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Why you should use this

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

Upload an OCR Bank Statement PDF to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the OCR Bank Statement to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the OCR in banking PDF into Lido's spreadsheet.

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

Export OCR for bank statements data to your Spreadsheet

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

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 statement OCRs. If your manage multiple client accounts and you need a quick, accurate way to translate bank statement OCR 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 OCR for bank statements processes, or conducting reviews, converting your OCR bank statements to Google Sheets with this tool reduces manual data entry and increases accuracy.