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Bookkeeper

Clean the same messy export in one go

An export from the bank arrives full of duplicates and messy columns.

How it feels: AnnoyanceWhat you want instead: Satisfied

PlexiDesk screenshot: Shape data with queries
A screenshot of the real app, with sample data. From the guide Shape data with queries.

The problem

Cleaning the same export by hand each month is tedious and error-prone.

How Plexii handles it

Sheets Queries clean and reshape a sheet with a list of steps (filter, sort, remove columns, remove duplicates) that you can reorder or take back any time.

In short: Import the CSV, apply your cleaning steps, and change or undo any step later. Same mess every month, same tidy result.

Step-by-step guides