Bank statement data conversion
Convert bank and credit-card statements to reviewed Excel, CSV, or QIF data.
More than a raw document export
Troppe Financial Data Services converts digital PDFs and scanned bank or credit-card statements into structured transaction data. Each project follows an agreed field layout and output format.
Transaction schedules can include date, description, debit, credit, amount, and account fields. Uncertain entries are placed on an exception schedule, and delivered totals are checked against the source statements.
The result is prepared source data for your professional workflow. It is not bookkeeping, account reconciliation, transaction categorization, tax work, legal analysis, or financial advice.
- Excel transaction schedules
- CSV transaction data
- Quicken/QIF import files
- Exception schedules
- Reconciliation summaries
Project scope
What affects the written quote?
Statement count
Standard monthly statements are priced at $30 each, subject to a $250 project minimum.
File quality
Digital PDFs, clean scans, difficult scans, missing pages, and mixed layouts can require different preparation effort.
Requested output
The fields, file type, account structure, and any import-file requirements are defined in writing.
Deadline
A delivery schedule is confirmed after the batch and sample file quality are understood.
Get a written next step
Describe the batch without attaching financial records.
Include the approximate accounts, months, file type, output, and deadline. Jonathan will respond directly with the next scope step.