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I’m looking for a detail-minded virtual assistant to take ownership of my raw financial spreadsheets and turn them into clean, well-organized data I can trust. The files include bank transactions, expense reports, and a few scattered CSV exports from payment platforms. Your job is to spot and remove duplicates, correct obvious entry errors, standardize date and currency formats, and group everything under the chart-of-accounts structure I’ll share. Excel and Google Sheets will be our primary tools; if you’re comfortable with simple formulas, filters, and pivot tables, you’ll move quickly. I’ll provide the current folders in Google Drive, naming conventions, and a short screencast that walks through the workflow. Once a batch is finished, you’ll send back a reconciled sheet plus a brief summary of the changes made so I can sign off before you tackle the next file. Accuracy is critical because these numbers feed directly into my quarterly reports. I’m aiming for an error rate below 1 %, consistent labeling, and a turnaround time of two business days for each 2,000-row batch. If that sounds manageable, let’s get started right away—I have the first set ready to upload.
Project ID: 40694959
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Active 5 days ago
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73 freelancers are bidding on average $18 USD/hour for this job

Hi There, I have strong experience with **financial spreadsheet cleanup, Excel/Google Sheets, bank transaction reconciliation, CSV consolidation, duplicate removal, and chart-of-accounts categorization**. I can process each 2,000-row batch within **two business days**, standardize dates and currencies, correct inconsistencies, reconcile totals, and use formulas/PivotTables where helpful. I’ll also provide a short change summary with each completed batch. Accuracy is my priority, and I’m ready to start with your first batch immediately.
$15 USD in 40 days
8.7
8.7

Hi there! My name is Usman and I'm thrilled about the opportunity to help you clean up and organize your financial records. With an extensive background encompassing all aspects of accounting and a knack for data analysis, I'm confident in my ability to deliver error-free, insightful information on time, every time. Throughout my career, I've become not only familiar but exceptionally skilled with Excel and Google Sheets, utilizing their formulas, filters, and pivot tables to streamline processes and provide accurate results. As a voracious learner, I'm adept at quickly adapting to new tools and technology so that your specific folder structures in Google Drive will present no obstacle for me. One thing I always prioritize is accuracy. Knowing the scope of your project entails that any errors could have significant consequences. Therefore, exceeding your expectation of an error rate below 1% is definitely my goal. Not only will I perform the necessary tasks exactly as required, but I'll also provide you with detailed summaries as you've requested. Let's get started - together we'll elevate your accounting game starting with turning your raw financial spreadsheets into the clean well-organized data you need to make informed business decisions.
$25 USD in 40 days
8.2
8.2

Hi There! I specialize in financial data cleanup and Excel/Google Sheets with 9+ years of experience, and I can turn your raw bank transactions, expense reports and CSV exports into accurate, consistently structured records. I’ll remove duplicates, correct obvious errors, standardize dates/currencies, categorize transactions using your chart of accounts, and use formulas, filters and pivots where useful. Each 2,000-row batch will be carefully checked and returned with a reconciled sheet plus a concise change summary, targeting your <1% error requirement and 2-business-day turnaround. Would you like me to start with the first 2,000-row batch so we can confirm the cleanup and categorization rules before processing the remaining files?
$20 USD in 40 days
7.4
7.4

Hi there, I understand you need your raw bank transactions, expense reports, and payment-platform exports transformed into clean, reconciled financial data that is accurate enough to feed directly into quarterly reporting. I’m confident I can build a consistent, repeatable cleanup process that keeps your error rate below 1% while meeting the two-business-day turnaround for every 2,000-row batch. My approach is to first consolidate and review each source, identify duplicates and obvious entry errors, standardize dates, currencies, descriptions, and formats, and map transactions to your supplied chart of accounts. Next, I’ll use Excel/Google Sheets formulas, filters, validation checks, and pivot tables to reconcile totals, verify categorization, flag anomalies, and ensure no financial data is lost or altered during cleanup. Finally, I’ll return the reconciled sheet with a concise summary of duplicates removed, corrections made, categorization applied, and any exceptions requiring your review, while maintaining the same rules and naming conventions across future batches. Do you already have transaction-to-account mapping rules, or should I establish the mapping from your chart of accounts and existing examples? I’m ready to start immediately. Warm Regards, Aneesa.
$15 USD in 40 days
7.2
7.2

