At the core of Excel Rain Man’s DNA is a simple promise: we listen to your needs and build custom solutions to solve your toughest challenges. We’ve bent Excel to our will to create automated dashboards, build complex financial models, and streamline impossible workflows. For us, “impossible” is usually just a puzzle waiting to be solved.
But there’s always been one request that’s been a challenge: “Can you get the data out of these 500 PDF invoices?” or “How can we pull the numbers from these scanned reports?”
Until now, the solution either involved custom coding or extracting the data manually and often a little bit of both! It was an area ripe for improvement.
Introducing Our Partnership with Lido.App
We’ve partnered with Lido.App to bring a powerful new capability to our platform. By integrating their AI-powered data extraction technology, our automated workflows and reports can now seamlessly pull data from images, PDFs, emails and more.
This isn’t just an upgrade; it’s a new dimension of automation we can now build into your projects. Think faster turnarounds and gaining back countless hours lost to manual tasks – in addition to eliminating human error associated with these tasks.
The Process is Deceptively Simple
We handle the heavy lifting, but here’s how it works behind the scenes:
- Setup & Configure:
We work with you to understand exactly what data you need. Then, we teach the AI how to read your specific documents—whether they’re invoices, bank statements, or custom reports. This is a one-time setup to ensure optimal accuracy. - Automate or Extract On-Demand:
Once configured, the process runs like clockwork. We can set up a trigger to automatically extract data with a certain frequency, from new files as they arrive (e.g., from an email inbox or OneDrive / GoogleDrive folder) or you can run the process on-demand whenever you have a new batch of documents. - Export to Spreadsheet:
The extracted data is instantly and automatically exported into a clean, organized spreadsheet. No more copy-pasting. No more typos. - Make the Data work for you:
From that spreadsheet, we work our magic—building the automated reports, dynamic dashboards, and integrated workflows you rely on us for.
Real-World Use Cases, Available Now
So what does this actually mean for you? Here are a couple of game-changing applications.
Use Case 1: Automated Invoice Processing
- The Pain: Your team spends hours every week manually entering invoice data (vendor, date, amount, line items) into a spreadsheet before uploading it to your accounting system.
- The Solution: We set up a workflow where invoices emailed to a specific address or uploaded into a OneDrive or GoogleDrive folder are automatically read. The relevant data is extracted and structured in a master Excel file, which can then be seamlessly integrated with your system. Your team just reviews the output.
Use Case 2: The All-Seeing Dashboard
- The Pain: You receive critical performance data from suppliers as weekly PDF reports. To see the big picture, someone has to manually consolidate all that information to feed a single dashboard, wasting valuable time.
- The Solution: We create a process to automatically pull key metrics from each incoming PDF report. This data populates a central Excel or PowerBI dashboard in real-time, giving you an immediate, up-to-date view of your business performance without any manual intervention.
Ready to Conquer Your Documents?
If you’re staring at a mountain of PDFs, images, or emails and dreaming of the day you could unlock the data trapped inside, your wait is over.
This new capability allows us to take our custom Excel solutions to the next level, saving you more time, money, and sanity.
If you know this will be a game changer for one of those projects you have been putting off, let’s talk!