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Level: EssentialDocuments and OCR

Data extraction from PDFs and bank statements to Excel, with totals checked

Send PDFs, statements and invoices and get Excel or CSV back within 48 hours, with the sum of the rows checked against the document's printed totals.

01The problem

Bank statements, invoices and reports arrive as PDFs, and someone spends hours copying rows into a spreadsheet, with typos and totals that don't add up.

02How we solve it

A script reads the PDF (text-based or scanned), builds the spreadsheet in the layout you need and checks the sum of the rows against the totals printed on the document. Anything that doesn't add up shows in an issues report instead of moving on with errors.

03How it works

01Send the batch02Extraction03Totals checked04Delivery
  1. Send the batch

    You send the PDFs, text-based or scanned, and the spreadsheet layout you need.

  2. Extraction

    A script reads each page and builds the rows in the agreed layout.

  3. Totals checked

    The sum of the rows is compared with the printed totals per page and per document.

  4. Delivery

    You get the spreadsheet and the issues report, and the files are deleted afterwards.

The highlighted step is the check: anything that fails the rules goes back for review instead of moving on.

04What changes in practice

  • A ready spreadsheet within 48 hours. Statements, invoices and reports become Excel or CSV with no typing.

  • Totals that add up. The sum of the rows is checked against the totals printed on the document.

  • Issues in plain sight. Pages with doubtful readings show up in a report instead of slipping through.

05What you get

  • Excel or CSV spreadsheet in the agreed layout
  • Total checks per page and per document
  • Report of pages with issues
  • Files deleted after delivery

06How the pilot works

Scope
A batch of up to 100 pages of the same document type (for example, statements from one bank)
Timeline
24 to 48 hours

What we measure

  • rows extracted without manual fixes
  • totals checked
  • turnaround time

Metrics are agreed before we start. With the numbers in hand, you decide whether to move to production.

07Pricing

Pricing

Custom quote per batch

Billing: per batch or as a monthly page package.

Every project is quoted in writing after a free assessment, in US dollars or euros.

Entry offer

Up to 100 pages converted and checked

from US$ 60

Timeline: 48 hours

  • Standardized Excel/CSV
  • Total checks
  • Report of pages with issues

Starting price for the scope described. Larger volumes and extra integrations go into the proposal, always in writing before work starts.

Entry offer

Monthly package, up to 500 pages

from US$ 100

Timeline: monthly

  • Conversions with totals checked
  • 48-hour turnaround per batch

Starting price for the scope described. Larger volumes and extra integrations go into the proposal, always in writing before work starts.

Entry offer

Monthly package, up to 1,500 pages

from US$ 200

Timeline: monthly

  • Conversions with totals checked
  • 24-hour turnaround per batch
  • Monthly problem report

Starting price for the scope described. Larger volumes and extra integrations go into the proposal, always in writing before work starts.

08Who it's for

  • Accounting firms that receive bank statements as PDFs
  • Finance and admin teams that retype reports
  • Retailers and service businesses with invoices and statements in bulk

Industries where this service comes up most:

09Frequently asked questions

How much does it cost to convert PDF bank statements to Excel?

Every project is quoted after a free assessment, based on scope, volume and the systems involved. To start with a fixed scope, the “Up to 100 pages converted and checked” offer starts at US$ 60 and takes 48 hours. You get a fixed-price proposal in writing before any work starts.

How soon do I get the spreadsheet?

The pilot takes 24 to 48 hours. Typical scope: a batch of up to 100 pages of the same document type (for example, statements from one bank).

Does it work with scanned PDFs?

Yes. Scanned PDFs go through OCR before extraction; pages with doubtful readings show up in the issues report for review.

What happens to my files?

They are used only for the conversion and deleted after delivery. If you need one, we sign a confidentiality agreement before you send anything.

Which banks and documents are accepted?

Statements, invoices and reports in PDF from any source. Each batch holds one document type, so the spreadsheet layout is the same on every page.

Who builds it

Osney A. de Souza

AI engineer · Joinville, Brazil

Five years of software development and AI systems in production. The person who handles your project is the one who designs it and writes the code.

  • Runs an AI-assisted audit platform in production, backed by thousands of automated tests
  • License plate recognition with deep learning for large-scale video monitoring
  • Software Engineering student (Univille, expected 2027)

Free assessment

Let's see if this fits your case

Tell us how the process works today, the rough volume and the systems involved. If it makes sense, you'll get a pilot proposal with scope, timeline and metrics.

Send an emailjuniorthesouza017@gmail.com Message on WhatsApp(47) 98864-2296

Tell us about the process, the rough volume and the systems involved. You'll hear back from the engineer who would build it.

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