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Why you should use this

Automating purchase order software extraction can dramatically streamline your accounting processes, making it easier to manage, analyze, and report purchase order. Lido's PDF importer tool allows for quick data extraction of purchase orders, 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 purchase order extraction to a spreadsheet has never been easier with Lido's OCR order automation software. Either draw a box around the section of the order document you want to add to your spreadsheet, or copy all of the purchase order (including multiple pages) at once to a spreadsheet.

Upload a purchase order PDF to Lido

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

Use the PDF importer or EXTRACTTABLESFROMPDF formula

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

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

Export purchase order to your spreadsheet

Use Lido's purchase order OCR extraction software to copy your unstructured or structured purchase orders into your spreadsheet.

If you enjoyed this use case, you might also like our use cases on OCR tax software and menu OCR.

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 data extraction financial services. If you manage multiple client accounts and you need a quick, accurate way to translate purchase orders 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 purchase orders, or conducting reviews, converting your purchase order to Google Sheets with this tool reduces manual data entry and increases accuracy.