I am an ACCA, APA and MBA finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience with advance use of excel and various book keeping softwares. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$20 USD in 40 days
6.9
6.9

Hello, I can turn your raw bank transactions, expense reports, and payment-platform CSVs into clean, reliable financial data aligned with your chart of accounts. I’ll remove duplicates, correct obvious entry errors, standardize dates and currencies, categorize transactions consistently, and use formulas, filters, and pivot tables where helpful. Each completed batch will include a reconciled spreadsheet and a concise change summary for your review before proceeding. I can work within your Google Drive folders, follow your naming conventions and screencast, and maintain the accuracy required for quarterly reporting. A two-business-day turnaround for each 2,000-row batch is manageable, subject to the condition and complexity of the files. Please upload the first batch along with the chart of accounts and workflow instructions so I can begin. Best regards, Ayaz Akhtar
$20 USD in 20 days
6.8
6.8

As an experienced professional with a diverse skill set, I bring to the table the expertise your project demands. I've worked extensively with data analysis, management, processing, and data entry, all of which are crucial to the task at hand. My background suits me well for this position as a Financial Records Cleanup Specialist because not only can I effectively navigate through raw financial spreadsheets but I also have keen eye for details which is invaluable for spotting and removing duplicates and correcting entry errors. Moreover, my proficiency with Excel and Google Sheets combined with knowledge in working with simple formulas, filters, and pivot tables make me well-equipped to swiftly transform your data into clean and organized information. Additionally, my ability to communicate effectively and provide clear documentation as well as update you on significant changes made demonstrates my commitment to maintain accuracy throughout the project. Lastly, having managed multiple technical projects in the past, I understand the significance of consistent labeling and accurate data for reliable quarterly reports. My focus is not only to perform the tasks assigned but to provide solutions that ensure improved operation in the long term. Let's collaborate so we can ensure a successful project that meets your objectives and stays within the turnaround time you require!
$20 USD in 40 days
5.5
5.5

Hi, I got that you are looking for a detail-minded virtual assistant to clean up your financial spreadsheets, focusing on bank transactions, expense reports, and CSV exports. This is what I can help you with, let's chat. My approach is to utilize Excel and Google Sheets efficiently, employing advanced formulas, filters, and pivot tables to ensure accurate and well-organized data. By standardizing formats and removing duplicates, I will deliver clean, error-free reports that align with your chart-of-accounts structure. The key outcome you can expect is a significant reduction in errors, improved data integrity, and streamlined financial records management. I will ensure every batch is thoroughly reconciled and provide detailed summaries for your review. As final deliverables, you will receive meticulously cleaned financial spreadsheets with standardized formats and accurate data ready for your quarterly reports. One thing I'd like to confirm before we start: Are there any specific criteria for grouping transactions under the chart-of-accounts structure? Let's discuss how I can assist you in achieving your financial records cleanup goals. Regards, Imran
$15 USD in 40 days
5.0
5.0

Hello, I see you're looking for someone to help clean up your financial spreadsheets and ensure everything is organized and accurate. My approach would involve carefully reviewing each file, identifying duplicates, correcting any mistakes, and standardizing formats as per your chart of accounts. By using Excel and Google Sheets efficiently, I can streamline the data cleaning process while maintaining a high level of accuracy. With a keen eye for detail and experience in data processing, I understand how crucial it is for your numbers to be precise since they impact your quarterly reports. I’m comfortable with formulas and pivot tables, which will help me manage the data effectively. I’m ready to dive into the first batch and ensure you have reliable data you can trust. Best regards, Muhammad Arshman
$20 USD in 40 days
4.5
4.5

