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Fiverr Pro
English
$
USD
I will convert bank statement and invoices to clean excel or csv
B2B Lead Generation, Financial Data Conversion And Excel Specialist
Hi, I am a dedicated Virtual Assistant & Data Specialist helping businesses streamline data workflows.
💼 Core Expertise:
• B2B Lead Generation & Verified Prospect Lists
• Bank Statement & Invoice to...
About this Gig
Got a stack of bank statements, invoices, or receipts sitting in PDF or scanned format?
I will convert and organize your financial documents into clean, structured Excel (.xlsx) or CSV files ready for bookkeeping, tax preparation, or auditing.
SERVICES OFFERED:
Bank & Credit Card Statements to Excel/CSV
Invoices, Receipts & Bills Data Extraction
Clean Transaction Columns (Date, Description, Debit, Credit, Balance)
Multi-Month or Multi-Account Consolidation
QuickBooks, Xero & Accounting-Ready CSV Setup
WHY CHOOSE THIS SERVICE?
Careful Line-by-Line Data Verification
Formula-Checked Balances & Clean Formatting
Express 24-Hour Delivery on Eligible Packages
Strict Data Privacy & Confidentiality
DELIVERABLE FORMATS:
Microsoft Excel (.xlsx) with formulas
Standard / Accounting-Ready CSV (.csv)
Google Sheets
Note: If your document is handwritten, a blurry scan, or unusually complex, please send a sample via message before placing an order.
Send your document now and lets get your financial records organized!
Convert from:
•
XLS, XLSX
•
JPG, JPEG
•
PNG
Work model:
Project-based
•
Weekly assistance
•
Monthly retainer
Convert to:
XLS, XLSX
•
CSV
Purpose:
Business
My Portfolio
FAQ
Q1: Can you convert scanned or photographed documents?
Ans: Yes. I can extract data from both digital and scanned files as long as the text and numbers are readable. For very blurry or handwritten files, please send a sample via message first.
Q2: How do you check for accuracy in calculations?
Ans: I structure the data with Excel formulas and reconcile transaction totals against the starting and ending statement balances to minimize discrepancies.
Q3: Can you merge multiple bank accounts or months into a single spreadsheet?
Ans: Absolutely. I can combine multiple statements chronologically into one unified sheet or organize each month/account into separate tabs based on your preference.
Q4: Is my financial information kept private?
Ans: Yes. All customer documents, account details, and financial records are treated with strict confidentiality and used solely to complete your order.
