You will get Financial Data Cleanup | Bank Statement to Excel | Power Query Expert

Project details
Are you buried in a year’s worth of PDF bank statements?
Manually entering data is slow and prone to errors that can cost you time and money during tax season. As a Computer Science professional, I specialize in high-accuracy data transformation. I don’t just "copy-paste"—I use advanced extraction and cleaning techniques to turn your messy PDFs into a structured, audit-ready Excel Master File.
Why choose this project?
100% Accuracy Guarantee: I perform manual reconciliation to ensure every cent matches your bank's closing balance.
Clean & Organized: You receive a professional Excel table with filters, standardized dates, and categorized transactions (Marketing, Rent, Utilities, etc.).
Data Security: I treat your financial information with the highest level of confidentiality and discretion.
Technical Edge: My background in CS allows me to handle complex PDF layouts that standard converters fail to read.
Whether you need a single year consolidated for your accountant or multi-year data for a business analysis, I deliver clean, decision-ready data every time.
Manually entering data is slow and prone to errors that can cost you time and money during tax season. As a Computer Science professional, I specialize in high-accuracy data transformation. I don’t just "copy-paste"—I use advanced extraction and cleaning techniques to turn your messy PDFs into a structured, audit-ready Excel Master File.
Why choose this project?
100% Accuracy Guarantee: I perform manual reconciliation to ensure every cent matches your bank's closing balance.
Clean & Organized: You receive a professional Excel table with filters, standardized dates, and categorized transactions (Marketing, Rent, Utilities, etc.).
Data Security: I treat your financial information with the highest level of confidentiality and discretion.
Technical Edge: My background in CS allows me to handle complex PDF layouts that standard converters fail to read.
Whether you need a single year consolidated for your accountant or multi-year data for a business analysis, I deliver clean, decision-ready data every time.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$45
|
Standard
$95
|
Advanced
$195
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Pages Mined/Scraped | 50 | 150 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$15Frequently asked questions
About Saeed
Excel & Power BI Expert | Automated Inventory & Sales Intelligence
Rawalpindi, Pakistan - 11:36 pm local time
Most businesses don’t lose money because of low sales—they lose it because they can’t see their data clearly. I am a Microsoft Certified Excel Expert with 15+ years of experience in Sales and Distribution. I don't just build dashboards; I build the operational systems that keep your business running smoothly.
I focus on practical reporting systems that help owners make faster decisions — not overly complex dashboards.
How I Help You Scale:
AUTOMATED REPORTING: Save 10+ hours a week. I use Power Query and DAX to turn raw data into instant reports.
INVENTORY INTELLIGENCE: Track daily stock movement, identify hidden losses, and separate "Fast-Moving" from "Dead Stock."
DATA CLEANING & REPAIR: I fix "broken" Excel files, merge duplicates, and structure messy data for clear analysis.
SALES DASHBOARDS: Real-time Power BI visuals to track targets, regional performance, and profit margins.
Why Hire Me?
CERTIFIED EXPERTISE: Microsoft Office Specialist (Excel 365 Expert).
OPERATIONAL VETERAN: 12+ years in Distribution and Sales Management—I understand the "business reality" behind your numbers.
ZERO EXCUSE POLICY: I deliver accurate, reliable systems within days, not weeks.
US-TIMEZONE ALIGNED: I am available during North American business hours for seamless communication.
Core Technical Stack:
Advanced Excel (Power Query/VBA) | Power BI (DAX/Modeling) | SQL | Python | Google Sheets Automation
If your data feels unreliable or overwhelming, click the "Invite" button. Let’s turn your spreadsheets into a system you can actually trust.
Steps for completing your project
After purchasing the project, send requirements so Saeed can start the project.
Delivery time starts when Saeed receives requirements from you.
Saeed works on your project following the steps below.
Revisions may occur after the delivery date.
Data Assessment & Extraction
I will review all uploaded PDF files for clarity and layout consistency. Using secure extraction tools, I will pull the raw transaction data into a structured format to ensure no entries are missed.
Data Cleaning & Standardization
This is where the "magic" happens. I remove duplicate entries, fix text formatting errors, and standardize date formats. If requested, I will categorize each transaction based on your business needs.




