Clients send messy CSVs every month. Turn the next one into a cleanup packet.
Upload a client transaction export and preview duplicates, messy merchant names, formatting issues, and rows that may need client follow-up before month-end or import.
Drop a client CSV or spreadsheet export, or browse
Works with CSV and spreadsheet exports from banks, payment processors, expense trackers, and client-provided transaction lists.
Tip: upload the actual spreadsheet file, not Excel temporary files that start with ~$.
Free preview. No login. Pay only if the cleanup packet helps.
On mobile, screenshots and CSVs work best. Larger Excel files are easier from desktop.
Not ready to upload? See a Sample Cleanup
Your file stays private. View security details
$9.99 one-time early test price
Preview is free. Unlock the Client CSV Cleanup Packet for $9.99. Coming soon: monthly cleanup packet plans for bookkeepers who process messy client files every month.
Preview the cleanup issues before you pay
See what the packet can flag before unlocking the cleaned file and full cleanup report.
- Possible duplicate transactions
- Suggested categories for review
- Messy or inconsistent merchant names
- Blank or unclear fields
- Date, amount, and formatting issues
- Rows that may need client follow-up
- Possible transfers, refunds, or reimbursements
- Preview of the cleanup report
Download the Client CSV Cleanup Packet
Unlock a cleaner client CSV plus a report that shows what was found, what was cleaned, what needs review, and what questions may need to go back to the client.
$9.99 one-time early test price. Preview is free. Pay only if the packet helps.
- Cleaned Client CSV
- Client Cleanup Report
- Suggested categories for review
- Possible duplicate transaction list
- Merchant and vendor cleanup summary
- Rows needing review
- Client follow-up question list
- Pre-import review notes
Drop a client CSV or spreadsheet export, or browse
CSV and spreadsheet exports accepted.
Tip: upload the actual spreadsheet file, not Excel temporary files that start with ~$.
Free preview. No login. Pay only if the cleanup packet helps.
On mobile, screenshots and CSVs work best. Larger Excel files are easier from desktop.
Not ready to upload? See a Sample Cleanup
Your file stays private. View security details
Different from the general Clean That Sheet cleanup
The general Clean That Sheet cleanup is built for quick spreadsheet fixes. This bookkeeper workflow is built around recurring client-file cleanup, review notes, client follow-up questions, and pre-import prep.
- See what needs review before import
- Turn messy client files into clearer review notes
- Create follow-up questions faster
- Keep monthly cleanup work moving
Built for the client files bookkeepers actually receive
Before importing
Review the cleanup packet before bringing client data into QuickBooks, Xero, or your bookkeeping workflow.
Before month-end
Flag duplicates, formatting issues, and unclear rows before month-end review.
Before client follow-up
Use the follow-up list to ask cleaner client questions without manually hunting through the whole file.
Before cleanup work piles up
Turn a messy client export into a cleaner file, review summary, and question list faster.
Turn a messy client CSV into a cleanup packet
- 1
Upload the client file
Use a CSV or spreadsheet export from a bank, payment processor, expense tracker, or client-provided transaction list.
- 2
Preview the client-file diagnosis
See a free diagnosis with possible duplicates, suggested categories, formatting issues, and rows that may need review.
- 3
Unlock the packet
Download the cleaned client CSV and Client Cleanup Report for $9.99 when the preview looks useful.
Built for recurring client cleanup
Most bookkeepers do not deal with messy client files once. They deal with them every month. This cleanup packet is the first step toward a repeatable workflow for client CSVs, transaction exports, and review-ready handoffs.
- Use it when a client sends a messy export
- Use it before month-end review
- Use it before importing data
- Use it before sending client follow-up questions
Coming soon: monthly cleanup packet plans for bookkeepers who process messy client files every month.
Cleanup packet, not bookkeeping advice
This tool helps clean, organize, and flag spreadsheet data for review. It does not provide tax, legal, accounting, bookkeeping, reconciliation, financial reporting, or final categorization advice. Always review final data before importing, filing, or making accounting decisions.
Your client files stay private
Your client files should stay private. Files are only used to perform the cleanup you request. Please remove or redact passwords, SSNs, full bank account numbers, payroll details, or highly sensitive personal information before uploading.
Want cleaner files with less work?
Get occasional updates as Clean That Sheet adds more ways to fix messy spreadsheets.
The FAQ
Turn the next messy client file into a Client CSV Cleanup Packet.
Upload a client transaction export, preview the cleanup issues, and unlock the packet for $9.99 only if it helps.
Drop a client CSV or spreadsheet export, or browse
CSV and spreadsheet exports accepted.
Tip: upload the actual spreadsheet file, not Excel temporary files that start with ~$.
Free preview. No login. Pay only if the cleanup packet helps.
On mobile, screenshots and CSVs work best. Larger Excel files are easier from desktop.
Not ready to upload? See a Sample Cleanup
Your file stays private. View security details