Creative services teamProject preview
Overview
The review queue pairs each uncertain row with its source page.
Current result98.2% confirmed
01Pages retainedReady02Totals balancedReady03Export preparedReady
Creative services team
PDF or bank statement to Excel
Convert structured document data into a usable spreadsheet with reconciliation checks.
Completed projects
Select a project to view its workflow and result.
XStatement Conversion RegisterSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
D4fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2386 rows extractedReadyA. Chen1,284
37 items reviewedReviewM. Ortiz17
4$0.00 differenceReadyS. Patel98.7%
5
Control result$84,220.1 matched
OverviewInputsReview queue+
Professional services team
Statement Conversion Register
Converted authorized statements into an organized transaction workbook.XReceipt Archive IndexSaved just now
FileHomeInsertDataView
↶↷Calibri 11BI◇
D3fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Dates organizedReadyA. Chen1,284
3Vendors groupedReadyM. Ortiz17
4Missing fields flaggedReadyS. Patel98.7%
5
Current result639 documents linked
OverviewDataReview queue+
Renovation services team
Receipt Archive Index
Turned document folders into a searchable expense record with source links.Result
An organized Excel output, exception record, and source-to-output control totals.
What’s included
Table extraction
Structured workbook
Reconciliation checks
Important limits
Preparation only. This does not include bookkeeping, tax filing, audit, or financial advice.