You will get your PDF Bank Statements or Invoices converted into a clean Excel file
Project details
Need to turn a static PDF bank statement, invoice, or report into a fully functional, editable Excel spreadsheet?
I specialize in high-accuracy Financial Data Conversion.
Unlike automated online converters that leave you with broken formatting and messy text, I deliver clean, analysis-ready data. I ensure that dates are formatted correctly, currency columns are sortable, and—most importantly—the math balances.
Why choose this project?
Financial Accuracy: I perform a sum-check on every file to ensure the Excel totals match your PDF exactly.
Scanned File Support: I use advanced OCR (Optical Character Recognition) to extract data even from scanned images or photos.
US-Based Service: I am located in Florida, offering secure, confidential handling of your sensitive documents and easy communication in your time zone.
Perfect for:
Converting 12 months of Bank Statements for analyzing.
Digitizing paper invoices for QuickBooks/Xero import.
Extracting tables from annual reports.
Order now, and I will have your clean Excel file ready as soon as possible.
I specialize in high-accuracy Financial Data Conversion.
Unlike automated online converters that leave you with broken formatting and messy text, I deliver clean, analysis-ready data. I ensure that dates are formatted correctly, currency columns are sortable, and—most importantly—the math balances.
Why choose this project?
Financial Accuracy: I perform a sum-check on every file to ensure the Excel totals match your PDF exactly.
Scanned File Support: I use advanced OCR (Optical Character Recognition) to extract data even from scanned images or photos.
US-Based Service: I am located in Florida, offering secure, confidential handling of your sensitive documents and easy communication in your time zone.
Perfect for:
Converting 12 months of Bank Statements for analyzing.
Digitizing paper invoices for QuickBooks/Xero import.
Extracting tables from annual reports.
Order now, and I will have your clean Excel file ready as soon as possible.
Data Tool
Microsoft ExcelWhat's included
| Service Tiers |
Starter
$25
|
Standard
$75
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 3 days |
Number of Revisions | Unlimited | Unlimited | Unlimited |
Number of Pages Mined/Scraped | 10 | 50 | 150 |
Number of Sources Mined/Scraped | 1 | 5 | 10 |
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JG
John G.
Jan 20, 2026
Excel Database Creation for Word Game
Carlos was a pleasure to work with and completed the assigned task thoroughly and quickly.
About Carlos
Excel & Google Sheets Automation | Data Cleanup & Reporting
Cutler Bay, United States - 7:17 am local time
I specialize in turning raw or poorly structured data into clean, structured spreadsheets and automated reports—whether the source is CSVs, PDFs, websites, or existing Excel / Google Sheets files.
What I help with:
Excel & Google Sheets data cleanup and restructuring
Automating reports using Power Query, formulas, and Apps Script
Removing duplicates, fixing inconsistent formats, and validating data
Creating summaries, performance indicators, and decision-ready reports
Building repeatable workflows that reduce manual work
I work with real-world datasets, not just examples—handling large tables, messy single-column data, and ongoing updates that need to refresh correctly.
Tools I use (as needed, not over-engineered):
Excel (advanced formulas, Power Query, pivots)
Google Sheets (formulas, automation, Apps Script)
Python (used selectively for automation or validation with AI assistance)
I focus on clarity, documentation, and reliability so your spreadsheet doesn’t break the next time data is added. If you need clean data, accurate reporting, or automation that actually sticks, I can help.
Steps for completing your project
After purchasing the project, send requirements so Carlos can start the project.
Delivery time starts when Carlos receives requirements from you.
Carlos works on your project following the steps below.
Revisions may occur after the delivery date.
File Review & Setup Description
I review your PDF to assess image quality and determine the best extraction method (OCR or direct parsing) to ensure 100% text recognition.
Data Extraction & Formatting Description
I convert the data into Excel, ensuring that dates are properly formatted, numbers are stored as values (not text), and columns align perfectly with your source document.