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Fiverr Pro
English
$
USD
I will convert pdf bank statements to clean excel or CSV
20 plus years in bookkeeping, canadian tax returns, business building, business administration, writing, social media marketing etc. I get the job done and done right.
About this Gig
Need your bank statements turned into a clean, usable spreadsheet?
I will convert your PDF bank statements into organized Excel or CSV files that are easy to review, reconcile, categorize, or use for bookkeeping and tax preparation.
As an experienced bookkeeper, I understand that simply extracting text is not enough. The transactions need to be structured properly so the spreadsheet is actually useful.
Your file can include:
- Date
- Transaction description
- Debit
- Credit
- Balance, where available
- Clean and consistent formatting
- Multiple statement pages combined into one organized file
- Excel or CSV delivery
I can work with statements from Canadian, U.S., and other banks. Native PDF statements are ideal. Scanned or image-based statements may also be possibleplease message me first so I can review the quality.
Great for: catch-up bookkeeping, tax preparation, reconciliations, transaction reviews, accounting records, and cleaning up old financial files.
Your financial information will be treated as confidential.
Have several months or a large file? Send me a message and I can provide a custom quote.
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FAQ
Do you accept scanned bank statements?
Yes, but please contact me before ordering. Scanned, damaged or poor-quality statements may require additional processing.
Will you categorize or reconcile my transactions?
No. This gig is for converting and organizing statement data into Excel or CSV. Bookkeeping, reconciliation and transaction categorization can be discussed separately.
Is my financial information confidential?
Yes. Your documents and financial information are treated as confidential and used only to complete your order.
