipt Bank Statement Data to your Spreadsheet

Use Lido's receipt bank statement extraction application to extract your receipt bank statement data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on receipt bank line item extraction and our OCR receipt 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 ->
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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 receipt bank statements. If your manage multiple client accounts and you need a quick, accurate way to translate receipt bank statement 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 receipt bank statements to Google Sheets with this tool reduces manual data entry and increases accuracy.
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