PDF Balance Sheets to Excel
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I have several PDFs containing company balance sheets and I need the figures lifted out, cleaned, and delivered in Excel. Because the files are financial records, accuracy is non-negotiable—every asset, liability, and equity line must match the source. I want the finished workbook to look ready for presentation, so please apply customized cell formatting: section headers in bold, currency columns with two-decimal precision, subtotals and grand totals calculated with built-in formulas, and a clear separation between current and non-current items.
Feel free to use the tools you are most comfortable with—Adobe Acrobat, Python/Pandas, Power Query, VBA, or dedicated PDF-to-Excel converters—as long as the output is tidy and formula-driven rather than hard-typed numbers.
Deliverables:
• One Excel file containing all extracted balance sheets, fully formatted as described.
• A brief note outlining any assumptions or adjustments made during the cleaning process.
I will provide the PDFs once we start, and I’m available to clarify account names or mapping conventions whenever you need.
Feel free to use the tools you are most comfortable with—Adobe Acrobat, Python/Pandas, Power Query, VBA, or dedicated PDF-to-Excel converters—as long as the output is tidy and formula-driven rather than hard-typed numbers.
Deliverables:
• One Excel file containing all extracted balance sheets, fully formatted as described.
• A brief note outlining any assumptions or adjustments made during the cleaning process.
I will provide the PDFs once we start, and I’m available to clarify account names or mapping conventions whenever you need.
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