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Why you should use this

This automation to convert invoices to Excel can dramatically streamline your accounting processes, making it easier to manage, analyze, and report financial information. Lido's PDF importer tool allows for quick data extraction from invoices, ensuring that all entries are accurately reflected in an Excel format suitable for further processing and analysis. This reduces the administrative burden and minimizes errors associated with manual data entry.

How it Works

You can convert a PDF invoice into Excel format either by drawing a box around the section of the invoice that you want to convert, or by converting the entire document (including multiple pages) at once.

Upload an invoice PDF to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

Export Invoice data to Excel

Your invoice data is now extracted into a Lido spreadsheet and can be used, copied, or exported to Excel.

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 accounting teams who regularly handle a high volume of invoicing. If your operations involve managing multiple client accounts and you need a quick, accurate way to translate invoice data into a more manageable format, this automation is perfect for you. It's particularly valuable for those who need to maintain organized financial records for easy access, reporting, and analysis purposes. Whether you are streamlining billing processes, preparing for tax season, or conducting financial reviews, converting your invoices to Excel with this tool simplifies your workflow and enhances data accessibility.