Three kinds of work. One accurate result.
Most data and document work falls into one of these categories — often more than one on the same engagement.
Documents & PDFs
Source documents converted into usable, structured formats.
- PDF and Word to Excel or Sheets conversion
- Invoice conversion into structured records
- Form processing into usable data
Email & CRM
Information from your inbox making it into the system it belongs in.
- Email-to-CRM and email-to-spreadsheet entry
- Record updates as information changes
- Deduplication of overlapping or repeated entries
Spreadsheets & Records
Existing spreadsheets and lists brought back to a usable state.
- Spreadsheet cleanup and consolidation
- Catalog and inventory updates
- Research to fill in missing or outdated fields
How we keep it accurate.
Every project goes through the same review steps before it reaches you — accuracy isn't left to one person typing once.
Double-entry and spot-check review
A second pass checks entries against the source before anything is considered final.
Format and consistency validation
Dates, currency, naming, and field formats are checked so the file is usable the moment it's opened, not just technically complete.
Source-document reconciliation
Totals, counts, and key values are checked back against the original documents, not just against themselves.
Delivery in your preferred format
Excel, Google Sheets, CSV, or directly into your CRM — matched to how you'll actually use it.
Not just small businesses — anyone drowning in repetitive information work.
If any of this sounds familiar, data entry outsourcing is probably the right place to start. For industry-specific examples, see how it applies to logistics and transportation paperwork, manufacturing orders and production records, and finance and accounting client records.
- Businesses with a growing administrative workload
- CRM- or database-heavy teams
- Companies working with recurring documents
- Businesses maintaining spreadsheets or structured records
- Teams whose skilled staff are spending too much time on repetitive data work
- Teams managing recurring inventory, catalog, or operational records
Three managed plans. Clear monthly scope.
A record is one individual entry, update, or document page processed — a straightforward way to size the plan to your volume.
Need something beyond Advanced, or just a one-time project? Tell us the scope in your inquiry and we'll price it accordingly.
Data entry and document processing, answered plainly.
PDFs, scanned documents, Word files, Excel and Google Sheets, CSVs, and direct CRM access. If your source is in another format, tell us in your inquiry and we'll confirm it's a fit.
Both are common, and GBH supports either. One-time projects clear a defined backlog and deliver it as one finished file — 500 PDF invoices converted into one clean, structured spreadsheet ready for accounting; or an outdated client list cleaned, standardized, and merged into an accurate file your CRM can accept without conflicts. Ongoing work keeps things current every week instead — new leads and inbox activity, forms, emails, and documents entered into your CRM or spreadsheets on a recurring schedule, so records never fall behind in the first place. Tell us the scope in your inquiry and we'll price it as whichever one fits.
Decisions are only as good as the data behind them — pricing, inventory, and scheduling decisions built on outdated or inconsistent records lead to avoidable mistakes. A CRM only works if it's trustworthy: duplicate leads, missing follow-ups, and stale records quietly erode the reason a CRM exists in the first place. And customers notice when records are wrong — an incorrect invoice, a missed update, or a lost detail reads as carelessness, even when the intent was never the problem.
A deliverable you can act on immediately: a clean, structured file with consistent formatting, ready to use or import; records reconciled against the original source, not just internally consistent with each other; a documented field mapping so your team or CRM knows what each column or field represents; and everything formatted for your actual next step — import, reporting, or handoff — not extra work before you can use it.
We'll flag it and confirm pricing for the additional volume before any extra work begins — no surprise charges.
Clean records are the foundation, and most clients take one of two paths from there. We can set up and manage the CRM & Business Organization itself going forward, so every lead and follow-up stays organized without manual upkeep. Or a dedicated specialist can fold data work into ongoing Managed Business Support, alongside admin, reporting, and other day-to-day operational work.
Access is limited to what's needed for the work, and handled the way any managed specialist working inside your systems would be expected to. Specific handling requirements can be discussed as part of scoping.
If you want strategy first, the Business Blueprint can help identify where data and document work fits into your broader priorities. Otherwise, a free Business Discovery can point you to the right next step.
Ready to get the paperwork handled?
Tell us what needs processing, one-time or ongoing, and we'll follow up with clear scope and pricing before any work begins.