I have good experience in using filter, queries and advanced formulas in google sheets to organize the data. I am ready to work on the preject. Could you please message me in chat. Thank you.
$20 USD in 40 days
4.6
4.6

Hi, I can clean each 2,000-row batch within two business days: remove duplicates, standardise dates and currencies, map entries to your chart of accounts, reconcile totals and return a short change summary. I’ll work on copies and flag unclear transactions instead of guessing. My rate is $25/hour.
$25 USD in 20 days
4.5
4.5

Hello, cleaning raw financial spreadsheets is really about getting trustworthy records ready for reporting without hidden duplicates or format drift. I work regularly with Data Analysis, Data Processing, and Excel, which fits closely with what you’re trying to accomplish. I’d start by reviewing your Google Drive folders and the screencast, then handle duplicate removal and date/currency standardization in a structured way, testing formulas, filters, and pivot tables as I go rather than leaving validation until the end. The goal would be to deliver a reconciled sheet that is accurate and consistently labeled. I can begin right away and should have this completed within two business days per 2,000-row batch. One thing I’d like to confirm before starting: should I map every row strictly to the chart-of-accounts structure, or flag ambiguous transactions for your review first? Best regards, Miguel
$25 USD in 10 days
4.1
4.1

Hello! I accept the challenge of 2 days with 100% accuracy. With over 10 years of experience in the field, I am confident that I have the skills and expertise to be your ideal Financial Records Cleanup Specialist. Throughout my career, I have worked with large datasets, meticulously organizing and managing financial information. From my advanced Excel and Google Sheets proficiency to my ingrained focus on data integrity, I am confident in delivering accurate and well-organized results that can be trusted. What sets me apart is my dedication to efficiency without compromising on quality. Your project requires not just quick processing but also a keen eye for reconciliation and error spot, which aligns with my core strengths of attention to detail. I understand the absolute non-negotiable nature of this task for your quarterly reports, which is why I guarantee an error rate under 1%. You can rely on me to meet the turnaround time of two business days for each batch. I am also greatly customer-centric, communicating clearly and efficiently while maintaining confidentiality. Your project data will always remain secure in my hands. My focus on impactful outcomes combined with your chart-of-accounts structure and guidance will ensure an organized financial system you can count on. Let's bring order to your financial spreadsheets and boost the accuracy of your reports!
$15 USD in 40 days
4.1
4.1

Hi, I’m a detail-oriented finance professional with strong experience in Excel, Google Sheets, reconciliations, and financial data. I can accurately clean, de-duplicate, standardize, and categorize your transaction data while maintaining consistent records. I’m highly focused on accuracy and can meet your 2-business-day turnaround for 2,000-row batches. I’m available to start immediately and would be happy to handle the first batch. Let’s get started!
$20 USD in 40 days
3.8
3.8

Your financial data should be clean, consistent, and report-ready—not something you have to second-guess. I can take ownership of your raw bank transactions, expense reports, and payment-platform exports and turn them into a reliable, reconciled dataset. Thank you for considering my proposal. I have gone through the requirements in detail. I’ll handle duplicate detection, obvious error correction, date/currency standardization, chart-of-accounts classification, and structured Excel/Google Sheets organization. I’ll use formulas, filters, pivot tables, and validation checks to maintain accuracy while preserving your source data. For each 2,000-row batch, I’ll provide the cleaned/reconciled file along with a concise change summary for your review and sign-off, targeting your <1% error requirement and two-business-day turnaround. I have uploaded samples similar to the project completed earlier in my profile. With 10+ years of experience as a Chartered Accountant (ICAI) and CPA, I bring strong financial-data accuracy and reconciliation discipline. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Regular updates related to the project ✅ Timely delivery ✅ 100% commitment to project completion I’m ready to start with your first batch immediately.
$18 USD in 5 days
3.6
3.6

