I will convert bank statement pdfs to clean, reconciled excel spreadsheets
Credit Risk Consultant FRM
About this Gig
Struggling with bank statements, invoices or reports locked inside PDFs?
I convert them into clean, accurate Excel files you can use straight away. Every transaction lands in proper columns (date, description, debit, credit, balance), with no merged cells, broken rows or text-formatted numbers.
What makes this different: every delivery is RECONCILED
I check that opening balance + credits debits = closing balance, row by row. If the numbers don't tie out, I find out why before you ever see the file.
What you get:
Clean transaction table (Excel / CSV / Google Sheets)
Multi-line descriptions merged correctly
Consistent dates and real numeric amounts
Reconciliation check sheet
Standard & Premium: transaction categories + monthly income/expense summary
Premium: charts and a one-page summary report
Done by an FRM-certified credit risk consultant. Great for accountants, bookkeepers, loan applications and small businesses.
Please message me BEFORE ordering with a sample page so I can confirm the format and the price.
Your files are kept confidential and deleted after delivery.
My Portfolio
FAQ
Which banks do you support?
Most banks worldwide. As long as the PDF is text-based (you can select the text), I can convert it. Scanned statements are possible too: please message me first.
How do you make sure the data is correct?
I reconcile every file: opening balance + credits − debits must equal the closing balance, checked row by row. You get the reconciliation sheet with your delivery.
Do you use AI or automation tools?
Yes. I use Python scripts and AI-assisted tools for speed, and every output is reconciled and reviewed before delivery. If you'd prefer no AI tools, tell me before ordering.
Is my data safe?
Your files are used only for your order and deleted after delivery. I never share them.
Can you categorise transactions with my own categories?
Yes. Send me your category list (or your chart of accounts) and I'll use it.

