Turn PDF Financial Statements into Patterns

Stop keying pages of bank statements into Excel and start getting immediate insights with Red Bike Advisors StatementIQ

Whether you’re a family law attorney dealing with alimony, a business attorney representing a company, or an estate attorney reviewing decedent’s accounts, you may face some of these challenges when it comes to translating financial data:

Budget Crunch

Client doesn't have the funds for a full-scale forensic accounting investigation, but you're dedicated to a good outcome.

Keying Errors

Hand-keying data takes hours and opens the possibility of errors that could change the case.

Numbers Under Scrutiny

Staring down mounds of PDF financial data and not feeling confident in the summary.

Introducing Red Bike Advisors StatementIQ

Bank Statements from PDF to Excel

Done for you: We convert bank statements and other standard financial documents from a mound of unusable PDF statements to an easy-to-navigate Excel format.

Searchable and Usable Financial Data

A summary report in Excel containing transaction descriptions, individual withdrawals and deposits, and a running balance can easily be analyzed, manipulated, and calculated.

Flat, Transparent Pricing

This packaged service offering is affordable and straightforward for smaller cases and clients that don't require full-service forensic accounting support.

From PDF Piles

To Ready-to-Analyze

StatementIQ Starter

Ideal for attorneys and paralegals who don't have time to key in financial data.

Starting at

$1,700

Package Details

  • Setup and sorting: Save documents, remove junk pages, combine PDFs
  • PDF –> Excel: Convert bank, credit card, and retirement statements to Excel


Deliverables

  • Text copy of statements
  • Searchable cleaned and combined PDF of statements
  • Excel workbook of statements containing complete transactions, summary, and pivot table data

 

Turnaround: Delivery within a week from receipt of statements

StatementIQ Standard

Ideal for attorneys and paralegals who need a next-level cleaning job.

Starting at

$3,600

Package Details

Everything from STARTER, plus:

  • Cleaned transaction names
  • Check Payees and Memos detail
  • Deposits and Memos detail


Deliverables

  • Text copy of statements
  • Searchable cleaned and combined PDF of statements
  • Excel workbook of statements containing complete transactions, summary, and pivot table data

Turnaround: Delivery within two weeks from receipt of statements

*Scope of work can be adjusted to meet specific needs of attorney and/or client.

How StatementIQ Gives You Confidence in Your Cases

Without StatementIQWith StatementIQ
Document ProcessingHand-keying statements or partial
statements with possiblity of errors
PDF documents converted to an
easy-to-navigate Excel format
AnalysisPages and pages of PDF statements
and no way to find relevant data.
Ability to quickly manipulate and calculate data
for analysis
Peace of MindUnsure if you missed important transactions
or keyed in data incorrectly
Confidence in knowing all transactions
are accounted for

Who is Red Bike Advisors StatementIQ for?

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