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$
USD
I will convert your bank statements to excel with balance verification
Receipt and Invoice to Excel, Totals Verified, English and Chinese
I am the builder of Pic2Sheet, a tool that turns receipt and invoice photos into clean Excel files. I offer the same work as a done-for-you service here: you send the photos, I return a verified sprea...
About this Gig
Bank statements pile up. Typing them into Excel by hand eats hours, and one wrong digit throws the whole month off.
I convert your statement PDFs into clean Excel files, and I verify every single month by calculation: opening balance plus transactions must equal the closing balance. If a month does not balance, I flag it in red and show the difference. It is never silently adjusted.
What you get:
Date, description, debit, credit and running balance in clean columns. One combined sheet plus one sheet per month. Excel, CSV or QuickBooks-ready format.
I built the conversion software myself (Pic2Sheet) and I check every batch personally before delivery. US bank statements in English and Chinese documents are both welcome.
Sample first: send me one page and I will convert it free, so you can check the format before you order.
Your files are used only for your order and deleted after delivery. NDA available on request.
What I do not do: transaction categorization, bookkeeping advice, tax filing, or document authenticity checks. Conversion and verification only, done carefully.
Convert from:
•
JPG, JPEG
•
TIFF
•
PNG
Work model:
Project-based
Convert to:
XLS, XLSX
•
CSV
Purpose:
Business
Other Virtual Assistant Services I Offer
FAQ
Which banks and formats?
Any US bank. PDF statements, scans or clear photos all work. Output in Excel, CSV, or QuickBooks-ready format.
How do you check accuracy?
Every month is rechecked by calculation: opening balance + deposits − withdrawals = closing balance. A month that does not balance is flagged with the exact difference, never hidden.
Is my financial data safe?
Your files are used only for your order and deleted after delivery. I am happy to sign an NDA, and a free one-page sample lets you test the service before sending full statements.
Can you categorize transactions or import into my QuickBooks?
No. I deliver clean, verified files ready for your bookkeeper. Categorization and tax decisions stay with you or your accountant.
