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Real before/after spreadsheet work you can open and check.

Three typical jobs, each with the original file, the finished file and what was done. Download them, click into the formulas, and see exactly what you would get. All sample data is fictional (made-up company "Gulf Coast Supply Co.", made-up people).

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Sample 1 - Clean & Convert

PDF bank statement to a categorized, reconciled Excel workbook

Problem: A two-page PDF bank statement (40 transactions, Mar-Apr 2026) that can't be sorted, summed or imported into bookkeeping.

What we did:

  • Extracted every line into a proper table: real dates, separate Debit and Credit columns, running Balance
  • Cleaned the bank's raw text ("POS DEBIT SHELL OIL 5523") into readable descriptions and auto-assigned a category to every row
  • Added a Summary sheet: SUMIFS totals by category and month, plus a running-balance check that confirms the workbook ties to the statement (opening $18,450.00, closing $48,419.47)
  • Excel table formatting and a frozen header row

Turnaround: delivered same day.

Download before (PDF)Download after (XLSX)

Before: first rows of the PDF

DateRaw bank textWithdrawalsDepositsBalance
03/01DEP CUSTOMER PMT HARBOR MARINE LLC5,601.2224,051.22
03/02DEP CUSTOMER PMT BAYOU BUILDERS3,668.8527,720.07
03/03ACH CREDIT MAGNOLIA HARDWARE INV2,756.8530,476.92
03/04CARD SALES SETTLEMENT1,649.5732,126.49
03/05ACH DEBIT GULF POWER UTILITY349.1131,777.38
03/06CHECK 1042 DELTA INDUSTRIAL SUPPLY2,014.6629,762.72
03/07POS DEBIT SHELL OIL 552361.3529,701.37
03/08POS DEBIT HOME DEPOT #2217339.3629,362.01

After: first rows of the Excel table

DateDescriptionCategoryDebitCreditBalance
2026-03-01Customer payment - Harbor Marine LLCSales Receipts5,601.2224,051.22
2026-03-02Customer payment - Bayou BuildersSales Receipts3,668.8527,720.07
2026-03-03ACH credit - Magnolia HardwareSales Receipts2,756.8530,476.92
2026-03-04Card sales settlementSales Receipts1,649.5732,126.49
2026-03-05Gulf Power - electricUtilities349.1131,777.38
2026-03-06Check 1042 - Delta Industrial SupplyInventory2,014.6629,762.72
2026-03-07Shell Oil - fuelFuel & Vehicle61.3529,701.37
2026-03-08Home Depot - suppliesSupplies339.3629,362.01

Preview shows the first 8 of 40 rows. Total debits $23,230.78, total credits $53,200.25.

Clean & Convert: $79 (rush $129)Order thisGet a free quote
Sample 2 - Clean & Convert

Messy CRM export to a deduped, standardized contact list

Problem: A CRM export with 51 filled rows: duplicate contacts, names in ALL CAPS or lowercase, five different phone formats, signup dates in mixed text formats, and blank spacer rows.

What we did:

  • Removed 4 blank rows and merged 11 duplicate contacts (matched on email), leaving 40 unique people
  • Standardized 24 names to Proper Case, trimmed 12 padded names, lowercased emails
  • Rewrote 40 phone numbers to (###) ###-#### and converted 42 text dates into real yyyy-mm-dd dates
  • Added a "Changes log" sheet listing every fix and its count, so nothing changes silently

Turnaround: delivered same day.

Download before (XLSX)Download after (XLSX)

Before: first rows of the export

NameEmailPhoneCompanySignup
Mark Broussardmark.broussard@example.com2285553267Delta CleaningFebruary 12, 2026
Daniel Duplantis daniel.duplantis@example.com228.555.1990Bayou PlumbingJanuary 23, 2026
Brian Broussardbrian.broussard@example.com228.555.2272Harbor Freight Co-op05/01/26
Donna Broussard donna.broussard@example.com228-555-2102Pelican Auto10.02.2026
JASON CORMIERjason.cormier@example.com(228) 555-6082Redfish Grill01/12/26
Anna SavoieANNA.SAVOIE@EXAMPLE.COM2285554252Harbor Freight Co-op04/13/26
Joseph SavoieJOSEPH.SAVOIE@EXAMPLE.COM2285557894Redfish Grill2026-03-04
maria guidrymaria.guidry@example.com2285557287Gulf Breeze RealtyFebruary 20, 2026

After: first rows, cleaned

NameEmailPhoneCompanySignup
Mark Broussardmark.broussard@example.com(228) 555-3267Delta Cleaning2026-02-12
Daniel Duplantisdaniel.duplantis@example.com(228) 555-1990Bayou Plumbing2026-01-23
Brian Broussardbrian.broussard@example.com(228) 555-2272Harbor Freight Co-op2026-05-01
Donna Broussarddonna.broussard@example.com(228) 555-2102Pelican Auto2026-02-10
Jason Cormierjason.cormier@example.com(228) 555-6082Redfish Grill2026-01-12
Anna Savoieanna.savoie@example.com(228) 555-4252Harbor Freight Co-op2026-04-13
Joseph Savoiejoseph.savoie@example.com(228) 555-7894Redfish Grill2026-03-04
Maria Guidrymaria.guidry@example.com(228) 555-7287Gulf Breeze Realty2026-02-20

Preview shows the first 8 rows of each file. Ambiguous dates such as 04.03.2026 are read day-first and flagged in the change notes.

Clean & Convert: $79 (rush $129)Order thisGet a free quote
Sample 3 - Report & Dashboard

Raw order list to a live sales dashboard with charts

Problem: 200 orders in a plain list, with revenue totalled by hand every week.

What we did:

  • Turned the orders into an Excel table with a Revenue formula per row
  • Built a Dashboard sheet with KPI cells (total revenue $94,701, 200 orders, average order $473.51, top region) driven by formulas
  • Added a revenue-by-region-and-month table (SUMIFS) plus a bar chart and a line chart
  • Everything recalculates when new rows are added to the data sheet, so the weekly report is one paste

Turnaround: delivered same day.

Download the dashboard (XLSX)

Before: the raw order list

DateOrderRegionRepProductQtyUnit price
2026-01-03SO-1094DeltaOmar BeaulieuCable ties198.25
2026-01-07SO-1061DeltaCindy HoltMarine rope1624.50
2026-01-07SO-1129PiedmontLena OrtizMarine rope4024.50
2026-01-08SO-1167Gulf CoastRene DuvalMarine rope3724.50
2026-01-09SO-1178DeltaCindy HoltLED lantern838.00
2026-01-10SO-1038Gulf CoastTasha PruittWork gloves512.75
2026-01-10SO-1101MountainPete MarshCable ties78.25
2026-01-12SO-1065MountainPete MarshLED lantern2538.00

After: the Dashboard's region by month table

RegionJanFebMarAprMayJunTotal
Gulf Coast$2,476$2,857$4,343$4,415$3,181$5,963$23,234
Delta$5,094$4,934$4,872$2,870$3,953$3,391$25,114
Piedmont$3,694$3,162$3,394$4,534$4,690$4,164$23,637
Mountain$3,780$4,510$3,511$2,887$4,546$3,481$22,716
All regions$15,044$15,463$16,120$14,706$16,370$16,999$94,701

Preview shows the first 8 orders and the full summary table. The downloadable workbook also contains the KPI cells and both charts.

Report & Dashboard: $199 (rush $299)Order thisGet a free quote

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All sample data is fictional.