I will convert PDF bank statements to accounting ready excel or CSV
Accurate Data Entry and Virtual Assistant
About this Gig
Typing bank transactions from PDF statements is time-consuming and risky. Whether its tax season or monthly reconciliation, you need clean, accounting-ready data not a messy PDF.
I convert your scanned or digital bank statements into clean, perfectly formatted Excel, CSV, or Google Sheets files ready for:
- QuickBooks
- Xero
- Sage
- Wave
No messy columns. No missing balances. No formatting issues.
What You Get:
- Proper columns (Date, Description, Debit, Credit, Balance)
- Headers & footers removed
- Multiple months consolidated
- Ending balance verified
- High accuracy + strict confidentiality
- Most projects delivered within 24 hours.
Note: If your PDF is low-quality or scanned, message me first to confirm readability.
Convert from:
•
Handwritten
•
JPG, JPEG
Work model:
Project-based
•
Weekly assistance
•
Monthly retainer
Convert to:
XLS, XLSX
•
CSV
Purpose:
Business
My Portfolio
FAQ
Is my financial data safe and confidential?
Absolutely. Your privacy is my top priority. I do not share your data with third parties, and all files are permanently deleted from my system once the order is completed and approved.
Can you handle scanned or blurry PDFs?
Yes, I can process scanned documents using OCR technology and manual verification. However, if the scan is very blurry or handwritten, please message me first so I can confirm the readability for you
Will the Excel/CSV file be ready to import into QuickBooks or Xero?
Yes! I format the columns (Date, Description, Amount/Debit/Credit) specifically to meet the import requirements of major accounting software like QuickBooks, Xero, Sage, and Wave.
What if my bank statement has hundreds of pages?
No problem! I can handle bulk conversions. For very large files (over 50 pages), please reach out for a custom quote so I can give you the best possible price and timeline.
Do you categorize the transactions as well?
My standard gig covers the conversion and cleaning of data. If you need specific transaction categorization (e.g., Office Supplies, Travel, Meals), please add the "Categorization" extra or message me for a custom offer.

