<- All use cases

Convert Financial Statements to Google Sheets

Automatically convert financial statements into Excel.

Try this in Lido for free ->Schedule an onboarding call
Watch demo video
Lido is trusted by sales, marketing, and operations teams at:
and 100s of other companies

Why you should use this

Automatically converting financial statements to Google Sheets increases efficiency and accuracy in financial processing. This leads to quicker analysis and reporting, reduces the potential for manual entry errors, and frees up financial professionals to focus on strategic financial assessment and decision-making instead of data entry.

How it Works

You can convert PDF financial statements into Google Sheets either by drawing a box around the section of the financial statement that you want to convert, or by converting multiple pages of the entire document at once.

Schedule an onboarding callTry this in Lido for free ->

Upload a financial statement PDF to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the financial statement to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull multiple pages of tabular data from the financial statement PDF into Lido's spreadsheet.

‍

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

Export financial statement data to Google Sheets

Your selected financial statement is now extracted into a Lido spreadsheet and can be used, copied, or exported to Google Sheets.

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 ->
Talk to a product specialistTry this in Lido for free ->

Who should use this

This automation is designed for accountants, financial analysts, and business owners who use Google Sheets need a streamlined method to manage financial data. Ideal for those involved in financial reporting or audits, it simplifies the conversion of detailed financial statements into Google Sheets for easier data manipulation and analysis.
Talk to a product specialistTry this in Lido for free ->

Related Use Cases

Discover more workflows you can automate with Lido.

Receipt Data Extraction Software

Receipt Parser Tool

AI Lease Abstraction Software

OCR PDF to Text

Automated Invoice Capture Software

Receipt OCR Software

View all