Invoice OCR in 30 Seconds: Extract Invoice Data Automatically to Excel

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I deal with a lot of invoices. Manually entering data into spreadsheets or external software is the worst. I found a tool I trust that uses invoice OCR to extract key info like invoice numbers, totals, and vendor names…anything you want - automatically.

In this quick video, I use Lido to pull invoice data from a PDF and push it straight into a spreadsheet accurately and cleanly. This can be exported as Excel or a CSV that can be uploaded into external software. It can even handle scanned, messy & handwritten documents.

If you're looking for a way to automate PDF (invoice) data entry, this will save you a ton of time.

📬 Get good at automations: https://gotsheet.xyz/subscribe
🎥 Watch next: https://youtu.be/eyV7zGzSCpo
🛠️ Tools I used: https://www.gotsheet.xyz/c/business-tech-stack

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📲 Find me
https://eamonncottrell.com
on LinkedIn: https://www.linkedin.com/in/eamonncottrell/
on Twitter: https://twitter.com/EamonnCottrell

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📍Chapter Time Markers:

00:00 – What is Invoice OCR?
00:38 – Data fields to extract
01:10 – Using the “Extract Data” feature
01:38 – Selecting fields and customizing output
02:01 – Enabling multi-line item extraction
02:27 – Processing the PDF invoice
03:13 – Exporting to Excel
03:43 – Special Offer

Видео Invoice OCR in 30 Seconds: Extract Invoice Data Automatically to Excel канала Eamonn Cottrell