Good inputs.
Clear expectations.
Know what to send, what happens next, and what you will receive.
Upload the PDF and identify the tables and fields you need.
Table structure and data types are preserved, with ambiguous entries flagged and agreed totals reconciled.
Receive the workbook and checks, then review any flagged entries before using the data.
Your input checklist
Readable PDF; desired columns; number/date conventions; examples of any totals to reconcile
Include your audience, preferred style, approved facts and the outcome you need. Flag anything that must stay unchanged.
Download the intake worksheet โDelivery you can review.
- Excel workbook
- Source-to-sheet map
- Reconciliation and exceptions report
Download the completed package from your private workspace. The target is five business days after verified payment and complete source material. If the brief needs clarification, we will ask before relying on an assumption.
Room for two refinements.
Send two consolidated revision requests within fourteen days of delivery. Point to the item, explain the change, and include the correct source facts. Requests beyond the agreed scope need a separate agreement.
Outside this package: Handwriting, damaged scans, password recovery, inferred missing values, financial certification.
Your private workspace
Create an account with your email and password, save your brief, then review the scope before paying securely through Stripe. Keep the recovery code shown at signup; it is needed if you forget your password.
You can upload up to ten source files, each up to 8 MB, in XLSX, PPTX, DOCX, PDF, CSV, TXT, EPUB, SRT or VTT format. Send only material you have permission to share. Remove passwords and sensitive personal details.
This package requires a source file before checkout. You review the final work before using, publishing or importing it.
Need to clarify your brief with a person? Contact support. We can bring the business owner into the conversation when human input is needed.