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$
USD
I will convert bank statements to clean excel
Zapier Automation Expert Save 10 Hours Weekly
Hey! 👋 Tired of manual data entry & repetitive tasks?
I automate workflows using Zapier, DocuSign/PandaDoc, and CRM. Any industry — I'll save you 10+ hours/week.
✨ What I do:
• Auto-fill & send con...
About this Gig
Stop struggling with messy PDFs! Get audit-ready Financial Data fast.
Are your bank statements a cluttered mess you can't sort or analyze? I provide professional Bank Statement to Excel/CSV conversion for business owners, CPAs, and bookkeepers who need clean, accurate data.
With 4+ years in Financial Operations, I ensure your transaction data is 100% accurate and ready for Bank Reconciliation.
️ My Tech Stack:
I use advanced OCR (Optical Recognition) and custom scripts to handle even the blurriest scans. No more missing decimals, broken tables, or manual entry errors!
What You Get:
- Clean Excel/CSV: Perfectly formatted (Date, Description, Category, Debit, Credit, Balance).
- Smart Categorization: Grouping data into Income, Food, Housing, Fees, etc.
- QuickBooks/Xero Ready: Formatted for instant software import.
- Running Balance Check: Verified against your bank's final totals.
- Privacy First: NDA available; all files deleted after approval.
Supported Banks:
Chase, BofA, Wells Fargo, HSBC, PayPal, Stripe, and all major global institutions.
️ Message Me Before Ordering!
Send a sample page, and I'll confirm your format within 1 hour!
Visualization Tools:
Microsoft Excel
Type of model:
3 Statement Model
Target country:
United Kingdom
•
United States
•
Worldwide
My Portfolio
FAQ
Which banks do you support?
Chase, Bank of America, Wells Fargo, Citibank, HSBC, Barclays, Capital One, TD Bank, PayPal, Stripe, and most major banks in the USA, UK, Canada, and Australia. Message me with a sample page and I will confirm within 1 hour.
Is my financial data safe and confidential?
Yes. Your data is only used to complete your order. I do not store, share, or use your statements for any other purpose. NDA available on request at no extra charge.
What file do you need from me to start?
PDF bank statement. Scanned image PDFs also accepted. Send me one sample page before ordering so I can confirm the format works perfectly.
Can you match my specific category list?
Yes. If you have a custom chart of accounts or category list, send it before ordering, and I will match it exactly at no extra charge.
What if I have more than 12 months of statements?
Message me with your total months and I will send a custom offer with the right price and timeline for your volume.
