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Why you should use this

Automating the conversion of receipt data to Excel streamlines expense tracking and reduces the likelihood of errors. This process not only saves time but also enhances the precision and accessibility of financial data, facilitating better expense management and financial planning.

How it Works

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

Upload receipts to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

Export receipt data to Excel

Your receipt 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 perfect for accountants, small business owners, and anyone involved in expense management who needs a fast and reliable way to digitize and organize receipt data. It's particularly beneficial for those preparing for tax submissions or expense reporting.