Hi, I can clean and organize your raw financial spreadsheets, including bank transactions, expense reports, and CSV exports, with careful duplicate removal, format standardization, and chart-of-accounts grouping. The best solution is to first review your Google Drive folder structure, naming rules, chart of accounts, screencast workflow, and sample batch. Then I’ll clean each file by removing duplicates, correcting obvious entry errors, standardizing dates/currencies, grouping transactions properly, and reconciling the final sheet before submission. I’m comfortable with Excel, Google Sheets, financial data cleanup, bank transaction review, payment platform CSVs, duplicate checking, formulas, filters, pivot tables, date/currency formatting, account categorization, and batch-based reporting. Deliverables will include: * Clean reconciled spreadsheet * Duplicate removal * Date and currency standardization * Error correction * Chart-of-accounts grouping * Consistent labels/categories * Formula/filter checks * Pivot-style review if needed * Batch summary of changes * Two-business-day turnaround per 2,000 rows I’ll focus on accuracy, consistency, and clear reporting so your financial records are reliable for quarterly reports and each batch is easy to review before moving to the next file. Best regards Ankit
$15 USD in 40 days
3.4
3.4

Hi, I can help clean, organize, and reconcile your financial spreadsheets with a strong focus on accuracy. I have extensive experience with Excel, Google Sheets, CSV data, formulas, filters, pivot tables, and large datasets. I can remove duplicates, correct obvious errors, standardize dates/currencies, and categorize transactions according to your chart of accounts. I understand your <1% error-rate requirement** and can comfortably handle 2,000-row batches within two business days. I’m detail-oriented, reliable, and ready to start with your first batch immediately. Best regards, Alex
$20 USD in 40 days
2.7
2.7

As a CA finalist with 4 years of experience, data analysis, and virtual assistance capabilities are areas in which I excel. Handling financial data, organizing them meticulously and adhering to a strict chart-of-accounts structure aligns ideally with my skill set. My experiences with Appfolio, Quickbooks and MYOB have given me an adept knowledge of financial management. Besides, I am proficient in Excel and Google Sheets, able to work efficiently with formulas, filters, and pivot tables. Meeting your expectations is my priority. Having handled various bookkeeping tasks by maintaining an error rate below 1%, consistent labeling, and ensuring timely delivery within high-pressure situations has prepared me excellently for this project. Additionally, I have an impressive turnaround time which allows for precise cleaning up of numbers whilst ensuring accuracy. Each batch assigned to me will be diligently reviewed and reconciled as per your requirement before sending back to you. Moving forward with me on this project not only grants you abundant experience but also the peace of mind that your critical financial information is in secure hands. Being meticulous is my second nature; I am looking forward to adding value to your quarterly reports by transforming raw financial spreadsheets into trustworthy sets of well-organized data. Let's get started!
$15 USD in 40 days
2.6
2.6

THIS IS A GREAT MATCH. I have just handled a similar project for a small business, cleaning up their financial records and ensuring accuracy. You need a reliable system to manage your financial data with minimal errors, allowing you to trust your reports completely. I’ll ensure duplicates are removed and all formats are standardized. Keeping your chart-of-accounts structure in mind will streamline the process. The workflow will be clear, and I’ll communicate changes effectively, making everything easy for you to review. MESSAGE ME, I WILL GIVE YOU THE HONEST VERSION FIRST. Regards, Stefan.
$15 USD in 7 days
2.5
2.5

Hi, ➡️ I read your project description, you need someone who can turn raw financial spreadsheets and CSV exports into clean, accurate, and consistently organized records without introducing errors. I have 6 years of experience in data entry, data cleansing, Excel, Google Sheets, and data management. I will carefully remove duplicates, correct obvious inconsistencies, standardize dates/currency formats, and organize transactions according to your chart of accounts. My workflow will be: review your structure and screencast → clean and categorize each batch → use formulas, filters, and checks to verify the data → reconcile the completed sheet → provide a brief summary of all changes made. I understand these records feed into quarterly reports, so I will prioritize accuracy and flag anything unclear rather than guessing. I’m available to start immediately. If you share the first 2,000-row batch, I can begin right away. Warm Regards, Muhammad
$15 USD in 40 days
1.9
1.9

Louis Trichardt, South Africa
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