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Fiverr Pro
English
$
USD
I will clean bank statements, match transactions and identify discrepancies
Banking Virtual Assistant and Financial Administrative Support
provide reliable banking and financial administrative support for individuals, entrepreneurs, and businesses. I can assist with bank account setup guidance, financial document organization, loan docum...
About this Gig
Are your bank statements messy, difficult to understand, or full of unmatched transactions?
I will clean, organize and analyze your bank statement data so your financial records are easier to review and ready for bookkeeping or accounting.
My bank statement cleanup and transaction analysis service includes transaction matching, data cleaning, transaction categorization, duplicate transaction checks, missing transaction identification and discrepancy reporting. I can work with Excel, CSV and properly provided PDF bank statements and convert messy transaction data into a clear, organized spreadsheet.
You will receive a professional Excel/CSV file with organized bank transactions, categorized records, matched or unmatched transactions, identified discrepancies and a clear summary of findings.
This service is ideal for small businesses, freelancers, entrepreneurs, bookkeepers and anyone who needs help organizing financial transaction records.
I focus on accuracy, confidentiality and clear reporting.
Please contact me before ordering if your statement has a large number of transactions or requires a custom reconciliation.
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.
FAQ
What do you need to start the bank statement cleanup?
I need your bank statement or transaction file in PDF, CSV or Excel format, plus any existing transaction list you want me to compare. Please remove passwords, login information, PINs and other sensitive credentials.
Can you identify unmatched transactions?
Yes. I can compare transaction records and identify unmatched, duplicate, missing or inconsistent entries and present them in a clear discrepancy report.
Can you categorize bank transactions?
Yes. I can organize transactions into agreed categories such as income, operating expenses, transfers, fees and other appropriate categories based on the information you provide.
Can you convert a bank statement to Excel?
Yes. If the supplied statement is readable, I can organize its transaction data into a structured Excel or CSV spreadsheet.
Do you provide bank reconciliation?
I provide transaction matching and discrepancy analysis as part of the service. For complex accounting reconciliation, please contact me first so I can confirm the scope.
