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Financial Data Extraction Software

Lido's financial data extraction tool automates extracting financial data directly from a PDF file into a spreadsheet without the need for manual data entry, saving your team valuable time and money.

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Why you should use this

Automating financial data extraction can dramatically streamline your accounting processes, making it easier to manage, analyze, and report financial data information. Lido's PDF importer tool allows for quick data extraction of financial data, 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

Automating financial data extraction to a spreadsheet has never been easier with Lido's financial data extraction tool. Either draw a box around the section of the financial data you want to add to your spreadsheet, or copy all of the financial data (including multiple pages) at once to a spreadsheet.

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Upload your PDF to Lido

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

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Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

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Export financial data to your spreadsheet

Use Lido's financial data extraction software to copy your unstructured or structured financial data into your spreadsheet.

If you enjoyed this use case, you might also like our use case on financial unstructured data extraction.

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 ->
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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 financial data. If you manage multiple client accounts and you need a quick, accurate way to translate financial 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 processes for automating data extraction from financial data, or conducting reviews, converting your financial data to Google Sheets with this tool reduces manual data entry and increases accuracy.
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