Spreadsheet tools
Most spreadsheet chores aren't hard, just slow: copying rows between files, hunting for the customer who appears twice, working out what changed since last month's version.
These tools read Excel and CSV files on your own computer and hand back a file you can open in Excel or Google Sheets.
Turn a PDF bank or card statement into rows you can sort, filter and reconcile, checked against its balances.
You bring: PDF statement. You get: Excel or CSV
Stack several files into one sheet, even when their columns are in a different order.
You bring: Two or more files. You get: One combined file
Find repeated rows by the columns you choose and keep one of each.
You bring: A list in Excel or CSV. You get: The list, deduplicated
See which rows were added, removed or changed between two versions of a sheet.
You bring: Old and new version. You get: Differences, highlighted
Break one sheet into separate files by a column such as State or Sales rep, or by row count.
You bring: One Excel or CSV file. You get: One file per group
From a PDF statement to a clean report
Each tool works on its own, and each one hands its file straight to the next.
The month's statement arrives as a PDF. Turn it into rows.
Add those rows to the sheet that holds the rest of the year.
Drop the transactions that were already in both files.
Check the result against your bookkeeper's copy to see what doesn't match.
Send each account owner a file with only their rows.