Automatically convert credit card statements to Excel.
You can convert PDF credit card statements into Excel either by drawing a box around the section of the credit card statement that you want to convert, or by converting the entire document (including multiple pages) at once.t
Use Lido's PDF Import Tool or the built in Google Drive connector and select the credit card statement you want to convert.
Use the PDF importer's built in bounding box to select a section of the credit card statement to convert. Alternatively, if you have multiple pages, use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the credit card statement PDF into Lido's spreadsheet.
EXTRACTTABLESFROMPDF(<drive-credential>,"path to file",<output cell>)
Your selected credit card statement data is now extracted into a Lido spreadsheet and can be used, copied, or exported to Excel.