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Why you should use this

Automating conversion of bank statements from PDF to CSV can dramatically streamline your accounting processes, making it easier to manage, analyze, and report bank statements information. Lido's PDF importer tool allows for quick data conversion from PDF to CSV of bank statements, 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 Data Extraction from bank statements to a spreadsheet has never been easier with Lido's PDF to CSV converter for bank statements tool. Either draw a box around the section of the bank statement data you want to add to your spreadsheet, or copy all of the bank statements (including multiple pages) at once to a spreadsheet.

Upload a Bank Statement PDF to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

Export Bank Statements data to your Spreadsheet

Use Lido's PDF to CSV converter for bank statements app to copy your unstructured or structured bank statements data into your spreadsheet.

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 legal teams who use Google Sheets and regularly handle a high volume of bank statements. If you manage multiple client accounts and you need a quick, accurate way to translate bank statements 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 bank statements, or conducting reviews, converting your bank statements to Google Sheets with this tool reduces manual data entry and increases accuracy.