<- All use cases

Invoice OCR AI

Lido's AI OCR invoice solution allows you to extract invoice data directly into a spreadsheet without the need for manual data entry, saving your team valuable time and money.

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

This invoices OCR processing AI app converts PDF invoices to a spreadsheet and 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 a spreadsheet format suitable for processing and analysis. This reduces the administrative burden and minimizes errors associated with manual data entry.

How it works

Copying data from an invoice to a spreadsheet has never been easier with Lido's invoices OCR processing AI. Either draw a box around the section of the invoice data you want to add to your spreadsheet, or copy all of the invoice (including multiple pages) at once to a spreadsheet.

Schedule an onboarding callTry this in Lido for free ->

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 your spreadsheet

Use our AI OCR invoice software to copy your invoice data into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on our automated invoice extraction solution and invoice PDF OCR.

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 tool is ideal for small business owners, freelance professionals, and accounting teams who use Google Sheets and regularly handle a high volume of invoicing. If you manage 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 Google Sheets with this tool reduces manual data entry and increases accuracy.
Talk to a product specialistTry this in Lido for free ->

Related Use Cases

Discover more workflows you can automate with Lido.

Zone OCR Software

Packing List OCR

Invoice OCR Software

Create Microsoft Outlook Calendar events from Typeform responses

Receipt Image to Text Tool

Bill OCR Tool

View all