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In today’s email:
Importing PDF Data to LIDO
Extracting Pertinent Data
Exporting to Excel
MAIN ARTICLE
VIDEO WALKTHROUGH
Stop Copying and Pasting Your PDF Invoices
You know what's not fun? Copying and pasting invoice data from PDFs into Excel. One cell gets weird formatting, another one splits into three rows, and suddenly you're spending your afternoon cleaning up data instead of analyzing it.
Let's fix that.
PDF to Excel the Easy Way
There's a tool called Lido which I’ve used before that does exactly that: extracts PDF data straight into Excel. No weird formatting. No copy-paste nightmares. Just clean data ready for analysis.
Here's what you need to know:
Method 1: The "I Know What I Want" Approach
Set up your column headers (date, invoice number, total amount, etc.)
Upload your PDF(s)
Click "Process Files"
Export to Excel
That's it. Seriously.
Method 2: The "Just Give Me That Table" Approach
Open the Table Extractor
Hover over the area you want
Click to extract
Insert at active cell
Both methods work. Choose your fighter.
The Cool Parts
Process multiple invoices at once
Extract specific sections of your PDFs
One-click export to Excel
No more formatting nightmares
Works with pretty much any invoice format
The "But Wait" Section
Yes, this is a paid tool. But they have a free trial, and if you're dealing with invoices regularly, it's worth checking out. Time is money, and this saves both. Use my partner link here.
Want to See It in Action?
Watch my walkthrough video where I show you exactly how this works. No fluff, just straight-to-the-point automation goodness.
Work smarter, not harder. Let the robots handle the boring stuff while you focus on what matters.
P.S. If you want to try Lido, use my partner link. It helps support Got Sheet, and you get to automate your invoice processing. Win-win.
NEXT STEPS
Whenever you’re ready, here’s how I can help:
Consulting (limited availability)
Grab a slot on my calendar for help with a spreadsheet OR newsletter project.Business tech stack (FREE)
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