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Why you should use this

This parsing tool for bank statements 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 from 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 bank statements to a spreadsheet has never been easier with Lido's parser for bank statements. 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 output with AI

Use Lido's Edit with AI functionality to clean up the extracted data into the exact format you want.

Export bank statement data to your spreadsheet

Use Lido's parser for bank statements to copy your unstructured or structured bank statement data into your spreadsheet.

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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 your 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.