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Why you should use this

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

Upload a bank statement PDF to Lido

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

Clean the bank statement data with AI

Use Lido's Edit with AI functionality to clean the extracted bank statement data into the precise format that you need.

Export bank statements data to your spreadsheet

Use Lido's OCR in banking software to copy your unstructured or structured bank statement data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on PDF to CSV converter for bank statements.

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 bank statements. If you manage multiple client accounts and you need a quick, accurate way to translate 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 compliance records for easy access, reporting, and analysis purposes. Whether you are streamlining bank statement processes, or conducting reviews, converting your bank statements to Google Sheets with this tool reduces manual data entry and increases accuracy.