I will extract kyc and banking data from pdfs into excel or CSV

Need KYC or banking data extracted from PDFs into clean Excel sheets? Youre in the right place.

I specialize in turning messy financial PDFs (KYC forms, bank statements, loan profiles, salary slips, onboarding docs, etc.) into structured spreadsheets ready for CRM, underwriting, loan processing, and financial analysis.

What I deliver:

Accurate extraction (no formatting loss)

Proper columns + validated fields

Consistent data types (dates, amounts, IDs)

Sorted and filterable sheets

Optional CSV format + folder organization

Types of documents I handle:

KYC forms

Bank statements

Account summaries

Ledger & financial docs

Loan onboarding files

Employment docs

Residency & ID documents

Why this matters:

Financial teams waste hours manually re-entering data from PDFs. I remove that bottleneck so your team can focus on closing loans, verifying eligibility, or onboarding faster.

Tools & skillset:

Excel + CSV formatting

Text + table extraction

OCR for scanned PDFs

Validation & normalization

Bulk processing

Who I work with:

Finance companies

Loan agents

NBFCs

KYC operations teams

Underwriting teams

Accounting firms

File security:

All files remain confidential and are deleted.