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PDF to CSV Converter

Extracting PDF data using our converter allows you to import PDF data directly 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

This PDF file to CSV converter 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 PDFs, 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

Extracting PDF data to a spreadsheet has never been easier with Lido's PDF to CSV converter app. Either draw a box around the section of the PDF data you want to add to your spreadsheet, or copy all of the PDF document (including multiple pages) at once to a spreadsheet.

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Upload a PDF to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the PDF 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 receipt to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the receipts into Lido's spreadsheet.

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

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Export PDF data to your spreadsheet

Use Lido's PDF to CSV converter software to copy your unstructured or structured PDF data into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on AI OCR PDF and PDF data extraction tool.

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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 accounting teams who use Google Sheets and regularly handle a high volume of PDFs. If your manage multiple client accounts and you need a quick, accurate way to translate PDF 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 PDF document processes, preparing for tax season, or conducting financial reviews, converting your PDFs to Google Sheets with this tool reduces manual data entry and increases accuracy.
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