PDF to Excel Solutions for Business
At Custom Excel Spreadsheest, we deliver user-friendly
solutions built for everyone from small businesses to large-scale enterprise users
Custom Excel Spreadsheets
The PDF Problem
PDF files have become a go-to for sharing and sending information across most industries. Despite their popularity, they have one major drawback that’s costing some business professionals hours upon hours of tedious work every week. The problem? PDF files weren’t built for analysis. They trap valuable information in a format that’s easy to share but impossible to use at scale.
That’s why Accounts Payable Managers, Senior Financial Analysts and VPs are wasting valuable time trying to manually extract key information from PDFs (and other file formats) so that they can get it into Excel where it becomes usable data. If that sounds familiar, your life is about to get a whole lot easier.
The CES / Lido Solution
At Custom Excel Spreadsheets (CES), we’re helping business professionals solve this problem by introducing them to an incredibly powerful tool called Lido.apps; a best-in-class PDF-to-Excel engine, that’s extremely easy to use and will save you tons of time. Lido.apps allows you to convert PDF files to Excel or extract key data from PDF files into a spreadsheet with a few clicks.
Unlike other products that require the user to indicate exactly where the desired information appears in the PDF, Lido.apps has the built-in intelligence to figure this out on its own with incredible accuracy.
How It Works
Lido.apps uses advanced AI-driven parsing technology to:
- Intelligently scan any number of uploaded PDF documents (regardless of format and content, or internal variability and inconsistency).
- Identify key information (optionally informed by the user).
- Extract and standardize line-item data from complex, varied PDF layouts.
- Populate a spreadsheet with all of the extracted data with the click of a button.
Check out our 5-minute demo below
Who It’s For
This solution is built for everyone from small businesses to large-scale enterprise users who:
- Receive large volumes of vendor invoices, POs, contracts, or other files in PDF format.
- Spend too much time manually re-keying data into spreadsheets or ERP systems.
- Need consistency and accuracy across thousands of documents.
- Want a reliable, automated way to extract data from a PDF into a spreadsheet.
- Need the ability to consolidate data from various file formats into one place for reconciliation or analytics.
Custom Excel Spreadsheets
Common Business Use Cases
Finance & Compliance
Bank Statements – extract transactions into Excel for reconciliation or analysis.
Expense Reports – consolidate employee-submitted PDFs into one dataset.
Tax Forms & Filings – pull structured fields into compliance trackers.
Regulatory Filings / Compliance Reports – capture data for audits.
Logistics & Supply Chain
Bills of Lading – shipment details, weights, and costs.
Packing Slips / Delivery Notes – verifying against POs.
Freight Invoices / Tariff Sheets – especially for international shipping.
Inventory Reports – vendor- or partner-supplied PDFs converted to Excel for tracking.
Human Resources & Payroll
Payroll Reports – extract hours, pay, deductions, benefits.
Employee Onboarding Forms – standardize data into HR systems.
Benefits Enrollment PDFs – consolidating employee selections.
Legal & Administrative
Insurance Policies / Certificates – capturing renewal dates, coverage amounts.
Service Agreements – pulling terms, renewal dates, and key clauses.
Government / Public Records – permits, licenses, filings often come as PDFs.
Healthcare & Life Sciences
Lab Reports – pulling values into structured datasets.
Clinical Trial Reports – data capture from standardized PDF forms.
Insurance Claims – standardizing across varied payer formats.
Sales & Marketing
Quotes & Proposals – standardizing line items for analysis.
Marketing Rate Cards – extracting ad pricing into usable tables.
Event Registration Reports – consolidating attendee data.
Custom Excel Spreadsheets
Who’s Using Lido Today
Operational Users (Direct Beneficiaries)
The people we’ve seen saving the most time using Lido.apps to convert their PDFs to Excel are:
Accounts Payable / Accounts Receivable Clerks – no more manual re keying of invoice data.
Procurement Analysts / Specialists – automating bid comparisons and vendor price lists.
Data Entry Specialists – replacing repetitive work with automated extraction.
Contract Administrators / Lease Administrators – pulling key terms and dates directly into spreadsheets.
Project Coordinators / Timesheet Managers – consolidating hours and labor
reports at scale.
Managers & Department Heads (Efficiency Owners)
These roles are responsible for productivity and cost control:
Finance Managers / Controllers – faster month-end close, fewer manual entry errors.
Procurement Managers / Supply Chain Managers – consistent data for supplier and spend analysis.
Operations Managers – reducing bottlenecks in document-heavy workflows.
IT & Data Managers – integrating extracted data with ERP or BI tools.
Executives & Strategic Buyers (Decision-Makers)
At the enterprise level, these roles are critical for budget approvals and enterprise adoption:
CFO / VP of Finance – care about cost savings, compliance, and auditability.
CIO / VP of IT – look for scalable, secure, and integrable solutions.
COO / Head of Operations – value process efficiency and risk reduction.
Chief Procurement Officer – focus on supplier data accuracy and contract
compliance.
Need Some Help?
We’ve got you covered. One of the best things about the CES / Lido.apps partnership is the level of customer support available. Lido’s client onboarding and support team will make sure you get up and running with minimal effort. If you have any upstream or downstream spreadsheet needs (compiling excel sheets, automating analytics, adding interactive dashboards, automating reporting, etc.), the team at CES will get you taken care of.