PDF → Structured Data Extraction
Convert complex PDFs into clean, structured CSV/JSON formats. Ideal for brokerage statements, bank statements, invoices, and financial reports.
Pricing: $150–$400 per document · $50–$100/hr for ongoing automation
I build data automation and extraction solutions for advisors, financial professionals, and small businesses. If you work with PDFs, spreadsheets, or repetitive data tasks, I can turn them into clean, automated workflows.
Convert complex PDFs into clean, structured CSV/JSON formats. Ideal for brokerage statements, bank statements, invoices, and financial reports.
Pricing: $150–$400 per document · $50–$100/hr for ongoing automation
Custom automation tools that eliminate repetitive tasks and streamline operations, from report generation and file processing to data cleanup and recurring workflows.
Pricing: $75–$150/hr · Projects typically $500–$2,500
Standardize holdings, transactions, fees, and performance data across multiple sources so reporting and analysis become consistent and reliable.
Pricing: $100–$200/hr · Projects typically $1,000–$5,000
Custom dashboards for financial reporting, business analytics, and operational visibility using Python, Excel, or Google Sheets.
Pricing: $500–$3,000 per dashboard · $75–$150/hr for updates
Connect systems, automate data movement, and build reliable pipelines that keep your data flowing cleanly between tools and platforms.
Pricing: $100–$200/hr · Projects typically $2,000–$15,000
Small, targeted tools that solve specific problems: CSV cleanup utilities, PDF splitters, data validators, converters, and other focused utilities.
Pricing: $250–$2,000 per tool
If you have a specific problem in mind—or you’re not sure where to start—reach out and we can talk through it.
Email: [email protected]