PDF Invoice Separation & Excel Summary Creation

Job ID: 39205018

Budget: $30 – $250 USD

Project Title
Separation of 3,922 Pages Across 14 PDF Files into Individual Invoices with Excel Summary

Project Description
I need a skilled freelancer to assist with processing 14 PDF files containing a total of 3,922 pages of invoices. The task involves separating each invoice from these PDFs into individual files and creating an Excel file summarizing the details. This project requires attention to detail, proficiency in PDF manipulation, and data extraction.

Project Scope
Total Files and Pages: 14 PDF files, collectively containing 3,922 pages, with each PDF potentially containing multiple invoices.

Task 1: Separate Invoices

Extract each individual invoice from the 3,922 pages across the 14 PDFs into separate files.

Name each file using the format: YYYY-DD-MM VENDOR AMOUNT INVOICE # (e.g., 2021-01-14 ENGIE Resources LLC 22.29 3828079.pdf).

YYYY-DD-MM: Invoice date in year-month-day format. VENDOR: Name of the vendor (e.g., ENGIE Resources LLC, AT&T, etc.). AMOUNT: Total amount due (in dollars, e.g., 22.29). INVOICE #: Unique invoice number.
Ensure only the first page of multi-page invoices is included in the separated file unless additional pages contain critical financial data.

Task 2: Create Excel File

Provide an Excel file with the following columns for each extracted invoice:

Date: Invoice date (YYYY-MM-DD format). Vendor: Name of the vendor. Amount: Total amount due (in dollars). Document: File name of the separated invoice (matching the YYYY-DD-MM VENDOR AMOUNT INVOICE # format).
Save the Excel file as Invoice_Summary.xlsx.

Challenges
A sample PDF provided (122 pages) contains 29 detailed invoices (24 ENGIE, 3 AT&T, 1 Quality Pool Service, 1 The Blend Law Firm), but the summary (ignored) suggests 50+ invoices, indicating potential missing detailed pages. The freelancer must handle 14 files with a total of 3,922 pages, averaging around 280 pages per file (3,922 / 14), and address similar issues across all files.
Deliverables
Separated Invoice Files: Individual PDF files for each invoice extracted from the 3,922 pages, named in the format YYYY-DD-MM VENDOR AMOUNT INVOICE #.pdf. Excel Summary: One Invoice_Summary.xlsx file with columns: Date, Vendor, Amount, Document. Documentation: A brief report noting any issues (e.g., missing detailed pages, unreadable invoices) and the total number of invoices extracted.
Requirements
Experience with PDF manipulation tools (e.g., Adobe Acrobat, Python with PyPDF2, or similar). Proficiency in data extraction and Excel file creation. Attention to detail to ensure accurate date, vendor, amount, and invoice number extraction. Ability to handle large datasets (14 files, 3,922 pages). Good communication to report progress and issues.
Budget
Please provide your bid based on the effort required to process 14 PDF files with a total of 3,922 pages. Include an estimated timeline (e.g., days or weeks).
How to Apply
Submit your bid with: A brief overview of your experience with PDF processing and data extraction. Your proposed approach to handle 14 files with 3,922 pages and separate invoices. An estimated cost and timeline. Include a sample of a similar project (if available) or a test run with the provided sample PDF (122 pages) to demonstrate your method.
Additional Notes
A sample 122-page PDF has been provided for reference. The freelancer should use this to test the process before scaling to the full set of 14 files. Payment will be released upon successful delivery and review of all files and the Excel summary. Any questions can be addressed via Freelancer.com messaging.
Deadline
Please propose a realistic deadline based on your capacity. Priority will be given to bids with a completion timeline of [insert your preferred timeframe, e.g., 2-4 weeks].
Looking forward to your proposals!
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