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English
$
USD
I will convert and reconcile bank statements to excel using python
Financial Modeling Expert, AI, ML Driven Solutions
I am a Financial Engineer with a background in finance and computer science. For the past 5 years, I have been offering AI/ML-driven financial solutions and business document intelligence. I build fin...
About this Gig
Struggling with hours of manual work turning messy bank statements into clean, reconciled Excel data?
I'm a Financial Engineer who builds Python and AI-powered automation to solve exactly this. Not just conversion, but verified, audit-ready output you can actually trust.
What you get:
- Bank statements, invoices, and financial records (PDF or scanned) converted into structured Excel
- Full transaction categorization (Sales, Expenses, Bank Charges, Payroll, and more)
- Automated running-balance reconciliation with a built-in variance check
- A Python extraction pipeline built for your specific bank or document format, not a generic template
- Financial modeling and analysis layered on top of the data, if you need it
- Category Summary Dashboard offered as an option in Gig Extra
Why me: B.Sc. Financial Engineering plus hands-on Python development. I don't just move numbers into a spreadsheet; I verify them, the way a financial analyst would.
Message me with a sample document before ordering so I can confirm the exact scope and turnaround.
Cheers!
Financial software:
Other
Industry:
Business services & consulting
•
E-Commerce
•
Real estate
Target country:
Australia
•
Saudi Arabia
•
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
My Portfolio
FAQ
Is my financial data kept confidential?
Yes. All files are handled privately, used only to complete your order, and deleted after delivery unless you request otherwise.
What bank or document formats do you support?
Most bank statement formats, plus invoices and financial records, whether digital PDFs or scanned documents. I write a custom parser in case a bank statement is not supported.
What if the reconciliation doesn't balance?
I flag any discrepancy explicitly rather than forcing the numbers. This usually points to a missing or duplicate entry in the source document, which I'll walk you through.
Can I get the Python script, not just the Excel file?
Yes, included in the Premium package is a reusable script, not a one-time manual job.
What if I have more than 12 months of data or multiple accounts?
Message me with the volume, and I'll send a custom quote. I'm happy to scope larger recurring or multi-account work.
